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Houlihan Lokey

535 hedge funds and large institutions have $7.71B invested in Houlihan Lokey in 2026 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 187 increasing their positions, 209 reducing their positions, and 97 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 (-$1.59B)

25% less first-time investments, than exits

New positions opened: 73 | Existing positions closed: 97

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
535
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
PI
551
PineBridge Investments
New York
HIA
552
Harbor Investment Advisory
Maryland
SGAM
553
Smith Group Asset Management
Texas
UCFA
554
United Capital Financial Advisors
Texas
Acadian Asset Management
555
Acadian Asset Management
Massachusetts
Marshall Wace
556
Marshall Wace
United Kingdom
IPW
557
Impact Partnership Wealth
Georgia
HIM
558
Hanlon Investment Management
New Jersey
IMRF
559
Illinois Municipal Retirement Fund
Illinois
KAS
560
Kestra Advisory Services
Texas
CAG
561
Csenge Advisory Group
Florida
CAU
562
Caxton Associates (UK)
SRL
563
Scientech Research LLC
New Jersey
IQI
564
Integrated Quantitative Investments
Washington
CG
565
Cynosure Group
Utah
FGP
566
Freestone Grove Partners
California
Two Sigma Advisers
567
Two Sigma Advisers
New York
RRA
568
Round Rock Advisors
Connecticut
HAG
569
HighPoint Advisor Group
Illinois
PMAM
570
Picton Mahoney Asset Management
Ontario, Canada
AWM
571
AE Wealth Management
Kansas
NSUP
572
NLB Skladi upravljanje premozenja
AB
573
ANB Bank
Colorado
HKIMG
574
Hutchens & Kramer Investment Management Group
Indiana
BMWM
575
Brown Miller Wealth Management
Virginia