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Houlihan Lokey
HLI

Overview Fund Activity

520 hedge funds and large institutions have $8.49B invested in Houlihan Lokey in 2025 Q1 according to their latest regulatory filings, with 79 funds opening new positions, 199 increasing their positions, 169 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
520
Holders Change
+17
Holders Change %
+3.38%
% of All Funds
7.06%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.07%
New
79
Increased
199
Reduced
169
Closed
53
Calls
$5.57M
Puts
$3.3M
Net Calls
+$2.28M
Net Calls Change
+$539K

Top Buyers

1
CAM
Congress Asset Management
Massachusetts
+$81.4M
2
Capital Research Global Investors
Capital Research Global Investors
California
+$81.4M
3
Westfield Capital Management
Westfield Capital Management
Massachusetts
+$46.2M
4
Handelsbanken Fonder
Handelsbanken Fonder
Sweden
+$42.3M
5
BlackRock
BlackRock
New York
+$40.9M

Top Sellers

1
FMI
Fiduciary Management Inc
Wisconsin
-$73.4M
2
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
-$57.2M
3
EARNEST Partners
EARNEST Partners
Georgia
-$51.5M
4
Prudential Financial
Prudential Financial
New Jersey
-$43.1M
5
Neuberger Berman Group
Neuberger Berman Group
New York
-$38.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
226
Avior Wealth Management
Nebraska
$1.38M -$434K -2,688 -24%
CAM
227
Cresset Asset Management
Illinois
$1.32M -$834K -5,161 -39%
JFG
228
Jefferies Financial Group
New York
$1.28M +$1.07M +6,633 +520%
Pictet Asset Management
229
Pictet Asset Management
Switzerland
$1.27M +$67.5K +418 +6%
VPIM
230
Vanguard Personalized Indexing Management
California
$1.22M +$43.6K +270 +4%
Creative Planning
231
Creative Planning
Kansas
$1.2M +$453K +2,806 +60%
ACM
232
Aquatic Capital Management
Illinois
$1.18M -$707K -4,380 -37%
Universal-Beteiligungs- und Servicegesellschaft
233
Universal-Beteiligungs- und Servicegesellschaft
Germany
$1.17M +$1.17M +7,234 New
FB
234
Fulton Bank
Pennsylvania
$1.1M -$130K -807 -11%
TFCM
235
Taylor Frigon Capital Management
Arizona
$1.09M +$5.65K +35 +0.5%
PHK
236
Point72 Hong Kong
Hong Kong
$1.08M +$1.08M +6,698 New
X
237
Xponance
Pennsylvania
$1.07M +$21.3K +132 +2%
ASN
238
Advisory Services Network
Georgia
$1.07M +$1.78K +11 +0.2%
KPWS
239
Kestra Private Wealth Services
Texas
$1.05M +$339K +2,098 +47%
EW
240
Evoke Wealth
California
$1.05M -$11.8K -73 -1%
COI
241
Connable Office Inc
Michigan
$1.04M – – –
JIR
242
James Investment Research
Ohio
$1.02M – – –
SOADOR
243
State of Alaska Department of Revenue
Alaska
$1.02M +$35.5K +220 +4%
BC
244
Bayforest Capital
United Kingdom
$988K +$579K +3,587 +142%
Jones Financial Companies
245
Jones Financial Companies
Missouri
$961K +$68.9K +435 +8%
TD Asset Management
246
TD Asset Management
Ontario, Canada
$953K – – –
MFGM
247
Marshall Financial Group (Maryland)
Maryland
$946K +$107K +661 +13%
RMC
248
Resources Management Corp
Connecticut
$935K +$278K +1,722 +42%
UBP
249
Union Bancaire Privee
Switzerland
$917K -$613K -3,808 -40%
PD
250
Point72 (DIFC)
United Arab Emirates
$910K +$735K +4,549 +418%
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10
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