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Kapitalo Investimentos’s Houlihan Lokey HLI Stock Holding History

Kapitalo Investimentos’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
Q1 		– Sell
-604
Closed -$105K – 194
2024
Q4 		$105K Buy
+604
New +$106K 0.07% 154
2024
Q2 		– Sell
-2,472
Closed -$317K – 232
2024
Q1 		$317K Buy
2,472
+2,402
+3,431% +$297K 0.07% 160
2023
Q4 		$8.39K Sell
70
-1,095
-94% -$119K ﹤0.01% 506
2023
Q3 		$125K Buy
1,165
+829
+247% +$85.5K 0.02% 367
2023
Q2 		$33K Buy
+336
New +$30.4K 0.01% 425

Other funds holding HLI

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $32.2B AUM 10.98% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 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 $66.6B AUM 7.35% 1-Year Est. Return

Kapitalo Investimentos's HLI Position: Q1 2025 in Review

Kapitalo Investimentos sold out of Houlihan Lokey (HLI) in Q1 2025, closing a stake of 604 shares — an estimated $105K sold.

Kapitalo Investimentos first reported a position in HLI in Q2 2023 and held it in 5 quarters. The position peaked at $317K in Q1 2024. 526 funds tracked by Wall St. Rank hold HLI as of Q1 2025.

  • Kapitalo Investimentos reported no remaining Houlihan Lokey position as of Q1 2025 after selling out during the quarter.
  • Kapitalo Investimentos sold 604 Houlihan Lokey shares in Q1 2025, an estimated $105K.
  • Kapitalo Investimentos first reported a position in Houlihan Lokey in Q2 2023 and held it in 5 quarters.
  • Kapitalo Investimentos's Houlihan Lokey position peaked at $317K in Q1 2024.
  • 526 funds tracked by Wall St. Rank held Houlihan Lokey as of Q1 2025.

Based on Kapitalo Investimentos's 13F filing for Q1 2025, filed 7 May 2025.