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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 %
SCA
326
Snowden Capital Advisors
New York
$522K -$171K -948 -25%
OIS
327
OneAscent Investment Solutions
Alabama
$519K -$51.1K -284 -9%
URS
328
Utah Retirement Systems
Utah
$514K +$10.6K +59 +2%
SPA
329
Sherbrooke Park Advisers
New York
$513K +$513K +2,852 New
AWM
330
Axxcess Wealth Management
California
$505K +$6.12K +34 +1%
MM
331
MQS Management
New York
$486K +$173K +963 +55%
VA
332
Vident Advisory
Georgia
$483K -$14.8K -82 -3%
Aviva
333
Aviva
United Kingdom
$483K -$191K -1,061 -28%
Mercer Global Advisors
334
Mercer Global Advisors
Colorado
$471K +$3.06K +17 +0.7%
Polen Capital Management
335
Polen Capital Management
Florida
$460K -$5.35M -29,740 -92%
UBP
336
Union Bancaire Privee
Switzerland
$458K -$583K -3,192 -56%
CG
337
Cynosure Group
Utah
$458K +$77.7K +432 +20%
OWA
338
Outlook Wealth Advisors
Texas
$453K -$8.46K -47 -2%
SPIA
339
Steward Partners Investment Advisory
New York
$451K +$3.42K +19 +0.8%
QCG
340
Quadrant Capital Group
Ohio
$449K -$19.8K -110 -4%
WA
341
Wealth Alliance
New York
$445K -$108K -601 -20%
MSRPS
342
Maryland State Retirement & Pension System
Maryland
$441K – – –
EWA
343
EverSource Wealth Advisors
Alabama
$432K +$63.2K +351 +17%
PAG
344
Private Advisor Group
New Jersey
$431K -$379K -2,107 -47%
ProShare Advisors
345
ProShare Advisors
Maryland
$429K +$15.1K +84 +4%
MFG
346
Merit Financial Group
Georgia
$423K +$423K +2,348 New
Capstone Investment Advisors
347
Capstone Investment Advisors
New York
$418K +$418K +2,321 New
JCM
348
J2 Capital Management
Michigan
$417K +$113K +630 +37%
WCP
349
Wealthcare Capital Partners
Pennsylvania
$416K +$1.44K +8 +0.3%
JF
350
Jump Financial
Illinois
$414K -$4.3M -23,895 -91%
12 13
14
15 16