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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
Wealth Enhancement Advisory Services
151
Wealth Enhancement Advisory Services
Minnesota
$3.72M
Ensign Peak Advisors
152
Ensign Peak Advisors
Utah
$3.72M
BGDI
153
BW Gestao de Investimentos
Brazil
$3.71M
BAM
154
Bell Asset Management
Australia
$3.63M
AB
155
Amalgamated Bank
New York
$3.62M
HA
156
Harbor Advisors
Florida
$3.59M
FC
157
FORA Capital
Florida
$3.58M
HFS
158
Hantz Financial Services
Michigan
$3.56M
Cetera Investment Advisers
159
Cetera Investment Advisers
Illinois
$3.46M
American Century Companies
160
American Century Companies
Missouri
$3.33M
Treasurer of the State of North Carolina
161
Treasurer of the State of North Carolina
North Carolina
$3.33M
PFSRSONJ
162
Police & Firemen's Retirement System of New Jersey
New Jersey
$3.3M
P
163
&Partners
Tennessee
$3.3M
SG Americas Securities
164
SG Americas Securities
New York
$3.22M
Zurich Cantonal Bank
165
Zurich Cantonal Bank
Switzerland
$3.2M
VGA
166
Vanguard Global Advisers
Pennsylvania
$3.17M
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
167
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$3.02M
WC
168
Weil Company
California
$2.98M
BA
169
Bridgewater Associates
Connecticut
$2.95M
New York State Teachers Retirement System (NYSTRS)
170
New York State Teachers Retirement System (NYSTRS)
New York
$2.94M
Pathstone Holdings
171
Pathstone Holdings
New Jersey
$2.93M
Baird Financial Group
172
Baird Financial Group
Wisconsin
$2.84M
State of Tennessee, Department of Treasury
173
State of Tennessee, Department of Treasury
Tennessee
$2.78M
FA
174
Faithward Advisors
Pennsylvania
$2.78M
AC
175
Allstate Corporation
Illinois
$2.77M