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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 %
GCM
526
Gunderson Capital Management
South Carolina
– – -29,556 Closed
Tudor Investment Corp
527
Tudor Investment Corp
Connecticut
– – -23,970 Closed
Pacer Advisors
528
Pacer Advisors
Pennsylvania
– – -10,859 Closed
SWIG
529
Strategic Wealth Investment Group
Kentucky
– – -7,779 Closed
CCIA
530
Campbell & Co Investment Adviser
Maryland
– – -7,459 Closed
Nomura Holdings
531
Nomura Holdings
Japan
– – -7,110 Closed
BA
532
Bridgewater Associates
Connecticut
– – -6,237 Closed
CCM
533
Cinctive Capital Management
New York
– – -5,779 Closed
BC
534
Bridgefront Capital
Texas
– – -4,714 Closed
VIM
535
VELA Investment Management
Ohio
– – -4,684 Closed
BFG
536
Bleakley Financial Group
New Jersey
– – -4,178 Closed
DTL
537
Dynamic Technology Lab
Singapore
– – -4,072 Closed
FC
538
FORA Capital
Florida
– – -3,525 Closed
BPC
539
Bryce Point Capital
New York
– – -2,760 Closed
VF
540
Virtu Financial
New York
– – -2,139 Closed
CFGS
541
Concourse Financial Group Securities
Alabama
– – -2,089 Closed
CSS
542
Cubist Systematic Strategies
Connecticut
– – -2,035 Closed
AC
543
AXQ Capital
New Jersey
– – -1,927 Closed
PTC
544
Petrus Trust Company
Texas
– – -1,833 Closed
BEI
545
Benjamin Edwards Inc
Missouri
– – -1,636 Closed
Wolverine Trading
546
Wolverine Trading
Illinois
– – -1,552 Closed
NAS
547
Nicolet Advisory Services
Wisconsin
– – -1,532 Closed
ATC
548
Argent Trust Co
Tennessee
– – -1,493 Closed
ACM
549
Aster Capital Management
United Arab Emirates
– – -1,295 Closed
Rafferty Asset Management
550
Rafferty Asset Management
New York
– – -1,224 Closed
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