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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 %
FNWA
476
Financial Network Wealth Advisors
Utah
$6.15K 38 +23 +153%
CWC
477
Carolinas Wealth Consulting
North Carolina
$5.98K 37 – –
MEG
478
Millstone Evans Group
Colorado
$5.81K 36 +36 New
TCM
479
TD Capital Management
Tennessee
$5.69K 35 – –
MAS
480
MPWM Advisory Solutions
Georgia
$5.65K 35 – –
FMII
481
Farmers & Merchants Investments Inc
Nebraska
$5.65K 35 +16 +84%
CA
482
CoreCap Advisors
Michigan
$5.49K 34 – –
WIM
483
Westside Investment Management
California
$5.25K 32 – –
CT
484
Clearstead Trust
Maine
$5.17K 32 +32 New
NSIM
485
North Star Investment Management
Illinois
$4.72K 29 – –
RWM
486
Ruedi Wealth Management
Illinois
$4.68K 29 – –
SS
487
Sunbelt Securities
Texas
$4.68K 29 – –
RWS
488
Retirement Wealth Solutions
Wisconsin
$4.18K 26 -16 -38%
CFD
489
Creative Financial Designs
Indiana
$4.04K 25 +7 +39%
NC
490
NewSquare Capital
Pennsylvania
$4.04K 25 +23 +1,150%
BAM
491
Bellevue Asset Management
Washington
$3.88K 24 – –
PWMG
492
Private Wealth Management Group
New Jersey
$3.39K 21 – –
QC
493
Quent Capital
New York
$3.23K 20 -5 -20%
WA
494
Whipplewood Advisors
Colorado
$3.07K 104 +72 +225%
WA
495
WPG Advisers
Maryland
$2.91K 18 +14 +350%
AWM
496
Activest Wealth Management
Florida
$2.75K 17 +17 New
CA
497
Continuum Advisory
Idaho
$2.42K 15 – –
BCMLT
498
Beacon Capital Management LLC (Tennessee)
Tennessee
$2.42K 15 – –
HCM
499
Hollencrest Capital Management
California
$2.26K 14 – –
SIC
500
Salem Investment Counselors
North Carolina
$2.26K 14 – –
18 19
20
21 22