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Houlihan Lokey
HLI

Overview Fund Activity

542 hedge funds and large institutions have $9.92B invested in Houlihan Lokey in 2025 Q2 according to their latest regulatory filings, with 79 funds opening new positions, 188 increasing their positions, 208 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
542
Holders Change
+22
Holders Change %
+4.23%
% of All Funds
7.27%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
79
Increased
188
Reduced
208
Closed
52
Calls
$3.85M
Puts
$2.48M
Net Calls
+$1.37M
Net Calls Change
-$908K

Top Buyers

1
CIP
Champlain Investment Partners
Vermont
+$65M
2
Capital Research Global Investors
Capital Research Global Investors
California
+$53M
3
RG
Renaissance Group
Kentucky
+$34.1M
4
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$32.9M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$29.9M

Top Sellers

1
EARNEST Partners
EARNEST Partners
Georgia
-$31.8M
2
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$26.9M
3
Ameriprise
Ameriprise
Minnesota
-$19M
4
Point72 Asset Management
Point72 Asset Management
Connecticut
-$18.5M
5
First Trust Advisors
First Trust Advisors
Illinois
-$16.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
TPCW
501
TD Private Client Wealth
New York
$6.12K -$3.78K -21 -38%
NSIM
502
North Star Investment Management
Illinois
$5.27K – – –
SS
503
Sunbelt Securities
Texas
$5.04K – – –
PP
504
PFS Partners
New Jersey
$4.68K +$4.68K +26 New
RWS
505
Retirement Wealth Solutions
Wisconsin
$4.67K – – –
BAM
506
Bellevue Asset Management
Washington
$4.32K – – –
NC
507
NewSquare Capital
Pennsylvania
$4.14K -$360 -2 -8%
CIBC Private Wealth Group
508
CIBC Private Wealth Group
Georgia
$3.78K -$5.58K -31 -60%
PWMG
509
Private Wealth Management Group
New Jersey
$3.78K – – –
WA
510
Whipplewood Advisors
Colorado
$3.42K -$15.3K -85 -82%
CIA
511
Cape Investment Advisory
Georgia
$3.42K +$3.42K +19 New
WB
512
Webster Bank
Connecticut
$3.06K +$3.06K +17 New
BCMLT
513
Beacon Capital Management LLC (Tennessee)
Tennessee
$2.7K – – –
HCM
514
Hollencrest Capital Management
California
$2.52K – – –
DPW
515
DiNuzzo Private Wealth
Pennsylvania
$2.34K – – –
HWP
516
Highline Wealth Partners
California
$2.34K – – –
HIIFS
517
Harel Insurance Investments & Financial Services
Israel
$2K -$13.3K -80 -87%
TWD
518
True Wealth Design
Ohio
$1.98K – – –
HNW
519
High Note Wealth
Minnesota
$1.98K +$1.98K +11 New
CH
520
Cromwell Holdings
Wyoming
$1.44K +$1.44K +8 New
HFS
521
Hughes Financial Services
Virginia
$1.15K +$576 +3 +100%
SIC
522
SJS Investment Consulting
Ohio
$1.08K -$720 -4 -40%
CFD
523
Creative Financial Designs
Indiana
$900 -$3.6K -20 -80%
WCM
524
WealthTrak Capital Management
Virginia
$900 – – –
CFO
525
CVA Family Office
Colorado
$900 – – –
19 20
21
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