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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
OSAM
201
O'Shaughnessy Asset Management
Connecticut
$2.03M -$14.1K -86 -0.6%
MML Investors Services
202
MML Investors Services
Massachusetts
$2.03M -$1.06M -6,468 -31%
DC
203
Davenport & Co
Virginia
$2.02M +$8.88K +54 +0.4%
OTL
204
Oak Thistle LLC
New York
$2M +$539K +3,276 +31%
HF
205
HRT Financial
New York
$1.96M +$2.25M +13,655 New
COPPSERS
206
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.96M -$3.78K -23 -0.2%
SC
207
SummitTX Capital
Texas
$1.95M +$1.07M +6,481 +91%
VIA
208
Vanguard Investments Australia
Australia
$1.95M +$2.23M +13,567 New
PAM
209
PineStone Asset Management
Quebec, Canada
$1.91M -$10.1M -61,201 -82%
SOMRS
210
State of Michigan Retirement System
Michigan
$1.88M +$32.9K +200 +2%
KK
211
KLP Kapitalforvaltning
Norway
$1.82M +$132K +800 +7%
Universal-Beteiligungs- und Servicegesellschaft
212
Universal-Beteiligungs- und Servicegesellschaft
Germany
$1.78M +$149K +907 +8%
NMIMC
213
Northwestern Mutual Investment Management Company
Wisconsin
$1.75M -$3.46K -21 -0.2%
AWCI
214
Alpine Woods Capital Investors
New York
$1.72M +$1.36M +8,288 +225%
DTL
215
Dynamic Technology Lab
Singapore
$1.7M +$1.4M +8,526 +260%
Luther King Capital Management (LKCM)
216
Luther King Capital Management (LKCM)
Texas
$1.68M -$5.72M -34,799 -75%
OPERF
217
Oregon Public Employees Retirement Fund
Oregon
$1.6M +$32.9K +200 +2%
Bank Julius Baer & Co
218
Bank Julius Baer & Co
Switzerland
$1.59M -$284K -1,724 -13%
BF
219
BOK Financial
Oklahoma
$1.56M +$51.8K +315 +3%
Alyeska Investment Group
220
Alyeska Investment Group
Illinois
$1.55M +$1.78M +10,806 New
N
221
Natixis
France
$1.54M +$622K +3,783 +54%
NMERB
222
New Mexico Educational Retirement Board
New Mexico
$1.52M – – –
LTAS
223
Linden Thomas Advisory Services
North Carolina
$1.48M +$152K +921 +10%
Rockefeller Capital Management
224
Rockefeller Capital Management
New York
$1.42M -$124K -756 -7%
QT
225
Quantbot Technologies
New York
$1.41M +$1.61M +9,815 New
7 8
9
10 11

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.