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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
DWM
326
Dynasty Wealth Management
Florida
$523K -$64.7K -385 -12%
SCA
327
Snowden Capital Advisors
New York
$522K -$159K -948 -25%
OIS
328
OneAscent Investment Solutions
Alabama
$519K -$47.7K -284 -9%
URS
329
Utah Retirement Systems
Utah
$514K +$9.91K +59 +2%
SPA
330
Sherbrooke Park Advisers
New York
$513K +$479K +2,852 New
AWM
331
Axxcess Wealth Management
California
$505K +$5.71K +34 +1%
MM
332
MQS Management
New York
$486K +$162K +963 +55%
VA
333
Vident Advisory
Georgia
$483K -$13.8K -82 -3%
Aviva
334
Aviva
United Kingdom
$483K -$178K -1,061 -28%
Mercer Global Advisors
335
Mercer Global Advisors
Colorado
$471K +$2.86K +17 +0.7%
Polen Capital Management
336
Polen Capital Management
Florida
$460K -$5M -29,740 -92%
UBP
337
Union Bancaire Privee
Switzerland
$458K -$536K -3,192 -56%
CG
338
Cynosure Group
Utah
$458K +$72.6K +432 +20%
OWA
339
Outlook Wealth Advisors
Texas
$453K -$7.9K -47 -2%
SPIA
340
Steward Partners Investment Advisory
New York
$451K +$3.19K +19 +0.8%
QCG
341
Quadrant Capital Group
Ohio
$449K -$18.5K -110 -4%
WA
342
Wealth Alliance
New York
$445K -$101K -601 -20%
MSRPS
343
Maryland State Retirement & Pension System
Maryland
$441K
EWA
344
EverSource Wealth Advisors
Alabama
$432K +$59K +351 +17%
PAG
345
Private Advisor Group
New Jersey
$431K -$354K -2,107 -47%
ProShare Advisors
346
ProShare Advisors
Maryland
$429K +$14.1K +84 +4%
MFG
347
Merit Financial Group
Georgia
$423K +$394K +2,348 New
Capstone Investment Advisors
348
Capstone Investment Advisors
New York
$418K +$390K +2,321 New
JCM
349
J2 Capital Management
Michigan
$417K +$106K +630 +37%
WCP
350
Wealthcare Capital Partners
Pennsylvania
$416K +$1.34K +8 +0.3%

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.