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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 %
BAM
301
Blueshift Asset Management
New Jersey
$682K +$682K +3,791 New
BTI
302
Blue Trust Inc
Georgia
$681K +$52.2K +290 +8%
AWCI
303
Alpine Woods Capital Investors
New York
$674K -$36.7K -204 -5%
HIM
304
Hanlon Investment Management
New Jersey
$665K -$72.7K -404 -10%
KeyBank National Association
305
KeyBank National Association
Ohio
$661K -$34.9K -194 -5%
Cambridge Investment Research Advisors
306
Cambridge Investment Research Advisors
Iowa
$652K +$1.98K +11 +0.3%
AV
307
Alamea Verwaltungs
New Jersey
$647K +$95.2K +529 +17%
TRCT
308
Tower Research Capital (TRC)
New York
$624K +$292K +1,620 +88%
PMAM
309
Picton Mahoney Asset Management
Ontario, Canada
$619K +$619K +3,434 New
GCM
310
Graham Capital Management
Connecticut
$617K +$617K +3,426 New
BRWA
311
B. Riley Wealth Advisors
Florida
$608K +$608K +3,380 New
KAS
312
Kestra Advisory Services
Texas
$604K -$27.9K -155 -4%
Los Angeles Capital Management
313
Los Angeles Capital Management
California
$600K -$153K -853 -20%
DT
314
Diversified Trust
Tennessee
$576K +$576K +3,203 New
CIS
315
Custom Index Systems
New York
$574K -$17.3K -96 -3%
GIM
316
Glenmede Investment Management
Pennsylvania
$561K +$561K +3,117 New
FBT
317
First Bank & Trust
South Dakota
$550K -$9.36K -52 -2%
BHPW
318
Beverly Hills Private Wealth
California
$549K -$78.5K -436 -13%
SPS
319
Susquehanna Portfolio Strategies
Pennsylvania
$547K +$72K +400 +15%
CA
320
Clearstead Advisors
Ohio
$545K -$69.1K -384 -11%
FT
321
Fiduciary Trust
Massachusetts
$542K +$42.8K +238 +9%
VI
322
Versor Investments
New York
$539K +$179K +995 +50%
NFSG
323
Newbridge Financial Services Group
Florida
$538K -$77K -428 -13%
STA
324
Summit Trail Advisors
New York
$526K +$526K +2,924 New
DWM
325
Dynasty Wealth Management
Florida
$523K -$69.3K -385 -12%
11 12
13
14 15