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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 %
Northern Trust
26
Northern Trust
Illinois
$96.9M -$307K -1,706 -0.3%
Ameriprise
27
Ameriprise
Minnesota
$88.1M -$19M -105,578 -18%
AllianceBernstein
28
AllianceBernstein
Tennessee
$87.9M -$3.46M -19,200 -4%
Goldman Sachs
29
Goldman Sachs
New York
$86.7M +$11.9M +65,967 +16%
Bank of New York Mellon
30
Bank of New York Mellon
New York
$85.4M -$1.66M -9,198 -2%
Jennison Associates
31
Jennison Associates
New York
$84.5M +$22.5M +125,049 +36%
Envestnet Asset Management
32
Envestnet Asset Management
Illinois
$79.3M -$9.77M -54,283 -11%
CAM
33
Congress Asset Management
Massachusetts
$78.8M -$11.9M -66,089 -13%
Wells Fargo
34
Wells Fargo
California
$75.4M +$2.89M +16,065 +4%
First Trust Advisors
35
First Trust Advisors
Illinois
$73.2M -$16.5M -91,910 -18%
Thrivent Financial for Lutherans
36
Thrivent Financial for Lutherans
Minnesota
$73.1M -$15.7M -87,399 -18%
VBA
37
Van Berkom & Associates
Quebec, Canada
$71.3M -$978K -5,434 -1%
GKIM
38
GW&K Investment Management
Massachusetts
$69.6M -$5.13M -28,533 -7%
Natixis Advisors
39
Natixis Advisors
Massachusetts
$63M -$9.45M -52,496 -13%
Handelsbanken Fonder
40
Handelsbanken Fonder
Sweden
$62.7M +$13.1M +73,000 +27%
Westfield Capital Management
41
Westfield Capital Management
Massachusetts
$62.2M +$10.7M +59,236 +21%
Jacobs Levy Equity Management
42
Jacobs Levy Equity Management
New Jersey
$60.8M +$17.7M +98,581 +41%
AA
43
Ancora Advisors
Ohio
$50.6M +$153K +850 +0.3%
WFMPM
44
Woodley Farra Manion Portfolio Management
Indiana
$50.2M -$1.97M -10,955 -4%
Qube Research & Technologies (QRT)
45
Qube Research & Technologies (QRT)
United Kingdom
$49.4M +$29.9M +166,285 +154%
Fiera Capital (Canada)
46
Fiera Capital (Canada)
Quebec, Canada
$48.9M -$642K -3,565 -1%
UBS Group
47
UBS Group
Switzerland
$46.6M +$4.08M +22,651 +10%
Franklin Resources
48
Franklin Resources
California
$45.6M -$1.39M -7,700 -3%
Schroder Investment Management Group
49
Schroder Investment Management Group
United Kingdom
$45.2M +$23.9M +130,937 +112%
ACM
50
Argent Capital Management
Missouri
$43.5M +$1.08M +6,012 +3%
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