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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
FNWA
501
Financial Network Wealth Advisors
Utah
$6.87K
OLVIG
502
Oliver Lagore Vanvalin Investment Group
Michigan
$6.78K +$7.06K +42 New
TPWA
503
Twin Peaks Wealth Advisors
California
$6.77K +$5.88K +35 New
TCM
504
TD Capital Management
Tennessee
$6.36K
MAS
505
MPWM Advisory Solutions
Georgia
$6.3K
TPCW
506
TD Private Client Wealth
New York
$6.12K -$3.53K -21 -38%
NSIM
507
North Star Investment Management
Illinois
$5.27K
SS
508
Sunbelt Securities
Texas
$5.04K
PP
509
PFS Partners
New Jersey
$4.68K +$4.37K +26 New
RWS
510
Retirement Wealth Solutions
Wisconsin
$4.67K
BAM
511
Bellevue Asset Management
Washington
$4.32K
NC
512
NewSquare Capital
Pennsylvania
$4.14K -$336 -2 -8%
CIBC Private Wealth Group
513
CIBC Private Wealth Group
Georgia
$3.78K -$5.21K -31 -60%
PWMG
514
Private Wealth Management Group
New Jersey
$3.78K
WA
515
Whipplewood Advisors
Colorado
$3.42K -$14.3K -85 -82%
CIA
516
Cape Investment Advisory
Georgia
$3.42K +$3.19K +19 New
WB
517
Webster Bank
Connecticut
$3.06K +$2.86K +17 New
BCMLT
518
Beacon Capital Management LLC (Tennessee)
Tennessee
$2.7K
HCM
519
Hollencrest Capital Management
California
$2.52K
DPW
520
DiNuzzo Private Wealth
Pennsylvania
$2.34K
HWP
521
Highline Wealth Partners
California
$2.34K
HIIFS
522
Harel Insurance Investments & Financial Services
Israel
$2K -$13.4K -80 -87%
TWD
523
True Wealth Design
Ohio
$1.98K
HNW
524
High Note Wealth
Minnesota
$1.98K +$1.85K +11 New
EP
525
Essential Partners
California
$1.8K +$1.68K +10 New

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.