We are live on ! Find out more
HLI icon

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
DB
476
Danske Bank
Denmark
$18K +$16.8K +100 New
IHWM
477
Iron Horse Wealth Management
Iowa
$17.3K
BIA
478
Bell Investment Advisors
California
$17.1K
WTA
479
Washington Trust Advisors
Massachusetts
$16.4K -$672 -4 -4%
WIM
480
Westside Investment Management
California
$16.3K +$9.74K +58 +181%
Mitsubishi UFJ Asset Management
481
Mitsubishi UFJ Asset Management
Japan
$14K
SWM
482
Spire Wealth Management
Virginia
$14K +$168 +1 +1%
CPG
483
Cornerstone Planning Group
New Jersey
$13.9K -$6.05K -36 -33%
AAP
484
Arax Advisory Partners
Colorado
$13.9K -$840 -5 -8%
WWM
485
Wolff Wiese Magana
California
$13.5K -$27.9K -166 -69%
BWL
486
Bogart Wealth LLC
Virginia
$13K -$13.4K -80 -53%
RWML
487
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$12.4K +$11.6K +69 New
KFI
488
Key Financial Inc
Pennsylvania
$12.1K
HWM
489
Hemington Wealth Management
Virginia
$11K +$1.68K +10 +19%
DWM
490
Dogwood Wealth Management
Kansas
$10.9K +$9.91K +59 New
LFG
491
Larson Financial Group
Missouri
$10.6K -$5.71K -34 -37%
AT
492
Arlington Trust
Alabama
$10.1K
VWWMG
493
Vermillion & White Wealth Management Group
Pennsylvania
$9.54K +$8.9K +53 New
HIA
494
Harbor Investment Advisory
Maryland
$9K
FPF
495
First Pacific Financial
Washington
$8.46K +$1.01K +6 +15%
CFB
496
Cullen/Frost Bankers
Texas
$8K
SS
497
SBI Securities
Japan
$7.92K
FMII
498
Farmers & Merchants Investments Inc
Nebraska
$7.56K +$1.18K +7 +20%
WCM
499
Westend Capital Management
California
$7.38K +$6.89K +41 New
JWA
500
JFS Wealth Advisors
Pennsylvania
$7.2K +$168 +1 +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.