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Houlihan Lokey

540 hedge funds and large institutions have $7.71B invested in Houlihan Lokey in 2026 Q1 according to their latest regulatory filings, with 74 funds opening new positions, 189 increasing their positions, 210 reducing their positions, and 98 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 → $7.71B (-$1.58B)

24% less first-time investments, than exits

New positions opened: 74 | Existing positions closed: 98

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
540
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
FISPB
551
Fideuram - Intesa Sanpaolo Private Banking
HCA
552
Harbor Capital Advisors
Illinois
Pacer Advisors
553
Pacer Advisors
Pennsylvania
Renaissance Technologies
554
Renaissance Technologies
New York
PP
555
Prudential plc
United Kingdom
PI
556
PineBridge Investments
New York
HIA
557
Harbor Investment Advisory
Maryland
SGAM
558
Smith Group Asset Management
Texas
UCFA
559
United Capital Financial Advisors
Texas
Acadian Asset Management
560
Acadian Asset Management
Massachusetts
Marshall Wace
561
Marshall Wace
United Kingdom
IPW
562
Impact Partnership Wealth
Georgia
HIM
563
Hanlon Investment Management
New Jersey
IMRF
564
Illinois Municipal Retirement Fund
Illinois
KAS
565
Kestra Advisory Services
Texas
CAG
566
Csenge Advisory Group
Florida
CAU
567
Caxton Associates (UK)
SRL
568
Scientech Research LLC
New Jersey
IQI
569
Integrated Quantitative Investments
Washington
CG
570
Cynosure Group
Utah
FGP
571
Freestone Grove Partners
California
Two Sigma Advisers
572
Two Sigma Advisers
New York
RRA
573
Round Rock Advisors
Connecticut
HAG
574
HighPoint Advisor Group
Illinois
PMAM
575
Picton Mahoney Asset Management
Ontario, Canada