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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
SWA
376
SFMG Wealth Advisors
Texas
$309K +$840 +5 +0.3%
EW
377
Evoke Wealth
California
$308K -$810K -4,821 -74%
DWM
378
Diversify Wealth Management
Utah
$306K +$26.7K +159 +11%
RCAG
379
Rehmann Capital Advisory Group
Michigan
$306K +$37K +220 +15%
IA
380
IFP Advisors
Florida
$303K +$672 +4 +0.2%
AWM
381
AE Wealth Management
Kansas
$302K -$27.9K -166 -9%
VFA
382
Voya Financial Advisors
Connecticut
$302K -$68.9K -410 -20%
CIBC Asset Management
383
CIBC Asset Management
Ontario, Canada
$296K
SWA
384
Serenus Wealth Advisors
California
$290K
FA
385
Fedenia Advisers
Wisconsin
$287K -$5.04K -30 -2%
QCM
386
Qsemble Capital Management
New York
$286K +$267K +1,587 New
OWM
387
OneAscent Wealth Management
Alabama
$283K +$14.6K +87 +6%
BMWM
388
Brown Miller Wealth Management
Virginia
$280K +$28.9K +172 +12%
FTWA
389
Fifth Third Wealth Advisors
Ohio
$279K +$504 +3 +0.2%
Bessemer Group
390
Bessemer Group
New Jersey
$270K -$336 -2 -0.1%
HKIMG
391
Hutchens & Kramer Investment Management Group
Indiana
$265K -$3.36K -20 -1%
RP
392
Riverwater Partners
Wisconsin
$262K +$336 +2 +0.1%
OFS
393
OneAscent Financial Services
Alabama
$259K -$293K -1,742 -55%
Nisa Investment Advisors
394
Nisa Investment Advisors
Missouri
$258K +$7.73K +46 +3%
SWM
395
Scissortail Wealth Management
Oklahoma
$253K
UB
396
UMB Bank
Missouri
$252K +$5.21K +31 +2%
PA
397
PFW Advisors
Georgia
$252K
SLAM
398
Swiss Life Asset Management
$251K +$235K +1,397 New
KBC Group
399
KBC Group
Belgium
$250K -$153K -908 -40%
OIS
400
Okabena Investment Services
Minnesota
$249K

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.