HLI icon

Houlihan Lokey

543 hedge funds and large institutions have $9.93B invested in Houlihan Lokey in 2025 Q2 according to their latest regulatory filings, with 79 funds opening new positions, 188 increasing their positions, 209 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

4% more funds holding

Funds holding: 520543 (+23)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

10% less repeat investments, than reductions

Existing positions increased: 188 | Existing positions reduced: 209

Holders
543
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$3.85M
Puts
$2.48M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LTAS
226
Linden Thomas Advisory Services
North Carolina
$1.58M
AWM
227
Avior Wealth Management
Nebraska
$1.53M
Envestnet Portfolio Solutions
228
Envestnet Portfolio Solutions
Illinois
$1.51M
Creative Planning
229
Creative Planning
Kansas
$1.5M
Susquehanna International Group
230
Susquehanna International Group
Pennsylvania
$1.48M
Osaic Holdings
231
Osaic Holdings
Arizona
$1.47M
DTL
232
Dynamic Technology Lab
Singapore
$1.46M
HCMT
233
Highland Capital Management (Tennessee)
Tennessee
$1.45M
Pictet Asset Management
234
Pictet Asset Management
Switzerland
$1.43M
X
235
Xponance
Pennsylvania
$1.43M
Truist Financial
236
Truist Financial
North Carolina
$1.41M
FRM
237
Fox Run Management
Connecticut
$1.38M
ASN
238
Advisory Services Network
Georgia
$1.36M
CAM
239
Cresset Asset Management
Illinois
$1.33M
SGAM
240
Smith Group Asset Management
Texas
$1.32M
GWM
241
Gibbs Wealth Management
Georgia
$1.23M
IWC
242
Integrated Wealth Concepts
Massachusetts
$1.22M
AG
243
Algert Global
California
$1.22M
BF
244
BOK Financial
Oklahoma
$1.21M
TFCM
245
Taylor Frigon Capital Management
Arizona
$1.2M
Universal-Beteiligungs- und Servicegesellschaft
246
Universal-Beteiligungs- und Servicegesellschaft
Germany
$1.16M
JIR
247
James Investment Research
Ohio
$1.14M
FB
248
Fulton Bank
Pennsylvania
$1.11M
MLM
249
Mount Lucas Management
Pennsylvania
$1.1M
SOADOR
250
State of Alaska Department of Revenue
Alaska
$1.09M