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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
+$65M
2
Capital Research Global Investors
Capital Research Global Investors
California
+$53M
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
+$29.9M

Top Sellers

1
EARNEST Partners
EARNEST Partners
Georgia
-$31.8M
2
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$26.9M
3
Ameriprise
Ameriprise
Minnesota
-$19M
4
Point72 Asset Management
Point72 Asset Management
Connecticut
-$18.5M
5
First Trust Advisors
First Trust Advisors
Illinois
-$16.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
EW
376
Evoke Wealth
California
$308K -$868K -4,821 -74%
DWM
377
Diversify Wealth Management
Utah
$306K +$30.7K +159 +11%
RCAG
378
Rehmann Capital Advisory Group
Michigan
$306K +$39.6K +220 +15%
IA
379
IFP Advisors
Florida
$303K +$721 +4 +0.2%
AWM
380
AE Wealth Management
Kansas
$302K -$29.9K -166 -9%
VFA
381
Voya Financial Advisors
Connecticut
$302K -$74.9K -410 -20%
CIBC Asset Management
382
CIBC Asset Management
Ontario, Canada
$296K – – –
SWA
383
Serenus Wealth Advisors
California
$290K – – –
FA
384
Fedenia Advisers
Wisconsin
$287K -$5.4K -30 -2%
QCM
385
Qsemble Capital Management
New York
$286K +$286K +1,587 New
OWM
386
OneAscent Wealth Management
Alabama
$283K +$15.7K +87 +6%
BMWM
387
Brown Miller Wealth Management
Virginia
$280K +$30.9K +172 +12%
FTWA
388
Fifth Third Wealth Advisors
Ohio
$279K +$540 +3 +0.2%
Bessemer Group
389
Bessemer Group
New Jersey
$270K -$360 -2 -0.1%
HKIMG
390
Hutchens & Kramer Investment Management Group
Indiana
$265K -$3.63K -20 -1%
RP
391
Riverwater Partners
Wisconsin
$262K +$360 +2 +0.1%
OFS
392
OneAscent Financial Services
Alabama
$259K -$315K -1,742 -55%
Nisa Investment Advisors
393
Nisa Investment Advisors
Missouri
$258K +$8.28K +46 +3%
SWM
394
Scissortail Wealth Management
Oklahoma
$253K – – –
UB
395
UMB Bank
Missouri
$252K +$5.58K +31 +2%
PA
396
PFW Advisors
Georgia
$252K – – –
KBC Group
397
KBC Group
Belgium
$250K -$164K -908 -40%
OIS
398
Okabena Investment Services
Minnesota
$249K – – –
RWM
399
Ritholtz Wealth Management
New York
$248K -$2.88K -16 -1%
SC
400
SummitTX Capital
Texas
$235K +$235K +1,308 New
14 15
16
17 18