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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
US Bancorp
176
US Bancorp
Minnesota
$2.74M
Man Group
177
Man Group
United Kingdom
$2.71M
State Board of Administration of Florida Retirement System
178
State Board of Administration of Florida Retirement System
Florida
$2.7M
Point72 Asset Management
179
Point72 Asset Management
Connecticut
$2.65M
SA
180
Sanctuary Advisors
Indiana
$2.64M
HSBC Holdings
181
HSBC Holdings
United Kingdom
$2.64M
Cerity Partners
182
Cerity Partners
New York
$2.62M
XT
183
XTX Topco
Cayman Islands
$2.51M
Squarepoint
184
Squarepoint
New York
$2.47M
AIP
185
Ameritas Investment Partners
Nebraska
$2.46M
TRSOTSOK
186
Teachers Retirement System of the State of Kentucky
Kentucky
$2.39M
YCM
187
Yousif Capital Management
Michigan
$2.38M
PNC Financial Services Group
188
PNC Financial Services Group
Pennsylvania
$2.38M
RFC
189
Regions Financial Corp
Alabama
$2.36M
VIM
190
VELA Investment Management
Ohio
$2.32M
State of New Jersey Common Pension Fund D
191
State of New Jersey Common Pension Fund D
New Jersey
$2.32M
State of Wisconsin Investment Board
192
State of Wisconsin Investment Board
Wisconsin
$2.29M
VPIM
193
Vanguard Personalized Indexing Management
California
$2.28M
LSERS
194
Louisiana State Employees Retirement System
Louisiana
$2.27M
Victory Capital Management
195
Victory Capital Management
Texas
$2.26M
AI
196
Atria Investments
North Carolina
$2.21M
ASRS
197
Arizona State Retirement System
Arizona
$2.15M
Canada Pension Plan Investment Board
198
Canada Pension Plan Investment Board
Ontario, Canada
$2.11M
OSAM
199
O'Shaughnessy Asset Management
Connecticut
$2.03M
MML Investors Services
200
MML Investors Services
Massachusetts
$2.03M