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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
Jones Financial Companies
251
Jones Financial Companies
Missouri
$1.08M -$21K -125 -2%
Luther King Capital Management (LKCM)
252
Luther King Capital Management (LKCM)
Texas
$1.08M +$1.01M +6,025 New
IB
253
Intrust Bank
Kansas
$1.08M +$150K +892 +17%
SMF
254
Scott Marsh Financial
Utah
$1.07M +$1M +5,973 New
TD Asset Management
255
TD Asset Management
Ontario, Canada
$1.06M
RMC
256
Resources Management Corp
Connecticut
$1.05M +$9.24K +55 +0.9%
Arrowstreet Capital
257
Arrowstreet Capital
Massachusetts
$1.03M +$964K +5,740 New
Two Sigma Advisers
258
Two Sigma Advisers
New York
$1.01M +$571K +3,400 +155%
COI
259
Connable Office Inc
Michigan
$1M -$149K -884 -14%
CGH
260
Crossmark Global Holdings
Texas
$985K +$139K +826 +18%
QCM
261
QRG Capital Management
Illinois
$982K +$79K +470 +9%
BHCM
262
Brevan Howard Capital Management
Jersey
$968K +$904K +5,382 New
EI
263
Ethic Inc
New York
$961K +$46.4K +276 +6%
Walleye Trading
264
Walleye Trading
New York
$951K +$303K +1,803 +52%
NG
265
Norden Group
Utah
$944K +$52.1K +310 +6%
MGIA
266
Moneta Group Investment Advisors
Missouri
$935K +$4.87K +29 +0.6%
BC
267
Bayforest Capital
United Kingdom
$934K -$156K -927 -15%
State of Wisconsin Investment Board
268
State of Wisconsin Investment Board
Wisconsin
$923K -$58.3K -347 -6%
IP
269
Isthmus Partners
Wisconsin
$914K
N
270
Numerai
California
$914K +$853K +5,079 New
Federated Hermes
271
Federated Hermes
Pennsylvania
$904K -$16K -95 -2%
First Eagle Investment Management
272
First Eagle Investment Management
New York
$899K +$134K +799 +19%
D.E. Shaw & Co
273
D.E. Shaw & Co
New York
$891K -$7.06K -42 -0.8%
SFA
274
Sequoia Financial Advisors
Ohio
$883K +$824K +4,905 New
II
275
Inspire Investing
Idaho
$879K +$821K +4,884 New

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.