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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
JF
351
Jump Financial
Illinois
$414K -$4.01M -23,895 -91%
Marshall Wace
352
Marshall Wace
United Kingdom
$413K +$386K +2,297 New
SCM
353
Sterling Capital Management
North Carolina
$406K -$70.6K -420 -16%
HAG
354
HighPoint Advisor Group
Illinois
$406K +$4.03K +24 +1%
MAM
355
Martingale Asset Management
Massachusetts
$404K -$361K -2,150 -49%
VF
356
Vista Finance
Missouri
$401K +$14.6K +87 +4%
LAM
357
LECAP Asset Management
United Kingdom
$386K -$1.41M -8,385 -80%
TW
358
Trajan Wealth
Arizona
$381K -$19.5K -116 -5%
KPWS
359
Kestra Private Wealth Services
Texas
$380K -$743K -4,420 -68%
WAG
360
Wallace Advisory Group
California
$377K +$184K +1,097 +89%
AWAU
361
Alliance Wealth Advisors (Utah)
Utah
$374K +$672 +4 +0.2%
CI Investments Inc
362
CI Investments Inc
Ontario, Canada
$356K -$24.9K -148 -7%
MC
363
Machina Capital
France
$354K +$331K +1,969 New
SCM
364
Shelton Capital Management
Colorado
$346K
AT
365
American Trust
Kentucky
$346K +$323K +1,920 New
LWAM
366
Legacy Wealth Asset Management
Minnesota
$345K +$10.2K +61 +3%
MOS
367
MGO One Seven
Ohio
$340K -$11.9K -71 -4%
NW
368
NewEdge Wealth
Pennsylvania
$337K -$35.8K -213 -11%
AB
369
ANB Bank
Colorado
$335K +$17K +101 +6%
A
370
AlphaQuest
New York
$334K -$365K -2,170 -54%
BWG
371
Berry Wealth Group
Texas
$333K +$2.18K +13 +0.7%
MYIA
372
Mount Yale Investment Advisors
Colorado
$324K -$341K -2,028 -53%
Commonwealth Equity Services
373
Commonwealth Equity Services
Massachusetts
$323K +$12.9K +77 +4%
CCWM
374
Cassaday & Co Wealth Management
Virginia
$321K -$12.9K -77 -4%
NWAG
375
Net Worth Advisory Group
Utah
$315K +$10.6K +63 +4%

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.