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Houlihan Lokey
HLI

Overview Fund Activity

538 hedge funds and large institutions have $9.88B invested in Houlihan Lokey in 2025 Q2 according to their latest regulatory filings, with 77 funds opening new positions, 187 increasing their positions, 207 reducing their positions, and 52 closing their positions.

Holders
538
Holders Change
+18
Holders Change %
+3.46%
% of All Funds
7.23%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
77
Increased
187
Reduced
207
Closed
52
Calls
$1.15M
Puts
$1.94M
Net Calls
-$791K
Net Calls Change
-$3.07M

Top Buyers

1
Norges Bank
1
Norges Bank
Norway
$127M
2
CIP
2
Champlain Investment Partners
Vermont
$98.3M
3
Capital Research Global Investors
3
Capital Research Global Investors
California
$144M
4
RG
4
Renaissance Group
Kentucky
$34.1M
5
Assenagon Asset Management
5
Assenagon Asset Management
Luxembourg
$32.9M

Top Sellers

1
EARNEST Partners
1
EARNEST Partners
Georgia
$445M
2
T. Rowe Price Investment Management
2
T. Rowe Price Investment Management
Maryland
$189M
3
Ameriprise
3
Ameriprise
Minnesota
$88.1M
4
Point72 Asset Management
4
Point72 Asset Management
Connecticut
$0
5
First Trust Advisors
5
First Trust Advisors
Illinois
$73.2M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$1.02B 5,687,367 +67,588 +1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$952M 5,291,432 -15,172 -0.3%
Kayne Anderson Rudnick Investment Management
3
Kayne Anderson Rudnick Investment Management
California
$541M 3,006,952 +79,993 +3%
EARNEST Partners
4
EARNEST Partners
Georgia
$445M 2,472,469 -176,439 -7%
State Street
5
State Street
Massachusetts
$309M 1,716,610 -19,440 -1%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$293M 1,628,556 -55,378 -3%
Wellington Management Group
7
Wellington Management Group
Massachusetts
$263M 1,459,217 +64,069 +5%
BAM
8
Burgundy Asset Management
Ontario, Canada
$221M 1,225,966 +36,144 +3%
BAMCO Inc
9
BAMCO Inc
New York
$206M 1,146,143 +1,964 +0.2%
T. Rowe Price Investment Management
10
T. Rowe Price Investment Management
Maryland
$189M 1,052,247 -149,299 -12%
Bank of America
11
Bank of America
North Carolina
$188M 1,041,990 +41,470 +4%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$187M 1,041,590 +21,132 +2%
Raymond James Financial
13
Raymond James Financial
Florida
$157M 874,078 +82,002 +10%
Invesco
14
Invesco
Georgia
$152M 846,640 -69,372 -8%
Capital Research Global Investors
15
Capital Research Global Investors
California
$144M 798,836 +294,781 +58%
Capital International Investors
16
Capital International Investors
California
$144M 798,358 +3,447 +0.4%
FMI
17
Fiduciary Management Inc
Wisconsin
$135M 751,325 -3,616 -0.5%
Norges Bank
18
Norges Bank
Norway
$127M 704,214 +704,214 New
SEI Investments
19
SEI Investments
Pennsylvania
$124M 690,624 +86,244 +14%
Neuberger Berman Group
20
Neuberger Berman Group
New York
$123M 681,791 -18,860 -3%
Morgan Stanley
21
Morgan Stanley
New York
$112M 623,260 +76,462 +14%
Charles Schwab
22
Charles Schwab
California
$106M 589,739 -9,028 -2%
ClearBridge Investments
23
ClearBridge Investments
New York
$104M 579,902 -54,064 -9%
Dimensional Fund Advisors
24
Dimensional Fund Advisors
Texas
$99.8M 554,770 -3,029 -0.5%
CIP
25
Champlain Investment Partners
Vermont
$98.3M 546,340 +361,085 +195%
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