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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
CAPTRUST Financial Advisors
276
CAPTRUST Financial Advisors
North Carolina
$875K -$17K -101 -2%
FC
277
Farringdon Capital
United Kingdom
$868K +$810K +4,823 New
VAS
278
Vestmark Advisory Solutions
Massachusetts
$856K +$380K +2,264 +91%
Pacer Advisors
279
Pacer Advisors
Pennsylvania
$855K +$798K +4,750 New
GI
280
GAMMA Investing
California
$849K +$78.6K +468 +11%
CFO
281
Callan Family Office
Pennsylvania
$844K +$536K +3,188 +213%
AIM
282
Aigen Investment Management
New York
$824K +$157K +937 +26%
PWG
283
Portside Wealth Group
Utah
$817K +$33.4K +199 +5%
SFS
284
Sowell Financial Services
Arkansas
$813K +$433K +2,577 +133%
BIM
285
Bridges Investment Management
Nebraska
$807K +$61.5K +366 +9%
CB
286
Commerce Bank
Missouri
$779K
IIC
287
Integrated Investment Consultants
Michigan
$776K -$795K -4,734 -52%
SWM
288
Sendero Wealth Management
Texas
$776K
AAS
289
Avantax Advisory Services
Texas
$754K -$15.8K -94 -2%
TC
290
TownSquare Capital
Utah
$751K -$6.44M -38,316 -90%
SAM
291
Securian Asset Management
Minnesota
$747K
M&T Bank
292
M&T Bank
New York
$743K +$71.6K +426 +12%
GCP
293
GSA Capital Partners
United Kingdom
$738K +$689K +4,103 New
Janney Montgomery Scott
294
Janney Montgomery Scott
Pennsylvania
$733K -$14.6M -86,609 -96%
CG
295
Clifford Group
Massachusetts
$725K -$1.18K -7 -0.2%
SOW
296
State of Wyoming
Wyoming
$717K +$203K +1,209 +44%
NGA
297
Naples Global Advisors
Florida
$715K -$42.8K -255 -6%
SIM
298
Studio Investment Management
Illinois
$704K -$5.88K -35 -0.9%
YMRC
299
Yorktown Management & Research Company
Virginia
$693K
BCM
300
Brookstone Capital Management
Illinois
$692K -$38.5K -229 -6%

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.