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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
GC
301
Guggenheim Capital
Illinois
$683K -$11.8K -70 -2%
BAM
302
Blueshift Asset Management
New Jersey
$682K +$637K +3,791 New
BTI
303
Blue Trust Inc
Georgia
$681K +$48.7K +290 +8%
AWCI
304
Alpine Woods Capital Investors
New York
$674K -$34.3K -204 -5%
HIM
305
Hanlon Investment Management
New Jersey
$665K -$67.9K -404 -10%
KeyBank National Association
306
KeyBank National Association
Ohio
$661K -$32.6K -194 -5%
Cambridge Investment Research Advisors
307
Cambridge Investment Research Advisors
Iowa
$652K +$1.85K +11 +0.3%
AV
308
Alamea Verwaltungs
New Jersey
$647K +$88.9K +529 +17%
TRCT
309
Tower Research Capital (TRC)
New York
$624K +$272K +1,620 +88%
PMAM
310
Picton Mahoney Asset Management
Ontario, Canada
$619K +$577K +3,434 New
GCM
311
Graham Capital Management
Connecticut
$617K +$576K +3,426 New
BRWA
312
B. Riley Wealth Advisors
Florida
$608K +$568K +3,380 New
KAS
313
Kestra Advisory Services
Texas
$604K -$26K -155 -4%
Los Angeles Capital Management
314
Los Angeles Capital Management
California
$600K -$143K -853 -20%
DT
315
Diversified Trust
Tennessee
$576K +$538K +3,203 New
CIS
316
Custom Index Systems
New York
$574K -$16.1K -96 -3%
GIM
317
Glenmede Investment Management
Pennsylvania
$561K +$524K +3,117 New
FBT
318
First Bank & Trust
South Dakota
$550K -$8.74K -52 -2%
BHPW
319
Beverly Hills Private Wealth
California
$549K -$73.2K -436 -13%
SPS
320
Susquehanna Portfolio Strategies
Pennsylvania
$547K +$67.2K +400 +15%
CA
321
Clearstead Advisors
Ohio
$545K -$64.5K -384 -11%
FT
322
Fiduciary Trust
Massachusetts
$542K +$40K +238 +9%
VI
323
Versor Investments
New York
$539K +$167K +995 +50%
NFSG
324
Newbridge Financial Services Group
Florida
$538K -$71.9K -428 -13%
STA
325
Summit Trail Advisors
New York
$526K +$491K +2,924 New

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.