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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
$98.3M
2
Capital Research Global Investors
Capital Research Global Investors
California
$144M
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
$49.4M

Top Sellers

1
EARNEST Partners
EARNEST Partners
Georgia
$445M
2
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$189M
3
Ameriprise
Ameriprise
Minnesota
$88.1M
4
Point72 Asset Management
Point72 Asset Management
Connecticut
$0
5
First Trust Advisors
First Trust Advisors
Illinois
$73.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
FC
276
Farringdon Capital
United Kingdom
$868K +$868K +4,823 New
VAS
277
Vestmark Advisory Solutions
Massachusetts
$856K +$407K +2,264 +91%
Pacer Advisors
278
Pacer Advisors
Pennsylvania
$855K +$855K +4,750 New
GI
279
GAMMA Investing
California
$849K +$84.2K +468 +11%
CFO
280
Callan Family Office
Pennsylvania
$844K +$574K +3,188 +213%
AIM
281
Aigen Investment Management
New York
$824K +$169K +937 +26%
PWG
282
Portside Wealth Group
Utah
$817K +$35.8K +199 +5%
SFS
283
Sowell Financial Services
Arkansas
$813K +$464K +2,577 +133%
BIM
284
Bridges Investment Management
Nebraska
$807K +$65.9K +366 +9%
CB
285
Commerce Bank
Missouri
$779K – – –
IIC
286
Integrated Investment Consultants
Michigan
$776K -$852K -4,734 -52%
SWM
287
Sendero Wealth Management
Texas
$776K – – –
AAS
288
Avantax Advisory Services
Texas
$754K -$16.9K -94 -2%
TC
289
TownSquare Capital
Utah
$751K -$6.89M -38,316 -90%
SAM
290
Securian Asset Management
Minnesota
$747K – – –
M&T Bank
291
M&T Bank
New York
$743K +$76.7K +426 +12%
GCP
292
GSA Capital Partners
United Kingdom
$738K +$738K +4,103 New
Janney Montgomery Scott
293
Janney Montgomery Scott
Pennsylvania
$733K -$15.6M -86,609 -96%
CG
294
Clifford Group
Massachusetts
$725K -$1.26K -7 -0.2%
SOW
295
State of Wyoming
Wyoming
$717K +$218K +1,209 +44%
NGA
296
Naples Global Advisors
Florida
$715K -$45.9K -255 -6%
SIM
297
Studio Investment Management
Illinois
$704K -$6.3K -35 -0.9%
YMRC
298
Yorktown Management & Research Company
Virginia
$693K – – –
BCM
299
Brookstone Capital Management
Illinois
$692K -$41.2K -229 -6%
GC
300
Guggenheim Capital
Illinois
$683K -$12.6K -70 -2%
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