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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 %
TFS
376
Thoroughbred Financial Services
Tennessee
$241K – – –
OWM
377
OneAscent Wealth Management
Alabama
$240K -$15.2K -94 -6%
HKIMG
378
Hutchens & Kramer Investment Management Group
Indiana
$239K – – –
RCAG
379
Rehmann Capital Advisory Group
Michigan
$239K -$39.3K -243 -14%
RP
380
Riverwater Partners
Wisconsin
$235K -$164K -1,014 -41%
CBA
381
Coastal Bridge Advisors
Connecticut
$234K +$234K +1,451 New
DWM
382
Diversify Wealth Management
Utah
$231K +$231K +1,423 New
SWM
383
Scissortail Wealth Management
Oklahoma
$227K – – –
MSAM
384
Moloney Securities Asset Management
Missouri
$227K -$11.6K -72 -5%
PA
385
PFW Advisors
Georgia
$226K – – –
RWM
386
Ritholtz Wealth Management
New York
$225K +$807 +5 +0.4%
Nisa Investment Advisors
387
Nisa Investment Advisors
Missouri
$224K – – –
BMWM
388
Brown Miller Wealth Management
Virginia
$224K +$224K +1,385 New
OIS
389
Okabena Investment Services
Minnesota
$223K – – –
UB
390
UMB Bank
Missouri
$222K +$75.9K +470 +52%
SCM
391
SCS Capital Management
Massachusetts
$219K +$219K +1,355 New
CC
392
Corton Capital
Ontario, Canada
$218K +$218K +1,352 New
WAG
393
Wallace Advisory Group
California
$215K +$215K +1,236 New
PA
394
Profund Advisors
Maryland
$213K -$969 -6 -0.5%
SG Americas Securities
395
SG Americas Securities
New York
$213K -$2.7M -16,760 -93%
HNB
396
Huntington National Bank
Ohio
$211K -$1.94K -12 -0.9%
OIA
397
OneDigital Investment Advisors
Kansas
$210K +$210K +1,303 New
ICP
398
Impact Capital Partners
Colorado
$210K +$210K +1,303 New
VRS
399
Virginia Retirement Systems
Virginia
$210K +$210K +1,300 New
MYAM
400
Meiji Yasuda Asset Management
Japan
$209K -$1.62K -10 -0.8%
14 15
16
17 18