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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 %
CAM
26
Congress Asset Management
Massachusetts
$81.4M 504,149 +504,149 New
Capital Research Global Investors
27
Capital Research Global Investors
California
$81.4M 504,055 +504,055 New
First Trust Advisors
28
First Trust Advisors
Illinois
$80.5M 498,678 +34,579 +7%
Envestnet Asset Management
29
Envestnet Asset Management
Illinois
$80M 495,239 -24,184 -5%
Thrivent Financial for Lutherans
30
Thrivent Financial for Lutherans
Minnesota
$79.8M 493,679 -155,057 -24%
Bank of New York Mellon
31
Bank of New York Mellon
New York
$78.2M 484,041 -2,923 -0.6%
Goldman Sachs
32
Goldman Sachs
New York
$67.1M 415,743 +22,553 +6%
GKIM
33
GW&K Investment Management
Massachusetts
$67.1M 415,277 -10,850 -3%
Wells Fargo
34
Wells Fargo
California
$65.1M 402,806 -40,229 -9%
Natixis Advisors
35
Natixis Advisors
Massachusetts
$65M 402,763 +11,709 +3%
VBA
36
Van Berkom & Associates
Quebec, Canada
$64.9M 401,840 -3,782 -0.9%
Jennison Associates
37
Jennison Associates
New York
$55.7M 344,604 +37,300 +12%
WFMPM
38
Woodley Farra Manion Portfolio Management
Indiana
$46.8M 289,790 -4,355 -1%
Westfield Capital Management
39
Westfield Capital Management
Massachusetts
$46.2M 286,288 +286,288 New
AA
40
Ancora Advisors
Ohio
$45.3M 280,372 -3,399 -1%
Handelsbanken Fonder
41
Handelsbanken Fonder
Sweden
$44.5M 275,458 +262,000 +1,947%
Fiera Capital (Canada)
42
Fiera Capital (Canada)
Quebec, Canada
$44.5M 275,329 -2,138 -0.8%
Franklin Resources
43
Franklin Resources
California
$42.2M 261,199 -9,012 -3%
HighTower Advisors
44
HighTower Advisors
Illinois
$38.7M 239,824 -4,733 -2%
Jacobs Levy Equity Management
45
Jacobs Levy Equity Management
New Jersey
$38.7M 239,522 +220,632 +1,168%
UBS Group
46
UBS Group
Switzerland
$38.1M 236,205 -2,761 -1%
ACM
47
Argent Capital Management
Missouri
$38M 235,575 -6,876 -3%
Grantham, Mayo, Van Otterloo & Co (GMO)
48
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$36.9M 228,431 +50,295 +28%
JPMorgan Chase & Co
49
JPMorgan Chase & Co
New York
$32.6M 201,790 +70,694 +54%
BWP
50
Barlow Wealth Partners
Kentucky
$32.5M 203,814 +2,164 +1%
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