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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
CWP
451
Clark Wealth Partners
Illinois
$49.5K
BCWM
452
Bartlett & Co Wealth Management
Ohio
$43.2K +$3.86K +23 +11%
TH
453
TCTC Holdings
Texas
$41.7K
CIAS
454
CBIZ Investment Advisory Services
Ohio
$38.9K +$168 +1 +0.5%
SWIG
455
Strategic Wealth Investment Group
Kentucky
$38.9K +$36.3K +216 New
PTC
456
Private Trust Company
Ohio
$38.2K +$7.39K +44 +26%
PWA
457
Physician Wealth Advisors
Utah
$36K
TCOT
458
Trust Company of Toledo
Ohio
$34.4K +$32.1K +191 New
Optiver Holding
459
Optiver Holding
Netherlands
$31.7K +$336 +2 +1%
Nomura Asset Management
460
Nomura Asset Management
Japan
$30.6K
AWM
461
Ameliora Wealth Management
Switzerland
$30.4K
QL
462
Quarry LP
New York
$30.1K -$66.2K -394 -70%
FIM
463
FWL Investment Management
Texas
$24.8K
MPWT
464
MassMutual Private Wealth & Trust
Connecticut
$24.3K +$4.54K +27 +25%
AG
465
AmeriFlex Group
Nevada
$24.1K
PPA
466
Painted Porch Advisors
California
$23.6K
PFBT
467
Parkside Financial Bank & Trust
Missouri
$23.4K +$1.51K +9 +7%
GSWM
468
Golden State Wealth Management
California
$22.9K -$29.9K -178 -58%
AGWCA
469
Annis Gardner Whiting Capital Advisors
Florida
$21.2K +$19.8K +118 New
ABWM
470
Alpine Bank Wealth Management
Colorado
$21.1K
MSWA
471
Marshall & Sterling Wealth Advisors
New York
$20.9K
RA
472
Rise Advisors
New York
$20.6K
FFO
473
Fortitude Family Office
Arizona
$19.6K +$1.68K +10 +10%
HFM
474
Harvest Fund Management
China
$19K -$69.9K -416 -80%
HWA
475
HHM Wealth Advisors
Tennessee
$18.7K

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.