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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
RWM
401
Ritholtz Wealth Management
New York
$248K -$2.69K -16 -1%
SC
402
SummitTX Capital
Texas
$235K +$220K +1,308 New
MYAM
403
Meiji Yasuda Asset Management
Japan
$233K
SCM
404
SCS Capital Management
Massachusetts
$231K -$11.6K -69 -5%
1C
405
111 Capital
France
$231K +$216K +1,286 New
OIA
406
OneDigital Investment Advisors
Kansas
$228K -$5.71K -34 -3%
JFG
407
Jefferies Financial Group
New York
$228K -$1.12M -6,641 -84%
PA
408
Profund Advisors
Maryland
$224K -$12.6K -75 -6%
MA
409
Mutual Advisors
Nebraska
$222K +$191K +1,135 New
SAM
410
Strategy Asset Managers
California
$222K -$1.01K -6 -0.5%
GRP
411
Global Retirement Partners
California
$220K +$205K +1,221 New
ICP
412
Impact Capital Partners
Colorado
$220K -$13.8K -82 -6%
RS
413
R Squared
Hong Kong
$220K -$104K -621 -34%
MAS
414
Meeder Advisory Services
Ohio
$217K +$203K +1,208 New
OFO
415
OneAscent Family Office
Alabama
$215K +$200K +1,193 New
CC
416
Corton Capital
Ontario, Canada
$214K -$27K -161 -12%
MCM
417
Manchester Capital Management
Vermont
$214K
JIC
418
Johnson Investment Counsel
Ohio
$212K +$198K +1,176 New
MSAM
419
Moloney Securities Asset Management
Missouri
$211K -$39.5K -235 -17%
FFM
420
Forum Financial Management
Illinois
$205K +$192K +1,141 New
IAA
421
Independent Advisor Alliance
North Carolina
$205K +$192K +1,141 New
HIS
422
Harvest Investment Services
Illinois
$205K +$191K +1,139 New
C
423
Covestor
United Kingdom
$204K +$24.5K +146 +15%
MFAM
424
Motley Fool Asset Management
Virginia
$203K +$190K +1,130 New
VT
425
Vise Technologies
New York
$200K +$187K +1,113 New

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.