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Houlihan Lokey
HLI

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

289% more call options, than puts

Call options by funds: $3.63M | Put options by funds: $934K

1.04% more ownership

Funds ownership: 99.9% → 100.93% (+1%)

6% less funds holding

Funds holding: 576 → 544 (-32)

11% less repeat investments, than reductions

Existing positions increased: 190 | Existing positions reduced: 213

17% less capital invested

Capital invested by funds: $9.3B → $7.72B (-$1.58B)

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: 3 → 2 (-1)

Holders
544
Holders Change
-32
Holders Change %
-5.56%
% of All Funds
6.69%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.02%
New
73
Increased
190
Reduced
213
Closed
96
Calls
$3.63M
Puts
$934K
Net Calls
+$2.7M
Net Calls Change
+$2.5M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$171M
2
Citadel Advisors
Citadel Advisors
Florida
+$69.3M
3
Capital Research Global Investors
Capital Research Global Investors
California
+$58M
4
Jones Financial Companies
Jones Financial Companies
Missouri
+$47.9M
5
CIP
Champlain Investment Partners
Vermont
+$42.5M

Top Sellers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$64.7M
2
First Trust Advisors
First Trust Advisors
Illinois
-$61.8M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$59.1M
4
Invesco
Invesco
Georgia
-$47.1M
5
AllianceBernstein
AllianceBernstein
Tennessee
-$46.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
California State Teachers Retirement System (CalSTRS)
101
California State Teachers Retirement System (CalSTRS)
California
$9.24M +$2.14M +12,994 +25%
Russell Investments Group
102
Russell Investments Group
United Kingdom
$9.02M -$1.94M -11,814 -16%
TI
103
Trexquant Investment
Connecticut
$8.55M +$4.58M +27,821 +88%
FPTW
104
Franklin, Parlapiano, Turner & Welch
Texas
$8.38M +$137K +835 +2%
PC
105
Pier Capital
Connecticut
$8.06M +$2M +12,145 +28%
EP
106
Edgestream Partners
New Jersey
$7.95M +$7.61M +46,277 +511%
MOACM
107
Mutual of America Capital Management
New York
$7.61M -$319K -1,941 -4%
Ohio Public Employees Retirement System (OPERS)
108
Ohio Public Employees Retirement System (OPERS)
Ohio
$7.57M +$1.31M +7,970 +18%
Teacher Retirement System of Texas
109
Teacher Retirement System of Texas
Texas
$7.5M +$427K +2,597 +5%
VanEck Associates
110
VanEck Associates
New York
$7.26M +$301K +1,831 +4%
CFM
111
Crawford Fund Management
Massachusetts
$7.26M +$8.31M +50,531 New
Nordea Investment Management
112
Nordea Investment Management
Sweden
$7.22M -$346K -2,105 -4%
VAM
113
Vanguard Asset Management
$7.15M +$8.19M +49,793 New
Boston Partners
114
Boston Partners
Massachusetts
$7.13M +$944K +5,737 +13%
T. Rowe Price Associates
115
T. Rowe Price Associates
Maryland
$6.95M -$18.5M -112,418 -70%
WHGAM
116
Wealth High Governance Asset Management
$6.86M -$2.18M -13,242 -22%
Stifel Financial
117
Stifel Financial
Missouri
$6.75M -$4.28M -26,023 -36%
IIM
118
INTECH Investment Management
Florida
$6.73M +$7.46M +45,331 +2,982%
QCM
119
Quantinno Capital Management
New York
$6.5M +$4.55M +27,634 +157%
SO
120
STRS Ohio
Ohio
$6.17M -$1.15M -7,002 -14%
Creative Planning
121
Creative Planning
Kansas
$6.03M +$2.94M +17,842 +74%
SFI
122
Susquehanna Fundamental Investments
Pennsylvania
$5.94M +$5.47M +33,274 +412%
SSA
123
Schonfeld Strategic Advisors
New York
$5.82M +$2.08M +12,616 +45%
YIH
124
Y-Intercept (HK)
Hong Kong
$5.7M +$6.53M +39,687 New
CCIA
125
Campbell & Co Investment Adviser
Maryland
$5.69M -$1.78M -10,851 -21%
3 4
5
6 7

HLI Hedge Fund Activity: Q1 2026 in Review

544 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Houlihan Lokey (HLI) for Q1 2026, worth a combined $7.72B — down 17% from $9.3B a quarter earlier.

Sellers outnumbered buyers: 96 funds closed out of HLI and 73 opened new positions — a net loss of 23 holders — while 213 trimmed existing stakes and 190 added.

The largest buyer was Morgan Stanley, adding an estimated $171M. The largest seller was T. Rowe Price Investment Management, cutting an estimated $64.7M.

  • 544 institutional investors held Houlihan Lokey (HLI) as of Q1 2026, down from 576 in Q4 2025.
  • Funds reported $7.72B of Houlihan Lokey stock for Q1 2026, down 17% quarter-over-quarter.
  • 73 funds opened new Houlihan Lokey positions in Q1 2026 and 96 closed out, a net change of -23 holders.
  • The largest Houlihan Lokey buyer in Q1 2026 was Morgan Stanley, an estimated $171M added.
  • The largest Houlihan Lokey seller in Q1 2026 was T. Rowe Price Investment Management, an estimated $64.7M sold.

Based on aggregated 13F filings for Q1 2026.