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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
California State Teachers Retirement System (CalSTRS)
101
California State Teachers Retirement System (CalSTRS)
California
$9.24M
Russell Investments Group
102
Russell Investments Group
United Kingdom
$9.02M
TI
103
Trexquant Investment
Connecticut
$8.55M
FPTW
104
Franklin, Parlapiano, Turner & Welch
Texas
$8.38M
PC
105
Pier Capital
Connecticut
$8.06M
EP
106
Edgestream Partners
New Jersey
$7.95M
MOACM
107
Mutual of America Capital Management
New York
$7.61M
Ohio Public Employees Retirement System (OPERS)
108
Ohio Public Employees Retirement System (OPERS)
Ohio
$7.57M
Teacher Retirement System of Texas
109
Teacher Retirement System of Texas
Texas
$7.5M
VanEck Associates
110
VanEck Associates
New York
$7.26M
CFM
111
Crawford Fund Management
Massachusetts
$7.26M
Nordea Investment Management
112
Nordea Investment Management
Sweden
$7.22M
VAM
113
Vanguard Asset Management
$7.15M
Boston Partners
114
Boston Partners
Massachusetts
$7.13M
T. Rowe Price Associates
115
T. Rowe Price Associates
Maryland
$6.95M
Stifel Financial
116
Stifel Financial
Missouri
$6.75M
IIM
117
INTECH Investment Management
Florida
$6.73M
QCM
118
Quantinno Capital Management
New York
$6.5M
SO
119
STRS Ohio
Ohio
$6.17M
Creative Planning
120
Creative Planning
Kansas
$6.03M
SFI
121
Susquehanna Fundamental Investments
Pennsylvania
$5.94M
SSA
122
Schonfeld Strategic Advisors
New York
$5.82M
YIH
123
Y-Intercept (HK)
Hong Kong
$5.7M
CCIA
124
Campbell & Co Investment Adviser
Maryland
$5.69M
GPGA
125
Grandeur Peak Global Advisors
Utah
$5.66M