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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.

Holders
520
Holders Change
+17
Holders Change %
+3.38%
% of All Funds
7.07%
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
1
Congress Asset Management
Massachusetts
$81.4M
2
Capital Research Global Investors
2
Capital Research Global Investors
California
$81.4M
3
Westfield Capital Management
3
Westfield Capital Management
Massachusetts
$46.2M
4
Handelsbanken Fonder
4
Handelsbanken Fonder
Sweden
$44.5M
5
BlackRock
5
BlackRock
New York
$908M

Top Sellers

1
Norges Bank
1
Norges Bank
Norway
$0
2
FMI
2
Fiduciary Management Inc
Wisconsin
$122M
3
Kayne Anderson Rudnick Investment Management
3
Kayne Anderson Rudnick Investment Management
California
$473M
4
EARNEST Partners
4
EARNEST Partners
Georgia
$428M
5
Prudential Financial
5
Prudential Financial
New Jersey
$13M
Name Market Value Shares Shares
Change 		Shares
Change %
HWA
451
HHM Wealth Advisors
Tennessee
$16.8K 104 – –
CPG
452
Cornerstone Planning Group
New Jersey
$16.8K 108 +43 +66%
MCM
453
MAI Capital Management
Ohio
$16.2K 100 – –
FFO
454
Fortitude Family Office
Arizona
$16K 99 – –
IHWM
455
Iron Horse Wealth Management
Iowa
$15.5K 96 – –
WTA
456
Washington Trust Advisors
Massachusetts
$15.4K 95 +3 +3%
BIA
457
Bell Investment Advisors
California
$15.3K 95 – –
LFG
458
Larson Financial Group
Missouri
$15K 93 +44 +90%
HIIFS
459
Harel Insurance Investments & Financial Services
Israel
$15K 92 +92 New
Mitsubishi UFJ Asset Management
460
Mitsubishi UFJ Asset Management
Japan
$12.6K 78 – –
WSFS
461
Wilmington Savings Fund Society
Delaware
$12.6K 78 – –
SWM
462
Spire Wealth Management
Virginia
$12.4K 77 -12 -13%
KFI
463
Key Financial Inc
Pennsylvania
$10.8K 67 – –
AAP
464
Arax Advisory Partners
Colorado
$10.7K 66 +26 +65%
CHC
465
City Holding Co
West Virginia
$9.21K 57 +57 New
AT
466
Arlington Trust
Alabama
$9.04K 56 – –
TPCW
467
TD Private Client Wealth
New York
$8.88K 55 +12 +28%
HIA
468
Harbor Investment Advisory
Maryland
$8.08K 50 – –
HWM
469
Hemington Wealth Management
Virginia
$8K 54 +13 +32%
CIBC Private Wealth Group
470
CIBC Private Wealth Group
Georgia
$7.36K 52 -17 -25%
CFB
471
Cullen/Frost Bankers
Texas
$7.15K 44 – –
SS
472
SBI Securities
Japan
$7.11K 44 -29 -40%
FPF
473
First Pacific Financial
Washington
$6.62K 41 +17 +71%
JWA
474
JFS Wealth Advisors
Pennsylvania
$6.3K 39 – –
WT
475
Washington Trust
Rhode Island
$6.18K 38 -10 -21%
17 18
19
20 21