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Houlihan Lokey
HLI

Overview Fund Activity

542 hedge funds and large institutions have $9.92B invested in Houlihan Lokey in 2025 Q2 according to their latest regulatory filings, with 79 funds opening new positions, 188 increasing their positions, 208 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
542
Holders Change
+22
Holders Change %
+4.23%
% of All Funds
7.27%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
79
Increased
188
Reduced
208
Closed
52
Calls
$3.85M
Puts
$2.48M
Net Calls
+$1.37M
Net Calls Change
-$908K

Top Buyers

1
CIP
Champlain Investment Partners
Vermont
+$65M
2
Capital Research Global Investors
Capital Research Global Investors
California
+$53M
3
RG
Renaissance Group
Kentucky
+$34.1M
4
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$32.9M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$29.9M

Top Sellers

1
EARNEST Partners
EARNEST Partners
Georgia
-$31.8M
2
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$26.9M
3
Ameriprise
Ameriprise
Minnesota
-$19M
4
Point72 Asset Management
Point72 Asset Management
Connecticut
-$18.5M
5
First Trust Advisors
First Trust Advisors
Illinois
-$16.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
Luther King Capital Management (LKCM)
251
Luther King Capital Management (LKCM)
Texas
$1.08M +$1.08M +6,025 New
IB
252
Intrust Bank
Kansas
$1.08M +$161K +892 +17%
SMF
253
Scott Marsh Financial
Utah
$1.07M +$1.07M +5,973 New
TD Asset Management
254
TD Asset Management
Ontario, Canada
$1.06M – – –
RMC
255
Resources Management Corp
Connecticut
$1.05M +$9.9K +55 +0.9%
Arrowstreet Capital
256
Arrowstreet Capital
Massachusetts
$1.03M +$1.03M +5,740 New
Two Sigma Advisers
257
Two Sigma Advisers
New York
$1.01M +$612K +3,400 +155%
COI
258
Connable Office Inc
Michigan
$1M -$159K -884 -14%
CGH
259
Crossmark Global Holdings
Texas
$985K +$149K +826 +18%
QCM
260
QRG Capital Management
Illinois
$982K +$84.6K +470 +9%
BHCM
261
Brevan Howard Capital Management
Jersey
$968K +$968K +5,382 New
EI
262
Ethic Inc
New York
$961K +$50.4K +276 +6%
Walleye Trading
263
Walleye Trading
New York
$951K +$324K +1,803 +52%
NG
264
Norden Group
Utah
$944K +$55.8K +310 +6%
MGIA
265
Moneta Group Investment Advisors
Missouri
$935K +$5.22K +29 +0.6%
BC
266
Bayforest Capital
United Kingdom
$934K -$167K -927 -15%
State of Wisconsin Investment Board
267
State of Wisconsin Investment Board
Wisconsin
$923K -$62.4K -347 -6%
IP
268
Isthmus Partners
Wisconsin
$914K – – –
N
269
Numerai
California
$914K +$914K +5,079 New
Federated Hermes
270
Federated Hermes
Pennsylvania
$904K -$17.1K -95 -2%
First Eagle Investment Management
271
First Eagle Investment Management
New York
$899K +$144K +799 +19%
D.E. Shaw & Co
272
D.E. Shaw & Co
New York
$891K -$7.56K -42 -0.8%
SFA
273
Sequoia Financial Advisors
Ohio
$883K +$883K +4,905 New
II
274
Inspire Investing
Idaho
$879K +$879K +4,884 New
CAPTRUST Financial Advisors
275
CAPTRUST Financial Advisors
North Carolina
$875K -$18.2K -101 -2%
9 10
11
12 13