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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 %
NGA
276
Naples Global Advisors
Florida
$683K -$96.9K -600 -12%
First Eagle Investment Management
277
First Eagle Investment Management
New York
$678K -$16.2K -100 -2%
Los Angeles Capital Management
278
Los Angeles Capital Management
California
$676K – – –
SAM
279
Securian Asset Management
Minnesota
$670K +$16.2K +100 +2%
BIM
280
Bridges Investment Management
Nebraska
$666K -$136K -844 -17%
HIM
281
Hanlon Investment Management
New Jersey
$662K -$59.4K -368 -8%
BCM
282
Brookstone Capital Management
Illinois
$658K +$14.5K +90 +2%
CG
283
Clifford Group
Massachusetts
$651K -$34.2K -212 -5%
A
284
AlphaQuest
New York
$650K +$267K +1,651 +69%
AWCI
285
Alpine Woods Capital Investors
New York
$638K -$23.9K -148 -4%
SIM
286
Studio Investment Management
Illinois
$637K -$76.4K -473 -11%
AIMCA
287
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$632K +$127K +788 +25%
KeyBank National Association
288
KeyBank National Association
Ohio
$625K +$625K +3,868 New
GC
289
Guggenheim Capital
Illinois
$625K +$71.9K +445 +13%
SCA
290
Snowden Capital Advisors
New York
$622K -$26.6K -165 -4%
YMRC
291
Yorktown Management & Research Company
Virginia
$622K – – –
MYIA
292
Mount Yale Investment Advisors
Colorado
$619K +$619K +3,830 New
NS
293
NBC Securities
Alabama
$607K +$607K +3,761 +125,367%
Aviva
294
Aviva
United Kingdom
$605K +$68.5K +424 +13%
M&T Bank
295
M&T Bank
New York
$597K -$11.3K -70 -2%
SSA
296
Schonfeld Strategic Advisors
New York
$591K +$591K +3,657 New
AIM
297
Aigen Investment Management
New York
$588K +$107K +660 +22%
Cambridge Investment Research Advisors
298
Cambridge Investment Research Advisors
Iowa
$583K +$329K +2,036 +129%
KAS
299
Kestra Advisory Services
Texas
$567K -$339K -2,096 -37%
BTI
300
Blue Trust Inc
Georgia
$564K -$25.4K -157 -4%
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