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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
7.22%
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 %
CPG
476
Cornerstone Planning Group
New Jersey
$13.9K 72 -36 -33%
AAP
477
Arax Advisory Partners
Colorado
$13.9K 61 -5 -8%
WWM
478
Wolff Wiese Magana
California
$13.5K 75 -166 -69%
BWL
479
Bogart Wealth LLC
Virginia
$13K 72 -80 -53%
KFI
480
Key Financial Inc
Pennsylvania
$12.1K 67 – –
HWM
481
Hemington Wealth Management
Virginia
$11K 64 +10 +19%
DWM
482
Dogwood Wealth Management
Kansas
$10.9K 59 +59 New
LFG
483
Larson Financial Group
Missouri
$10.6K 59 -34 -37%
AT
484
Arlington Trust
Alabama
$10.1K 56 – –
VWWMG
485
Vermillion & White Wealth Management Group
Pennsylvania
$9.54K 53 +53 New
HIA
486
Harbor Investment Advisory
Maryland
$9K 50 – –
FPF
487
First Pacific Financial
Washington
$8.46K 47 +6 +15%
CFB
488
Cullen/Frost Bankers
Texas
$8K 44 – –
SS
489
SBI Securities
Japan
$7.92K 44 – –
FMII
490
Farmers & Merchants Investments Inc
Nebraska
$7.56K 42 +7 +20%
WCM
491
Westend Capital Management
California
$7.38K 41 +41 New
JWA
492
JFS Wealth Advisors
Pennsylvania
$7.2K 40 +1 +3%
FNWA
493
Financial Network Wealth Advisors
Utah
$6.87K 38 – –
OLVIG
494
Oliver Lagore Vanvalin Investment Group
Michigan
$6.78K 42 +42 New
TPWA
495
Twin Peaks Wealth Advisors
California
$6.77K 35 +35 New
TCM
496
TD Capital Management
Tennessee
$6.36K 35 – –
MAS
497
MPWM Advisory Solutions
Georgia
$6.3K 35 – –
TPCW
498
TD Private Client Wealth
New York
$6.12K 34 -21 -38%
NSIM
499
North Star Investment Management
Illinois
$5.27K 29 – –
SS
500
Sunbelt Securities
Texas
$5.04K 29 – –
18 19
20
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