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Houlihan Lokey
HLI

Overview Fund Activity

538 hedge funds and large institutions have $9.88B invested in Houlihan Lokey in 2025 Q2 according to their latest regulatory filings, with 77 funds opening new positions, 187 increasing their positions, 207 reducing their positions, and 52 closing their positions.

Holders
538
Holders Change
+18
Holders Change %
+3.46%
% of All Funds
7.23%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
77
Increased
187
Reduced
207
Closed
52
Calls
$1.15M
Puts
$1.94M
Net Calls
-$791K
Net Calls Change
-$3.07M

Top Buyers

1
Norges Bank
1
Norges Bank
Norway
$127M
2
CIP
2
Champlain Investment Partners
Vermont
$98.3M
3
Capital Research Global Investors
3
Capital Research Global Investors
California
$144M
4
RG
4
Renaissance Group
Kentucky
$34.1M
5
Assenagon Asset Management
5
Assenagon Asset Management
Luxembourg
$32.9M

Top Sellers

1
EARNEST Partners
1
EARNEST Partners
Georgia
$445M
2
T. Rowe Price Investment Management
2
T. Rowe Price Investment Management
Maryland
$189M
3
Ameriprise
3
Ameriprise
Minnesota
$88.1M
4
Point72 Asset Management
4
Point72 Asset Management
Connecticut
$0
5
First Trust Advisors
5
First Trust Advisors
Illinois
$73.2M
Name Market Value Shares Shares
Change 		Shares
Change %
Northern Trust
26
Northern Trust
Illinois
$96.9M 538,400 -1,706 -0.3%
Ameriprise
27
Ameriprise
Minnesota
$88.1M 489,697 -105,578 -18%
AllianceBernstein
28
AllianceBernstein
Tennessee
$87.9M 488,381 -19,200 -4%
Goldman Sachs
29
Goldman Sachs
New York
$86.7M 481,710 +65,967 +16%
Bank of New York Mellon
30
Bank of New York Mellon
New York
$85.4M 474,843 -9,198 -2%
Jennison Associates
31
Jennison Associates
New York
$84.5M 469,653 +125,049 +36%
Envestnet Asset Management
32
Envestnet Asset Management
Illinois
$79.3M 440,956 -54,283 -11%
CAM
33
Congress Asset Management
Massachusetts
$78.8M 438,060 -66,089 -13%
Wells Fargo
34
Wells Fargo
California
$75.4M 418,871 +16,065 +4%
First Trust Advisors
35
First Trust Advisors
Illinois
$73.2M 406,768 -91,910 -18%
Thrivent Financial for Lutherans
36
Thrivent Financial for Lutherans
Minnesota
$73.1M 406,280 -87,399 -18%
VBA
37
Van Berkom & Associates
Quebec, Canada
$71.3M 396,406 -5,434 -1%
GKIM
38
GW&K Investment Management
Massachusetts
$69.6M 386,744 -28,533 -7%
Natixis Advisors
39
Natixis Advisors
Massachusetts
$63M 350,267 -52,496 -13%
Handelsbanken Fonder
40
Handelsbanken Fonder
Sweden
$62.7M 348,458 +73,000 +27%
Westfield Capital Management
41
Westfield Capital Management
Massachusetts
$62.2M 345,524 +59,236 +21%
Jacobs Levy Equity Management
42
Jacobs Levy Equity Management
New Jersey
$60.8M 338,103 +98,581 +41%
AA
43
Ancora Advisors
Ohio
$50.6M 281,222 +850 +0.3%
WFMPM
44
Woodley Farra Manion Portfolio Management
Indiana
$50.2M 278,835 -10,955 -4%
Qube Research & Technologies (QRT)
45
Qube Research & Technologies (QRT)
United Kingdom
$49.4M 274,387 +166,285 +154%
Fiera Capital (Canada)
46
Fiera Capital (Canada)
Quebec, Canada
$48.9M 271,764 -3,565 -1%
UBS Group
47
UBS Group
Switzerland
$46.6M 258,856 +22,651 +10%
Franklin Resources
48
Franklin Resources
California
$45.6M 253,499 -7,700 -3%
ACM
49
Argent Capital Management
Missouri
$43.5M 241,587 +6,012 +3%
Grantham, Mayo, Van Otterloo & Co (GMO)
50
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$43.3M 240,486 +12,055 +5%
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