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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 %
HIA
526
HFM Investment Advisors
New Jersey
$900 +$540 +3 +150%
BFS
527
Bare Financial Services
Pennsylvania
$720 +$720 +4 New
MAM
528
Morse Asset Management
Connecticut
$720 +$720 +4 New
RCM
529
Raleigh Capital Management
North Carolina
$542 +$542 +3 New
S
530
Sachetta
Massachusetts
$540 – – –
RWM
531
Rialto Wealth Management
New York
$540 +$540 +3 New
BHWM
532
Bay Harbor Wealth Management
Maryland
$539 +$180 +1 +50%
PWM
533
Parkworth Wealth Management
California
$360 – – –
FMP
534
Financial Management Professionals
Texas
$360 – – –
TIM
535
Tortoise Investment Management
New York
$360 +$360 +2 New
TIM
536
Total Investment Management
Arizona
$188 +$188 +1 New
AWM
537
Activest Wealth Management
Florida
$180 -$2.88K -16 -94%
RIL
538
Rothschild Investment LLC
Illinois
$180 -$180 -1 -50%
TFM
539
TFC Financial Management
Massachusetts
$180 – – –
QWM
540
Quaker Wealth Management
New Jersey
$180 +$180 +1 New
SC
541
Stephens Consulting
Michigan
$180 +$180 +1 New
Point72 Asset Management
542
Point72 Asset Management
Connecticut
– -$18.5M -114,422 Closed
CF
543
Corebridge Financial
Texas
– -$9.65M -59,722 Closed
IP
544
Interval Partners
New York
– -$3.65M -22,615 Closed
WCF
545
West Coast Financial
California
– -$2.9M -17,930 Closed
OAC
546
OMERS Administration Corp
Ontario, Canada
– -$2.13M -13,200 Closed
Squarepoint
547
Squarepoint
New York
– -$2.12M -13,132 Closed
XT
548
XTX Topco
Cayman Islands
– -$2.04M -12,608 Closed
N
549
Natixis
France
– -$1.77M -11,085 Closed
Rockefeller Capital Management
550
Rockefeller Capital Management
New York
– -$1.76M -10,870 Closed
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