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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 %
State of Wisconsin Investment Board
251
State of Wisconsin Investment Board
Wisconsin
$884K +$73K +452 +9%
WLG
252
Williamson Legacy Group
Indiana
$881K -$10.7K -66 -1%
NG
253
Novem Group
New York
$877K +$231K +1,433 +36%
SFI
254
Susquehanna Fundamental Investments
Pennsylvania
$850K +$850K +5,262 New
MGIA
255
Moneta Group Investment Advisors
Missouri
$834K -$54.3K -336 -6%
Federated Hermes
256
Federated Hermes
Pennsylvania
$826K +$9.53K +59 +1%
IB
257
Intrust Bank
Kansas
$826K +$87.2K +540 +12%
IP
258
Isthmus Partners
Wisconsin
$820K – – –
EI
259
Ethic Inc
New York
$819K +$33.3K +203 +4%
D.E. Shaw & Co
260
D.E. Shaw & Co
New York
$807K -$1.37M -8,482 -63%
QCM
261
QRG Capital Management
Illinois
$805K +$70.9K +439 +10%
CAPTRUST Financial Advisors
262
CAPTRUST Financial Advisors
North Carolina
$801K +$8.72K +54 +1%
NG
263
Norden Group
Utah
$797K +$512K +3,168 +179%
CGH
264
Crossmark Global Holdings
Texas
$750K -$3.88K -24 -0.5%
Bank of Nova Scotia
265
Bank of Nova Scotia
Ontario, Canada
$743K +$743K +4,599 New
PAG
266
Private Advisor Group
New Jersey
$727K -$187K -1,161 -20%
CG
267
Caprock Group
Idaho
$726K +$15.8K +98 +2%
MAM
268
Martingale Asset Management
Massachusetts
$709K +$709K +4,393 New
PWG
269
Portside Wealth Group
Utah
$701K +$256K +1,586 +58%
CB
270
Commerce Bank
Missouri
$699K -$6.62K -41 -0.9%
SGAM
271
Smith Group Asset Management
Texas
$699K +$699K +4,330 New
SWM
272
Sendero Wealth Management
Texas
$696K -$244K -1,510 -26%
AAS
273
Avantax Advisory Services
Texas
$692K -$158K -978 -19%
NRD
274
Nebula Research & Development
New York
$690K +$455K +2,816 +193%
GI
275
GAMMA Investing
California
$686K +$407K +2,520 +146%
9 10
11
12 13