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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 %
CIAS
451
CBIZ Investment Advisory Services
Ohio
$38.9K +$180 +1 +0.5%
SWIG
452
Strategic Wealth Investment Group
Kentucky
$38.9K +$38.9K +216 New
PTC
453
Private Trust Company
Ohio
$38.2K +$7.9K +44 +26%
PWA
454
Physician Wealth Advisors
Utah
$36K – – –
TCOT
455
Trust Company of Toledo
Ohio
$34.4K +$34.4K +191 New
Optiver Holding
456
Optiver Holding
Netherlands
$31.7K +$360 +2 +1%
Nomura Asset Management
457
Nomura Asset Management
Japan
$30.6K – – –
AWM
458
Ameliora Wealth Management
Switzerland
$30.4K – – –
QL
459
Quarry LP
New York
$30.1K -$70.9K -394 -70%
FIM
460
FWL Investment Management
Texas
$24.8K – – –
MPWT
461
MassMutual Private Wealth & Trust
Connecticut
$24.3K +$4.86K +27 +25%
AG
462
AmeriFlex Group
Nevada
$24.1K – – –
PPA
463
Painted Porch Advisors
California
$23.6K – – –
PFBT
464
Parkside Financial Bank & Trust
Missouri
$23.4K +$1.62K +9 +7%
GSWM
465
Golden State Wealth Management
California
$22.9K -$32K -178 -58%
AGWCA
466
Annis Gardner Whiting Capital Advisors
Florida
$21.2K +$21.2K +118 New
ABWM
467
Alpine Bank Wealth Management
Colorado
$21.1K – – –
MSWA
468
Marshall & Sterling Wealth Advisors
New York
$20.9K – – –
RA
469
Rise Advisors
New York
$20.6K – – –
FFO
470
Fortitude Family Office
Arizona
$19.6K +$1.8K +10 +10%
HFM
471
Harvest Fund Management
China
$19K -$75.3K -416 -80%
HWA
472
HHM Wealth Advisors
Tennessee
$18.7K – – –
IHWM
473
Iron Horse Wealth Management
Iowa
$17.3K – – –
BIA
474
Bell Investment Advisors
California
$17.1K – – –
WTA
475
Washington Trust Advisors
Massachusetts
$16.4K -$721 -4 -4%
17 18
19
20 21