We are live on ! Find out more
HLI icon

Houlihan Lokey

548 hedge funds and large institutions have $9.93B invested in Houlihan Lokey in 2025 Q2 according to their latest regulatory filings, with 81 funds opening new positions, 191 increasing their positions, 208 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more call options, than puts

Call options by funds: $3.85M | Put options by funds: $2.48M

53% more first-time investments, than exits

New positions opened: 81 | Existing positions closed: 53

15% more capital invested

Capital invested by funds: $8.6B → $9.93B (+$1.32B)

5% more funds holding

Funds holding: 524548 (+24)

3.92% more ownership

Funds ownership: 98.6%102.52% (+3.9%)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

8% less repeat investments, than reductions

Existing positions increased: 191 | Existing positions reduced: 208

Holders
548
Holders Change
+24
Holders Change %
+4.58%
% of All Funds
7.21%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
81
Increased
191
Reduced
208
Closed
53
Calls
$3.85M
Puts
$2.48M
Net Calls
+$1.37M
Net Calls Change
-$908K
Name Holding Trade Value Shares
Change
Change in
Stake
Verition Fund Management
226
Verition Fund Management
Connecticut
$1.59M -$2.04M -12,154 -58%
LTAS
227
Linden Thomas Advisory Services
North Carolina
$1.58M -$239K -1,425 -14%
AWM
228
Avior Wealth Management
Nebraska
$1.53M -$3.53K -21 -0.2%
Envestnet Portfolio Solutions
229
Envestnet Portfolio Solutions
Illinois
$1.51M -$125K -747 -8%
Creative Planning
230
Creative Planning
Kansas
$1.5M +$151K +899 +12%
Susquehanna International Group
231
Susquehanna International Group
Pennsylvania
$1.48M +$1.38M +8,213 New
DTL
232
Dynamic Technology Lab
Singapore
$1.46M +$1.36M +8,120 New
HCMT
233
Highland Capital Management (Tennessee)
Tennessee
$1.45M +$1.35M +8,062 New
Pictet Asset Management
234
Pictet Asset Management
Switzerland
$1.43M +$14.1K +84 +1%
X
235
Xponance
Pennsylvania
$1.43M +$220K +1,308 +20%
Truist Financial
236
Truist Financial
North Carolina
$1.41M -$224K -1,334 -15%
FRM
237
Fox Run Management
Connecticut
$1.38M +$1.29M +7,681 New
ASN
238
Advisory Services Network
Georgia
$1.36M +$83.3K +496 +7%
SGAM
239
Smith Group Asset Management
Texas
$1.32M +$502K +2,990 +69%
GWM
240
Gibbs Wealth Management
Georgia
$1.23M +$168K +1,002 +17%
IWC
241
Integrated Wealth Concepts
Massachusetts
$1.22M -$783K -4,660 -41%
AG
242
Algert Global
California
$1.22M -$1.27M -7,580 -53%
BF
243
BOK Financial
Oklahoma
$1.21M +$1.13M +6,745 New
TFCM
244
Taylor Frigon Capital Management
Arizona
$1.2M -$16.3K -97 -1%
Universal-Beteiligungs- und Servicegesellschaft
245
Universal-Beteiligungs- und Servicegesellschaft
Germany
$1.16M -$131K -782 -11%
CAM
246
Cresset Asset Management
Illinois
$1.16M -$290K -1,726 -21%
JIR
247
James Investment Research
Ohio
$1.14M
FB
248
Fulton Bank
Pennsylvania
$1.11M -$107K -634 -9%
MLM
249
Mount Lucas Management
Pennsylvania
$1.1M +$493K +2,937 +93%
SOADOR
250
State of Alaska Department of Revenue
Alaska
$1.09M -$47K -280 -4%

HLI Hedge Fund Activity: Q2 2025 in Review

548 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Houlihan Lokey (HLI) for Q2 2025, worth a combined $9.93B — up 15% from $8.6B a quarter earlier.

Buyers outnumbered sellers: 81 funds opened new HLI positions and 53 closed out — a net gain of 28 holders — while 191 added to existing stakes and 208 trimmed.

The largest buyer was Champlain Investment Partners, adding an estimated $60.7M. The largest seller was EARNEST Partners, cutting an estimated $29.6M.

  • 548 institutional investors held Houlihan Lokey (HLI) as of Q2 2025, up from 524 in Q1 2025.
  • Funds reported $9.93B of Houlihan Lokey stock for Q2 2025, up 15% quarter-over-quarter.
  • 81 funds opened new Houlihan Lokey positions in Q2 2025 and 53 closed out, a net change of +28 holders.
  • The largest Houlihan Lokey buyer in Q2 2025 was Champlain Investment Partners, an estimated $60.7M added.
  • The largest Houlihan Lokey seller in Q2 2025 was EARNEST Partners, an estimated $29.6M sold.

Based on aggregated 13F filings for Q2 2025.