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Houlihan Lokey

551 hedge funds and large institutions have $10.9B invested in Houlihan Lokey in 2025 Q3 according to their latest regulatory filings, with 74 funds opening new positions, 188 increasing their positions, 204 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

324% more call options, than puts

Call options by funds: $5.92M | Put options by funds: $1.4M

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

17% more first-time investments, than exits

New positions opened: 74 | Existing positions closed: 63

10% more capital invested

Capital invested by funds: $9.93B → $10.9B (+$957M)

1% more funds holding

Funds holding: 547551 (+4)

8% less repeat investments, than reductions

Existing positions increased: 188 | Existing positions reduced: 204

2.87% less ownership

Funds ownership: 102.52%99.65% (-2.9%)

Holders
551
Holders Change
+4
Holders Change %
+0.73%
% of All Funds
7.23%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.08%
New
74
Increased
188
Reduced
204
Closed
63
Calls
$5.92M
Puts
$1.4M
Net Calls
+$4.52M
Net Calls Change
+$3.15M
Name Holding Trade Value Shares
Change
Change in
Stake
CIP
26
Champlain Investment Partners
Vermont
$105M -$6.87M -35,059 -6%
Bank of New York Mellon
27
Bank of New York Mellon
New York
$100M +$2.64M +13,462 +3%
AllianceBernstein
28
AllianceBernstein
Tennessee
$94.6M -$5.43M -27,716 -6%
Goldman Sachs
29
Goldman Sachs
New York
$92.9M -$5.74M -29,301 -6%
Charles Schwab
30
Charles Schwab
California
$85.7M -$33.8M -172,196 -29%
Wells Fargo
31
Wells Fargo
California
$83.8M -$2.07M -10,537 -3%
Westfield Capital Management
32
Westfield Capital Management
Massachusetts
$83.4M +$11.9M +60,782 +18%
Envestnet Asset Management
33
Envestnet Asset Management
Illinois
$83.3M -$6.88M -35,066 -8%
Handelsbanken Fonder
34
Handelsbanken Fonder
Sweden
$81.8M +$9.8M +50,000 +14%
First Trust Advisors
35
First Trust Advisors
Illinois
$80.7M -$2.68M -13,659 -3%
VBA
36
Van Berkom & Associates
Quebec, Canada
$77.3M -$3.87M -19,714 -5%
CAM
37
Congress Asset Management
Massachusetts
$77.1M -$12.3M -62,760 -14%
Royal Bank of Canada
38
Royal Bank of Canada
Ontario, Canada
$75.7M +$37.9M +193,497 +111%
GKIM
39
GW&K Investment Management
Massachusetts
$70.4M -$8.65M -44,103 -11%
T. Rowe Price Associates
40
T. Rowe Price Associates
Maryland
$67.6M +$57.1M +291,442 +767%
Natixis Advisors
41
Natixis Advisors
Massachusetts
$66.8M -$4.88M -24,893 -7%
Macquarie Group
42
Macquarie Group
Australia
$64.1M +$35.2M +179,585 +135%
UBS Group
43
UBS Group
Switzerland
$58.1M +$4.68M +23,895 +9%
AA
44
Ancora Advisors
Ohio
$56.8M -$862K -4,394 -2%
Franklin Resources
45
Franklin Resources
California
$54.7M +$2.55M +13,028 +5%
Fiera Capital (Canada)
46
Fiera Capital (Canada)
Quebec, Canada
$54.6M -$1.17M -5,949 -2%
WFMPM
47
Woodley Farra Manion Portfolio Management
Indiana
$53.4M -$3.65M -18,639 -7%
HighTower Advisors
48
HighTower Advisors
Illinois
$50.9M +$2.47M +12,599 +5%
Schroder Investment Management Group
49
Schroder Investment Management Group
United Kingdom
$50.1M -$888K -4,527 -2%
ACM
50
Argent Capital Management
Missouri
$49.6M +$24.5K +125 +0.1%

HLI Hedge Fund Activity: Q3 2025 in Review

551 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Houlihan Lokey (HLI) for Q3 2025, worth a combined $10.9B — up 9.6% from $9.93B a quarter earlier.

Buyers outnumbered sellers: 74 funds opened new HLI positions and 63 closed out — a net gain of 11 holders — while 188 added to existing stakes and 204 trimmed.

The largest buyer was Mayflower Financial Advisors, opening a new position worth an estimated $220M. The largest seller was Ameriprise, cutting an estimated $75.5M.

  • 551 institutional investors held Houlihan Lokey (HLI) as of Q3 2025, up from 547 in Q2 2025.
  • Funds reported $10.9B of Houlihan Lokey stock for Q3 2025, up 9.6% quarter-over-quarter.
  • 74 funds opened new Houlihan Lokey positions in Q3 2025 and 63 closed out, a net change of +11 holders.
  • The largest Houlihan Lokey buyer in Q3 2025 was Mayflower Financial Advisors, an estimated $220M added.
  • The largest Houlihan Lokey seller in Q3 2025 was Ameriprise, an estimated $75.5M sold.

Based on aggregated 13F filings for Q3 2025.