CI Investments Inc
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CI Investments Inc’s Houlihan Lokey HLI Stock Holding History

CI Investments Inc’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
-1,773
Closed -$364K – 916
2025
Q3 		$364K Sell
1,773
-205
-10% -$40.2K ﹤0.01% 575
2025
Q2 		$356K Sell
1,978
-148
-7% -$24.9K ﹤0.01% 597
2025
Q1 		$343K Buy
2,126
+222
+12% +$38.1K ﹤0.01% 601
2024
Q4 		$331K Buy
1,904
+489
+35% +$86.1K ﹤0.01% 600
2024
Q3 		$224K Buy
1,415
+133
+10% +$19.9K ﹤0.01% 633
2024
Q2 		$173K Buy
1,282
+74
+6% +$9.69K ﹤0.01% 671
2024
Q1 		$155K Buy
1,208
+214
+22% +$26.5K ﹤0.01% 770
2023
Q4 		$119K Sell
994
-210
-17% -$22.8K ﹤0.01% 795
2023
Q3 		$129K Buy
1,204
+19
+2% +$1.96K ﹤0.01% 769
2023
Q2 		$116K Buy
1,185
+52
+5% +$4.7K ﹤0.01% 751
2023
Q1 		$99K Buy
1,133
+16
+1% +$1.5K ﹤0.01% 744
2022
Q4 		$97K Buy
1,117
+739
+196% +$66.4K ﹤0.01% 752
2022
Q3 		$28K Sell
378
-21
-5% -$1.7K ﹤0.01% 961
2022
Q2 		$31K Sell
399
-304
-43% -$25.4K ﹤0.01% 903
2022
Q1 		$62K Sell
703
-3,958
-85% -$408K ﹤0.01% 935
2021
Q4 		$483K Buy
4,661
+2,435
+109% +$260K ﹤0.01% 586
2021
Q3 		$205K Buy
2,226
+27
+1% +$2.37K ﹤0.01% 721
2021
Q2 		$180K Buy
2,199
+846
+63% +$61.2K ﹤0.01% 756
2021
Q1 		$90K Sell
1,353
-294
-18% -$19.8K ﹤0.01% 791
2020
Q4 		$111K Buy
+1,647
New +$107K ﹤0.01% 726

Other funds holding HLI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

CI Investments Inc's HLI Position: Q4 2025 in Review

CI Investments Inc sold out of Houlihan Lokey (HLI) in Q4 2025, closing a stake of 1,773 shares — an estimated $364K sold.

CI Investments Inc first reported a position in HLI in Q4 2020 and held it in 20 quarters. The position peaked at $483K in Q4 2021. 577 funds tracked by Wall St. Rank hold HLI as of Q4 2025.

  • CI Investments Inc reported no remaining Houlihan Lokey position as of Q4 2025 after selling out during the quarter.
  • CI Investments Inc sold 1,773 Houlihan Lokey shares in Q4 2025, an estimated $364K.
  • CI Investments Inc first reported a position in Houlihan Lokey in Q4 2020 and held it in 20 quarters.
  • CI Investments Inc's Houlihan Lokey position peaked at $483K in Q4 2021.
  • 577 funds tracked by Wall St. Rank held Houlihan Lokey as of Q4 2025.

Based on CI Investments Inc's 13F filing for Q4 2025, filed 12 Feb 2026.