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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
7.22%
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 %
Envestnet Portfolio Solutions
226
Envestnet Portfolio Solutions
Illinois
$1.51M 8,414 -747 -8%
Creative Planning
227
Creative Planning
Kansas
$1.5M 8,354 +899 +12%
Osaic Holdings
228
Osaic Holdings
Arizona
$1.47M 8,468 -494 -6%
DTL
229
Dynamic Technology Lab
Singapore
$1.46M 8,120 +8,120 New
HCMT
230
Highland Capital Management (Tennessee)
Tennessee
$1.45M 8,062 +8,062 New
Pictet Asset Management
231
Pictet Asset Management
Switzerland
$1.43M 7,967 +84 +1%
X
232
Xponance
Pennsylvania
$1.43M 7,958 +1,308 +20%
Truist Financial
233
Truist Financial
North Carolina
$1.41M 7,827 -1,334 -15%
FRM
234
Fox Run Management
Connecticut
$1.38M 7,681 +7,681 New
ASN
235
Advisory Services Network
Georgia
$1.36M 7,138 +496 +7%
CAM
236
Cresset Asset Management
Illinois
$1.33M 7,416 -740 -9%
SGAM
237
Smith Group Asset Management
Texas
$1.32M 7,320 +2,990 +69%
GWM
238
Gibbs Wealth Management
Georgia
$1.23M 6,855 +6,855 New
IWC
239
Integrated Wealth Concepts
Massachusetts
$1.22M 6,775 -4,660 -41%
AG
240
Algert Global
California
$1.22M 6,776 -7,580 -53%
BF
241
BOK Financial
Oklahoma
$1.21M 6,745 +6,745 New
TFCM
242
Taylor Frigon Capital Management
Arizona
$1.2M 6,675 -97 -1%
Universal-Beteiligungs- und Servicegesellschaft
243
Universal-Beteiligungs- und Servicegesellschaft
Germany
$1.16M 6,452 -782 -11%
JIR
244
James Investment Research
Ohio
$1.14M 6,341 – –
FB
245
Fulton Bank
Pennsylvania
$1.11M 6,180 -634 -9%
MLM
246
Mount Lucas Management
Pennsylvania
$1.1M 6,106 +2,937 +93%
SOADOR
247
State of Alaska Department of Revenue
Alaska
$1.09M 6,050 -280 -4%
Jones Financial Companies
248
Jones Financial Companies
Missouri
$1.08M 5,948 -125 -2%
Luther King Capital Management (LKCM)
249
Luther King Capital Management (LKCM)
Texas
$1.08M 6,025 +6,025 New
IB
250
Intrust Bank
Kansas
$1.08M 6,004 +892 +17%
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