HLI icon

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 %
MYAM
401
Meiji Yasuda Asset Management
Japan
$233K – – –
SCM
402
SCS Capital Management
Massachusetts
$231K -$12.4K -69 -5%
1C
403
111 Capital
France
$231K +$231K +1,286 New
OIA
404
OneDigital Investment Advisors
Kansas
$228K -$6.12K -34 -3%
JFG
405
Jefferies Financial Group
New York
$228K -$1.2M -6,641 -84%
PA
406
Profund Advisors
Maryland
$224K -$13.5K -75 -6%
MA
407
Mutual Advisors
Nebraska
$222K +$222K +1,135 New
SAM
408
Strategy Asset Managers
California
$222K -$1.08K -6 -0.5%
GRP
409
Global Retirement Partners
California
$220K +$220K +1,221 New
ICP
410
Impact Capital Partners
Colorado
$220K -$14.8K -82 -6%
RS
411
R Squared
Hong Kong
$220K -$112K -621 -34%
MAS
412
Meeder Advisory Services
Ohio
$217K +$217K +1,208 New
OFO
413
OneAscent Family Office
Alabama
$215K +$215K +1,193 New
CC
414
Corton Capital
Ontario, Canada
$214K -$29K -161 -12%
MCM
415
Manchester Capital Management
Vermont
$214K – – –
JIC
416
Johnson Investment Counsel
Ohio
$212K +$212K +1,176 New
MSAM
417
Moloney Securities Asset Management
Missouri
$211K -$42.3K -235 -17%
IAA
418
Independent Advisor Alliance
North Carolina
$205K +$205K +1,141 New
FFM
419
Forum Financial Management
Illinois
$205K +$205K +1,141 New
HIS
420
Harvest Investment Services
Illinois
$205K +$205K +1,139 New
C
421
Covestor
United Kingdom
$204K +$26.2K +146 +15%
MFAM
422
Motley Fool Asset Management
Virginia
$203K +$203K +1,130 New
VT
423
Vise Technologies
New York
$200K +$200K +1,113 New
PS
424
Principal Securities
Iowa
$200K +$11.5K +64 +6%
SAM
425
Smartleaf Asset Management
Massachusetts
$196K -$4.56K -25 -2%
15 16
17
18 19