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Houlihan Lokey

544 hedge funds and large institutions have $7.72B invested in Houlihan Lokey in 2026 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 190 increasing their positions, 213 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more ownership

Funds ownership:

less funds holding

Funds holding:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

17% less capital invested

Capital invested by funds: $9.29B → $7.72B (-$1.57B)

24% less first-time investments, than exits

New positions opened: 73 | Existing positions closed: 96

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
544
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$3.63M
Puts
$934K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RCM
526
Richardson Capital Management
Wisconsin
$1.15K
MAM
527
Marquette Asset Management
Minnesota
$1.01K
BHWM
528
Bay Harbor Wealth Management
Maryland
$1K
HFM
529
Harvest Fund Management
China
$1K
RF
530
Rossby Financial
Florida
$846
ACA
531
American Capital Advisory
Idaho
$719
CFD
532
Creative Financial Designs
Indiana
$718
BIM
533
Breakwater Investment Management
Washington
$575
SC
534
SouthState Corp
Florida
$575
HIA
535
HFM Investment Advisors
New Jersey
$431
FMP
536
Financial Management Professionals
Texas
$287
IWS
537
Intentional Wealth Strategies
Colorado
$287
VWM
538
Vermillion Wealth Management
Minnesota
$287
DF
539
Dunhill Financial
United Kingdom
$193
HFS
540
Hughes Financial Services
Virginia
$144
QWM
541
Quaker Wealth Management
New Jersey
$144
TFM
542
TFC Financial Management
Massachusetts
$144
CW
543
Curio Wealth
Maryland
$144
Norges Bank
544
Norges Bank
Norway
RAM
545
Robinhood Asset Management
California
TSS
546
Thomas Story & Son
Indiana
DWA
547
Dorsey Wright & Associates
California
WAM
548
Weiss Asset Management
Massachusetts
Daiwa Securities Group
549
Daiwa Securities Group
Japan
CCM
550
Cinctive Capital Management
New York