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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 %
PP
501
PFS Partners
New Jersey
$4.68K 26 +26 New
RWS
502
Retirement Wealth Solutions
Wisconsin
$4.67K 26 – –
BAM
503
Bellevue Asset Management
Washington
$4.32K 24 – –
NC
504
NewSquare Capital
Pennsylvania
$4.14K 23 -2 -8%
PWMG
505
Private Wealth Management Group
New Jersey
$3.78K 21 – –
WA
506
Whipplewood Advisors
Colorado
$3.42K 19 -85 -82%
CIA
507
Cape Investment Advisory
Georgia
$3.42K 19 +19 New
WB
508
Webster Bank
Connecticut
$3.06K 17 +17 New
BCMLT
509
Beacon Capital Management LLC (Tennessee)
Tennessee
$2.7K 15 – –
HCM
510
Hollencrest Capital Management
California
$2.52K 14 – –
DPW
511
DiNuzzo Private Wealth
Pennsylvania
$2.34K 13 – –
HWP
512
Highline Wealth Partners
California
$2.34K 13 – –
HIIFS
513
Harel Insurance Investments & Financial Services
Israel
$2K 12 -80 -87%
TWD
514
True Wealth Design
Ohio
$1.98K 11 – –
HNW
515
High Note Wealth
Minnesota
$1.98K 11 +11 New
CH
516
Cromwell Holdings
Wyoming
$1.44K 8 +8 New
HFS
517
Hughes Financial Services
Virginia
$1.15K 6 +3 +100%
SIC
518
SJS Investment Consulting
Ohio
$1.08K 6 -4 -40%
CFD
519
Creative Financial Designs
Indiana
$900 5 -20 -80%
CFO
520
CVA Family Office
Colorado
$900 5 – –
WCM
521
WealthTrak Capital Management
Virginia
$900 5 – –
HIA
522
HFM Investment Advisors
New Jersey
$900 5 +3 +150%
MAM
523
Morse Asset Management
Connecticut
$720 4 +4 New
BFS
524
Bare Financial Services
Pennsylvania
$720 4 +4 New
RCM
525
Raleigh Capital Management
North Carolina
$542 3 +3 New
19 20
21
22 23