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Houlihan Lokey
HLI

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

289% more call options, than puts

Call options by funds: $3.63M | Put options by funds: $934K

1.04% more ownership

Funds ownership: 99.9% → 100.93% (+1%)

6% less funds holding

Funds holding: 576 → 544 (-32)

11% less repeat investments, than reductions

Existing positions increased: 190 | Existing positions reduced: 213

17% less capital invested

Capital invested by funds: $9.3B → $7.72B (-$1.58B)

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: 3 → 2 (-1)

Holders
544
Holders Change
-32
Holders Change %
-5.56%
% of All Funds
6.69%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.02%
New
73
Increased
190
Reduced
213
Closed
96
Calls
$3.63M
Puts
$934K
Net Calls
+$2.7M
Net Calls Change
+$2.5M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$171M
2
Citadel Advisors
Citadel Advisors
Florida
+$69.3M
3
Capital Research Global Investors
Capital Research Global Investors
California
+$58M
4
Jones Financial Companies
Jones Financial Companies
Missouri
+$47.9M
5
CIP
Champlain Investment Partners
Vermont
+$42.5M

Top Sellers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$64.7M
2
First Trust Advisors
First Trust Advisors
Illinois
-$61.8M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$59.1M
4
Invesco
Invesco
Georgia
-$47.1M
5
AllianceBernstein
AllianceBernstein
Tennessee
-$46.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
551
Monument Capital Management
Virginia
– -$2.85M -16,337 Closed
Capital Fund Management (CFM)
552
Capital Fund Management (CFM)
France
– -$2.64M -15,151 Closed
EMPI
553
Elo Mutual Pension Insurance
Finland
– -$2.31M -13,281 Closed
FISPB
554
Fideuram - Intesa Sanpaolo Private Banking
– -$1.94M -11,146 Closed
HCA
555
Harbor Capital Advisors
Illinois
– -$1.66M -9,503 Closed
Renaissance Technologies
556
Renaissance Technologies
New York
– -$1.24M -7,100 Closed
PP
557
Prudential plc
United Kingdom
– -$1.08M -6,226 Closed
PI
558
PineBridge Investments
New York
– -$925K -5,308 Closed
HIA
559
Harbor Investment Advisory
Maryland
– -$902K -5,178 Closed
SGAM
560
Smith Group Asset Management
Texas
– -$897K -5,150 Closed
UCFA
561
United Capital Financial Advisors
Texas
– -$871K -5,002 Closed
Acadian Asset Management
562
Acadian Asset Management
Massachusetts
– -$753K -4,323 Closed
Marshall Wace
563
Marshall Wace
United Kingdom
– -$737K -4,229 Closed
IPW
564
Impact Partnership Wealth
Georgia
– -$685K -3,930 Closed
HIM
565
Hanlon Investment Management
New Jersey
– -$640K -3,672 Closed
IMRF
566
Illinois Municipal Retirement Fund
Illinois
– -$584K -3,350 Closed
KAS
567
Kestra Advisory Services
Texas
– -$542K -3,109 Closed
CAG
568
Csenge Advisory Group
Florida
– -$504K -2,895 Closed
CAU
569
Caxton Associates (UK)
– -$498K -2,857 Closed
SRL
570
Scientech Research LLC
New Jersey
– -$483K -2,771 Closed
IQI
571
Integrated Quantitative Investments
Washington
– -$462K -2,650 Closed
CG
572
Cynosure Group
Utah
– -$397K -2,278 Closed
FGP
573
Freestone Grove Partners
California
– -$396K -2,274 Closed
Two Sigma Advisers
574
Two Sigma Advisers
New York
– -$383K -2,200 Closed
RRA
575
Round Rock Advisors
Connecticut
– -$361K -2,073 Closed
21 22
23
24 25

HLI Hedge Fund Activity: Q1 2026 in Review

544 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Houlihan Lokey (HLI) for Q1 2026, worth a combined $7.72B — down 17% from $9.3B a quarter earlier.

Sellers outnumbered buyers: 96 funds closed out of HLI and 73 opened new positions — a net loss of 23 holders — while 213 trimmed existing stakes and 190 added.

The largest buyer was Morgan Stanley, adding an estimated $171M. The largest seller was T. Rowe Price Investment Management, cutting an estimated $64.7M.

  • 544 institutional investors held Houlihan Lokey (HLI) as of Q1 2026, down from 576 in Q4 2025.
  • Funds reported $7.72B of Houlihan Lokey stock for Q1 2026, down 17% quarter-over-quarter.
  • 73 funds opened new Houlihan Lokey positions in Q1 2026 and 96 closed out, a net change of -23 holders.
  • The largest Houlihan Lokey buyer in Q1 2026 was Morgan Stanley, an estimated $171M added.
  • The largest Houlihan Lokey seller in Q1 2026 was T. Rowe Price Investment Management, an estimated $64.7M sold.

Based on aggregated 13F filings for Q1 2026.