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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 %
CCWM
351
Cassaday & Co Wealth Management
Virginia
$300K -$19.2K -119 -6%
LWAM
352
Legacy Wealth Asset Management
Minnesota
$300K +$300K +1,855 New
TRCT
353
Tower Research Capital (TRC)
New York
$298K -$114K -703 -28%
AWM
354
AE Wealth Management
Kansas
$298K +$298K +1,845 New
RS
355
R Squared
Hong Kong
$297K +$36.2K +224 +14%
BWG
356
Berry Wealth Group
Texas
$297K -$22.6K -140 -7%
AB
357
ANB Bank
Colorado
$284K +$5.65K +35 +2%
MM
358
MQS Management
New York
$281K +$281K +1,739 New
TC
359
TwinBeech Capital
New York
$277K +$277K +1,718 New
Commonwealth Equity Services
360
Commonwealth Equity Services
Massachusetts
$277K -$7.42K -46 -3%
SWA
361
SFMG Wealth Advisors
Texas
$276K -$162 -1 -0.1%
IA
362
IFP Advisors
Florida
$275K +$110K +673 +67%
PA
363
PharVision Advisers
Florida
$274K +$274K +1,698 New
NWAG
364
Net Worth Advisory Group
Utah
$272K -$62K -384 -19%
JCM
365
J2 Capital Management
Michigan
$272K -$39.4K -244 -13%
FFP
366
FourThought Financial Partners
Florida
$271K +$3.23K +20 +1%
CIBC Asset Management
367
CIBC Asset Management
Ontario, Canada
$266K +$4.36K +27 +2%
AWS
368
Atria Wealth Solutions
New York
$263K +$162 +1 +0.1%
FA
369
Fedenia Advisers
Wisconsin
$262K -$7.75K -48 -3%
SWA
370
Serenus Wealth Advisors
California
$260K – – –
TI
371
TrueMark Investments
Illinois
$256K +$256K +1,584 New
FTWA
372
Fifth Third Wealth Advisors
Ohio
$250K +$807 +5 +0.3%
CFO
373
Callan Family Office
Pennsylvania
$242K +$14.1K +87 +6%
CFM
374
Crawford Fund Management
Massachusetts
$242K +$242K +1,500 New
Bessemer Group
375
Bessemer Group
New Jersey
$242K -$20.6K -128 -8%
13 14
15
16 17