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Houlihan Lokey

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

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 → $7.72B (-$1.57B)

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: 32 (-1)

Holders
544
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
OSAM
201
O'Shaughnessy Asset Management
Connecticut
$2.03M
MML Investors Services
202
MML Investors Services
Massachusetts
$2.03M
DC
203
Davenport & Co
Virginia
$2.02M
OTL
204
Oak Thistle LLC
New York
$2M
HF
205
HRT Financial
New York
$1.96M
COPPSERS
206
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.96M
SC
207
SummitTX Capital
Texas
$1.95M
VIA
208
Vanguard Investments Australia
Australia
$1.95M
PAM
209
PineStone Asset Management
Quebec, Canada
$1.91M
SOMRS
210
State of Michigan Retirement System
Michigan
$1.88M
KK
211
KLP Kapitalforvaltning
Norway
$1.82M
Universal-Beteiligungs- und Servicegesellschaft
212
Universal-Beteiligungs- und Servicegesellschaft
Germany
$1.78M
NMIMC
213
Northwestern Mutual Investment Management Company
Wisconsin
$1.75M
AWCI
214
Alpine Woods Capital Investors
New York
$1.72M
DTL
215
Dynamic Technology Lab
Singapore
$1.7M
Luther King Capital Management (LKCM)
216
Luther King Capital Management (LKCM)
Texas
$1.68M
OPERF
217
Oregon Public Employees Retirement Fund
Oregon
$1.6M
Bank Julius Baer & Co
218
Bank Julius Baer & Co
Switzerland
$1.59M
BF
219
BOK Financial
Oklahoma
$1.56M
Alyeska Investment Group
220
Alyeska Investment Group
Illinois
$1.55M
N
221
Natixis
France
$1.54M
NMERB
222
New Mexico Educational Retirement Board
New Mexico
$1.52M
LTAS
223
Linden Thomas Advisory Services
North Carolina
$1.48M
Rockefeller Capital Management
224
Rockefeller Capital Management
New York
$1.42M
QT
225
Quantbot Technologies
New York
$1.41M