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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 %
SMF
251
Scott Marsh Financial
Utah
$1.07M 5,973 +5,973 New
TD Asset Management
252
TD Asset Management
Ontario, Canada
$1.06M 5,900 – –
RMC
253
Resources Management Corp
Connecticut
$1.05M 5,845 +55 +0.9%
Arrowstreet Capital
254
Arrowstreet Capital
Massachusetts
$1.03M 5,740 +5,740 New
Two Sigma Advisers
255
Two Sigma Advisers
New York
$1.01M 5,600 +3,400 +155%
COI
256
Connable Office Inc
Michigan
$1M 5,576 -884 -14%
CGH
257
Crossmark Global Holdings
Texas
$985K 5,472 +826 +18%
QCM
258
QRG Capital Management
Illinois
$982K 5,457 +470 +9%
BHCM
259
Brevan Howard Capital Management
Jersey
$968K 5,382 +5,382 New
EI
260
Ethic Inc
New York
$961K 5,265 +276 +6%
Walleye Trading
261
Walleye Trading
New York
$951K 5,283 +1,803 +52%
NG
262
Norden Group
Utah
$944K 5,248 +310 +6%
MGIA
263
Moneta Group Investment Advisors
Missouri
$935K 5,194 +29 +0.6%
BC
264
Bayforest Capital
United Kingdom
$934K 5,188 -927 -15%
State of Wisconsin Investment Board
265
State of Wisconsin Investment Board
Wisconsin
$923K 5,129 -347 -6%
IP
266
Isthmus Partners
Wisconsin
$914K 5,080 – –
N
267
Numerai
California
$914K 5,079 +5,079 New
Federated Hermes
268
Federated Hermes
Pennsylvania
$904K 5,021 -95 -2%
First Eagle Investment Management
269
First Eagle Investment Management
New York
$899K 4,996 +799 +19%
D.E. Shaw & Co
270
D.E. Shaw & Co
New York
$891K 4,953 -42 -0.8%
SFA
271
Sequoia Financial Advisors
Ohio
$883K 4,905 +4,905 New
II
272
Inspire Investing
Idaho
$879K 4,884 +4,884 New
CAPTRUST Financial Advisors
273
CAPTRUST Financial Advisors
North Carolina
$875K 4,861 -101 -2%
FC
274
Farringdon Capital
United Kingdom
$868K 4,823 +4,823 New
VAS
275
Vestmark Advisory Solutions
Massachusetts
$856K 4,758 +2,264 +91%
9 10
11
12 13