Capstone Investment Advisors
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Capstone Investment Advisors’s Houlihan Lokey HLI Stock Holding History

Capstone Investment Advisors’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
Q3 		– Sell
-2,321
Closed -$418K – 1969
2025
Q2 		$418K Buy
+2,321
New +$390K ﹤0.01% 1224

Other funds holding HLI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Capstone Investment Advisors's HLI Position: Q3 2025 in Review

Capstone Investment Advisors sold out of Houlihan Lokey (HLI) in Q3 2025, closing a stake of 2,321 shares — an estimated $418K sold.

Capstone Investment Advisors first reported a position in HLI in Q2 2025 and held it in 1 quarter. The position peaked at $418K in Q2 2025. 551 funds tracked by Wall St. Rank hold HLI as of Q3 2025.

  • Capstone Investment Advisors reported no remaining Houlihan Lokey position as of Q3 2025 after selling out during the quarter.
  • Capstone Investment Advisors sold 2,321 Houlihan Lokey shares in Q3 2025, an estimated $418K.
  • Capstone Investment Advisors first reported a position in Houlihan Lokey in Q2 2025 and held it in 1 quarter.
  • Capstone Investment Advisors's Houlihan Lokey position peaked at $418K in Q2 2025.
  • 551 funds tracked by Wall St. Rank held Houlihan Lokey as of Q3 2025.

Based on Capstone Investment Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.