Mutual Advisors’s Houlihan Lokey HLI Stock Holding History

Mutual 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	-1,135	Closed	-$222K	–	1311
2025 Q2	$222K	Buy	+1,135	New	+$191K	0.01%	1092

Other funds holding HLI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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 New York $33.1B AUM 11.16% 1-Year Est. Return

Mutual Advisors's HLI Position: Q3 2025 in Review

Mutual Advisors sold out of Houlihan Lokey (HLI) in Q3 2025, closing a stake of 1,135 shares — an estimated $222K sold.

Mutual Advisors first reported a position in HLI in Q2 2025 and held it in 1 quarter. The position peaked at $222K in Q2 2025. 551 funds tracked by Wall St. Rank hold HLI as of Q3 2025.

Mutual Advisors reported no remaining Houlihan Lokey position as of Q3 2025 after selling out during the quarter.
Mutual Advisors sold 1,135 Houlihan Lokey shares in Q3 2025, an estimated $222K.
Mutual Advisors first reported a position in Houlihan Lokey in Q2 2025 and held it in 1 quarter.
Mutual Advisors's Houlihan Lokey position peaked at $222K in Q2 2025.
551 funds tracked by Wall St. Rank held Houlihan Lokey as of Q3 2025.

Based on Mutual Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.