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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
AWM
576
Axxcess Wealth Management
California
LCM
577
Legato Capital Management
California
FA
578
Fedenia Advisers
Wisconsin
AIM
579
Advyzon Investment Management
Illinois
RWM
580
Ritholtz Wealth Management
New York
AFP
581
Ausdal Financial Partners
Iowa
MG
582
Marex Group
WA
583
Waverly Advisors
Alabama
FFP
584
FourThought Financial Partners
Florida
JRPIM
585
Journey Retirement Planning & Investment Management
Idaho
1C
586
111 Capital
France
OIS
587
Okabena Investment Services
Minnesota
FFM
588
Forum Financial Management
Illinois
MFG
589
Merit Financial Group
Georgia
OWM
590
OneAscent Wealth Management
Alabama
BAM
591
Blueshift Asset Management
New Jersey
National Bank of Canada
592
National Bank of Canada
Quebec, Canada
PA
593
PFW Advisors
Georgia
DO
594
denkapparat Operations
Germany
MYAM
595
Meiji Yasuda Asset Management
Japan
William Blair & Company
596
William Blair & Company
Illinois
MAS
597
Meeder Advisory Services
Ohio
VFA
598
Voya Financial Advisors
Connecticut
OFO
599
OneAscent Family Office
Alabama
MAM
600
Martingale Asset Management
Massachusetts