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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 %
DPW
501
DiNuzzo Private Wealth
Pennsylvania
$2.1K 13 +1 +8%
HWP
502
Highline Wealth Partners
California
$2.1K 13 +13 New
TWD
503
True Wealth Design
Ohio
$1.78K 11 +11 New
HI
504
Horizon Investments
North Carolina
$1.78K 11 – –
SIC
505
SJS Investment Consulting
Ohio
$1.62K 10 – –
HCP
506
Hexagon Capital Partners
Arkansas
$1.62K 10 +1 +11%
PCTC
507
Perkins Coie Trust Company
Washington
$969 6 +6 New
SC
508
SouthState Corp
Florida
$969 6 +6 New
WCM
509
WealthTrak Capital Management
Virginia
$808 5 – –
CFO
510
CVA Family Office
Colorado
$808 5 +5 New
HFS
511
Hughes Financial Services
Virginia
$492 3 +3 New
S
512
Sachetta
Massachusetts
$485 3 – –
FMP
513
Financial Management Professionals
Texas
$323 2 – –
PWM
514
Parkworth Wealth Management
California
$323 2 – –
RIL
515
Rothschild Investment LLC
Illinois
$323 2 +1 +100%
ACA
516
American Capital Advisory
Idaho
$323 2 +2 New
HIA
517
HFM Investment Advisors
New Jersey
$323 2 +2 New
BHWM
518
Bay Harbor Wealth Management
Maryland
$323 2 +2 New
TFM
519
TFC Financial Management
Massachusetts
$162 1 – –
MCM
520
MV Capital Management
Maryland
$162 1 +1 New
Norges Bank
521
Norges Bank
Norway
– – -656,723 Closed
Balyasny Asset Management
522
Balyasny Asset Management
Illinois
– – -127,782 Closed
Assenagon Asset Management
523
Assenagon Asset Management
Luxembourg
– – -124,456 Closed
BPC
524
Bearing Point Capital
Minnesota
– – -44,156 Closed
GIP
525
Granite Investment Partners
California
– – -38,239 Closed
19 20
21
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