AI
HLI icon

Atom Investors’s Houlihan Lokey HLI Stock Holding History

Atom Investors’s Portfolio HLI Stock Details HLI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-27,386
Closed -$5.62M – 683
2025
Q3 		$5.62M Buy
+27,386
New +$5.37M 0.43% 60
2019
Q1 		– Sell
-39,152
Closed -$1.44M – 600
2018
Q4 		$1.44M Buy
+39,152
New +$1.6M 0.14% 208

Other funds holding HLI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Atom Investors's HLI Position: Q4 2025 in Review

Atom Investors sold out of Houlihan Lokey (HLI) in Q4 2025, closing a stake of 27,386 shares — an estimated $5.62M sold.

Atom Investors first reported a position in HLI in Q4 2018 and held it in 2 quarters. The position peaked at $5.62M in Q3 2025. 576 funds tracked by Wall St. Rank hold HLI as of Q4 2025.

  • Atom Investors reported no remaining Houlihan Lokey position as of Q4 2025 after selling out during the quarter.
  • Atom Investors sold 27,386 Houlihan Lokey shares in Q4 2025, an estimated $5.62M.
  • Atom Investors first reported a position in Houlihan Lokey in Q4 2018 and held it in 2 quarters.
  • Atom Investors's Houlihan Lokey position peaked at $5.62M in Q3 2025.
  • 576 funds tracked by Wall St. Rank held Houlihan Lokey as of Q4 2025.

Based on Atom Investors's 13F filing for Q4 2025, filed 17 Feb 2026.