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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
Northern Trust
26
Northern Trust
Illinois
$96.9M -$287K -1,706 -0.3%
Ameriprise
27
Ameriprise
Minnesota
$88.1M -$17.7M -105,578 -18%
AllianceBernstein
28
AllianceBernstein
Tennessee
$87.9M -$3.23M -19,200 -4%
Goldman Sachs
29
Goldman Sachs
New York
$86.7M +$11.1M +65,967 +16%
Bank of New York Mellon
30
Bank of New York Mellon
New York
$85.4M -$1.55M -9,198 -2%
Jennison Associates
31
Jennison Associates
New York
$84.5M +$21M +125,049 +36%
Envestnet Asset Management
32
Envestnet Asset Management
Illinois
$79.3M -$9.12M -54,283 -11%
CAM
33
Congress Asset Management
Massachusetts
$78.8M -$11.1M -66,089 -13%
Wells Fargo
34
Wells Fargo
California
$75.4M +$2.7M +16,065 +4%
First Trust Advisors
35
First Trust Advisors
Illinois
$73.2M -$15.4M -91,910 -18%
Thrivent Financial for Lutherans
36
Thrivent Financial for Lutherans
Minnesota
$73.1M -$14.7M -87,399 -18%
VBA
37
Van Berkom & Associates
Quebec, Canada
$71.3M -$913K -5,434 -1%
GKIM
38
GW&K Investment Management
Massachusetts
$69.6M -$4.79M -28,533 -7%
Natixis Advisors
39
Natixis Advisors
Massachusetts
$63M -$8.82M -52,496 -13%
Handelsbanken Fonder
40
Handelsbanken Fonder
Sweden
$62.7M +$12.3M +73,000 +27%
Westfield Capital Management
41
Westfield Capital Management
Massachusetts
$62.2M +$9.95M +59,236 +21%
Jacobs Levy Equity Management
42
Jacobs Levy Equity Management
New Jersey
$60.8M +$16.6M +98,581 +41%
AA
43
Ancora Advisors
Ohio
$50.6M +$143K +850 +0.3%
WFMPM
44
Woodley Farra Manion Portfolio Management
Indiana
$50.2M -$1.84M -10,955 -4%
Qube Research & Technologies (QRT)
45
Qube Research & Technologies (QRT)
United Kingdom
$49.4M +$27.9M +166,285 +154%
Fiera Capital (Canada)
46
Fiera Capital (Canada)
Quebec, Canada
$48.9M -$599K -3,565 -1%
UBS Group
47
UBS Group
Switzerland
$46.6M +$3.81M +22,651 +10%
Franklin Resources
48
Franklin Resources
California
$45.6M -$1.29M -7,700 -3%
Schroder Investment Management Group
49
Schroder Investment Management Group
United Kingdom
$45.2M +$22M +130,937 +112%
ACM
50
Argent Capital Management
Missouri
$43.5M +$1.01M +6,012 +3%

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.