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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
HAG
576
HighPoint Advisor Group
Illinois
PMAM
577
Picton Mahoney Asset Management
Ontario, Canada
AWM
578
AE Wealth Management
Kansas
NSUP
579
NLB Skladi upravljanje premozenja
AB
580
ANB Bank
Colorado
HKIMG
581
Hutchens & Kramer Investment Management Group
Indiana
AWM
582
Axxcess Wealth Management
California
BMWM
583
Brown Miller Wealth Management
Virginia
LCM
584
Legato Capital Management
California
FA
585
Fedenia Advisers
Wisconsin
AIM
586
Advyzon Investment Management
Illinois
RWM
587
Ritholtz Wealth Management
New York
AFP
588
Ausdal Financial Partners
Iowa
MG
589
Marex Group
WA
590
Waverly Advisors
Alabama
FFP
591
FourThought Financial Partners
Florida
JRPIM
592
Journey Retirement Planning & Investment Management
Idaho
1C
593
111 Capital
France
OIS
594
Okabena Investment Services
Minnesota
FFM
595
Forum Financial Management
Illinois
MFG
596
Merit Financial Group
Georgia
OWM
597
OneAscent Wealth Management
Alabama
BAM
598
Blueshift Asset Management
New Jersey
National Bank of Canada
599
National Bank of Canada
Quebec, Canada
PA
600
PFW Advisors
Georgia