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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
DC
201
Davenport & Co
Virginia
$2.02M
OTL
202
Oak Thistle LLC
New York
$2M
HF
203
HRT Financial
New York
$1.96M
COPPSERS
204
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.96M
SC
205
SummitTX Capital
Texas
$1.95M
VIA
206
Vanguard Investments Australia
Australia
$1.95M
PAM
207
PineStone Asset Management
Quebec, Canada
$1.91M
SOMRS
208
State of Michigan Retirement System
Michigan
$1.88M
KK
209
KLP Kapitalforvaltning
Norway
$1.82M
Universal-Beteiligungs- und Servicegesellschaft
210
Universal-Beteiligungs- und Servicegesellschaft
Germany
$1.78M
NMIMC
211
Northwestern Mutual Investment Management Company
Wisconsin
$1.75M
DTL
212
Dynamic Technology Lab
Singapore
$1.7M
Luther King Capital Management (LKCM)
213
Luther King Capital Management (LKCM)
Texas
$1.68M
OPERF
214
Oregon Public Employees Retirement Fund
Oregon
$1.6M
Bank Julius Baer & Co
215
Bank Julius Baer & Co
Switzerland
$1.59M
BF
216
BOK Financial
Oklahoma
$1.56M
Alyeska Investment Group
217
Alyeska Investment Group
Illinois
$1.55M
N
218
Natixis
France
$1.54M
NMERB
219
New Mexico Educational Retirement Board
New Mexico
$1.52M
LTAS
220
Linden Thomas Advisory Services
North Carolina
$1.48M
Rockefeller Capital Management
221
Rockefeller Capital Management
New York
$1.42M
QT
222
Quantbot Technologies
New York
$1.41M
DM
223
Diversified Management
Wisconsin
$1.39M
AP
224
Appleton Partners
Massachusetts
$1.37M
CIC
225
Crawford Investment Counsel
Georgia
$1.37M