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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
DO
601
denkapparat Operations
Germany
MYAM
602
Meiji Yasuda Asset Management
Japan
William Blair & Company
603
William Blair & Company
Illinois
MAS
604
Meeder Advisory Services
Ohio
VFA
605
Voya Financial Advisors
Connecticut
MAM
606
Martingale Asset Management
Massachusetts
OFO
607
OneAscent Family Office
Alabama
IAA
608
Independent Advisor Alliance
North Carolina
Lido Advisors
609
Lido Advisors
California
OIA
610
OneDigital Investment Advisors
Kansas
SWP
611
Sagespring Wealth Partners
Tennessee
BCM
612
Bannerstone Capital Management
Minnesota
OFS
613
OneAscent Financial Services
Alabama
JIC
614
Johnson Investment Counsel
Ohio
EH
615
Equitable Holdings
New York
PA
616
Profund Advisors
Maryland
CIAM
617
Caitong International Asset Management
Hong Kong
ACM
618
Aster Capital Management
United Arab Emirates
CFB
619
Cullen/Frost Bankers
Texas
AEPWM
620
Atlantic Edge Private Wealth Management
Florida
TH
621
TCTC Holdings
Texas
A
622
AlphaQuest
New York
FHA
623
Flagship Harbor Advisors
Massachusetts
DB
624
Danske Bank
Denmark
DT
625
DV Trading
Illinois