HLI icon

Houlihan Lokey

543 hedge funds and large institutions have $9.93B invested in Houlihan Lokey in 2025 Q2 according to their latest regulatory filings, with 79 funds opening new positions, 188 increasing their positions, 209 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

4% more funds holding

Funds holding: 520543 (+23)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

10% less repeat investments, than reductions

Existing positions increased: 188 | Existing positions reduced: 209

Holders
543
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$3.85M
Puts
$2.48M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAPTRUST Financial Advisors
276
CAPTRUST Financial Advisors
North Carolina
$875K
FC
277
Farringdon Capital
United Kingdom
$868K
VAS
278
Vestmark Advisory Solutions
Massachusetts
$856K
Pacer Advisors
279
Pacer Advisors
Pennsylvania
$855K
GI
280
GAMMA Investing
California
$849K
CFO
281
Callan Family Office
Pennsylvania
$844K
AIM
282
Aigen Investment Management
New York
$824K
PWG
283
Portside Wealth Group
Utah
$817K
SFS
284
Sowell Financial Services
Arkansas
$813K
BIM
285
Bridges Investment Management
Nebraska
$807K
CB
286
Commerce Bank
Missouri
$779K
IIC
287
Integrated Investment Consultants
Michigan
$776K
SWM
288
Sendero Wealth Management
Texas
$776K
AAS
289
Avantax Advisory Services
Texas
$754K
TC
290
TownSquare Capital
Utah
$751K
SAM
291
Securian Asset Management
Minnesota
$747K
M&T Bank
292
M&T Bank
New York
$743K
GCP
293
GSA Capital Partners
United Kingdom
$738K
Janney Montgomery Scott
294
Janney Montgomery Scott
Pennsylvania
$733K
CG
295
Clifford Group
Massachusetts
$725K
SOW
296
State of Wyoming
Wyoming
$717K
NGA
297
Naples Global Advisors
Florida
$715K
SIM
298
Studio Investment Management
Illinois
$704K
YMRC
299
Yorktown Management & Research Company
Virginia
$693K
BCM
300
Brookstone Capital Management
Illinois
$692K