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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 %
BHPW
301
Beverly Hills Private Wealth
California
$563K -$45.4K -281 -7%
Walleye Trading
302
Walleye Trading
New York
$562K +$173K +1,070 +44%
NFSG
303
Newbridge Financial Services Group
Florida
$552K +$552K +3,417 New
CA
304
Clearstead Advisors
Ohio
$551K +$55.4K +343 +11%
USAA
305
United Services Automobile Association
Texas
$544K +$544K +3,438 New
DWM
306
Dynasty Wealth Management
Florida
$532K +$5.49K +34 +1%
CIS
307
Custom Index Systems
New York
$531K +$112K +696 +27%
OFS
308
OneAscent Financial Services
Alabama
$516K +$193K +1,187 +60%
MLM
309
Mount Lucas Management
Pennsylvania
$512K +$512K +3,169 New
OIS
310
OneAscent Investment Solutions
Alabama
$511K +$511K +3,167 New
GT
311
Glenmede Trust
Pennsylvania
$511K -$3.71K -23 -0.7%
FBT
312
First Bank & Trust
South Dakota
$502K -$5.17K -32 -1%
WA
313
Wealth Alliance
New York
$496K +$4.04K +25 +0.8%
AV
314
Alamea Verwaltungs
New Jersey
$495K +$495K +3,068 New
URS
315
Utah Retirement Systems
Utah
$452K – – –
Cerity Partners
316
Cerity Partners
New York
$452K -$86.1K -533 -16%
SOW
317
State of Wyoming
Wyoming
$449K -$346K -2,142 -44%
FT
318
Fiduciary Trust
Massachusetts
$448K +$448K +2,772 New
AWM
319
Axxcess Wealth Management
California
$447K -$15.5K -96 -3%
VA
320
Vident Advisory
Georgia
$447K +$80.1K +496 +22%
SCM
321
Sterling Capital Management
North Carolina
$432K -$35.7K -221 -8%
SPS
322
Susquehanna Portfolio Strategies
Pennsylvania
$426K +$426K +2,640 New
QCG
323
Quadrant Capital Group
Ohio
$421K +$381K +2,360 +963%
Mercer Global Advisors
324
Mercer Global Advisors
Colorado
$420K -$4.36K -27 -1%
OWA
325
Outlook Wealth Advisors
Texas
$414K +$2.58K +16 +0.6%
11 12
13
14 15