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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
WTC
126
WhitTier Trust Company
Nevada
$5.58M
Canada Life
127
Canada Life
Manitoba, Canada
$5.54M
Manulife (Manufacturers Life Insurance)
128
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$5.48M
CB
129
Commerce Bank
Missouri
$5.43M
RA
130
Royce & Associates
New York
$5.27M
Fifth Third Bancorp
131
Fifth Third Bancorp
Ohio
$5.23M
EGM
132
Engineers Gate Manager
New York
$5.21M
Jane Street
133
Jane Street
New York
$5.1M
Deutsche Bank
134
Deutsche Bank
Germany
$4.89M
Corient Private Wealth
135
Corient Private Wealth
Florida
$4.81M
Janus Henderson Group
136
Janus Henderson Group
United Kingdom
$4.77M
First Trust Advisors
137
First Trust Advisors
Illinois
$4.68M
Jacobs Levy Equity Management
138
Jacobs Levy Equity Management
New Jersey
$4.54M
GWM
139
Geneos Wealth Management
Colorado
$4.39M
TI
140
Tidal Investments
Wisconsin
$4.28M
NAAA
141
New Age Alpha Advisors
New York
$4.27M
WLPWM
142
Walled Lake Planning & Wealth Management
Illinois
$4.08M
EF
143
Empowered Funds
Pennsylvania
$4M
TC
144
TwinBeech Capital
New York
$3.98M
MIM
145
MetLife Investment Management
New Jersey
$3.97M
ET
146
Entropy Technologies
New York
$3.93M
VCM
147
Voleon Capital Management
California
$3.92M
HCM
148
Hilton Capital Management
New York
$3.83M
OAM
149
Oppenheimer Asset Management
New York
$3.82M
Osaic Holdings
150
Osaic Holdings
Arizona
$3.81M