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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
CH
526
Cromwell Holdings
Wyoming
$1.44K +$1.34K +8 New
HFS
527
Hughes Financial Services
Virginia
$1.15K +$504 +3 +100%
SIC
528
SJS Investment Consulting
Ohio
$1.08K -$672 -4 -40%
CFD
529
Creative Financial Designs
Indiana
$900 -$3.36K -20 -80%
CFO
530
CVA Family Office
Colorado
$900
WCM
531
WealthTrak Capital Management
Virginia
$900
HIA
532
HFM Investment Advisors
New Jersey
$900 +$504 +3 +150%
BFS
533
Bare Financial Services
Pennsylvania
$720 +$672 +4 New
MAM
534
Morse Asset Management
Connecticut
$720 +$672 +4 New
RCM
535
Raleigh Capital Management
North Carolina
$542 +$504 +3 New
S
536
Sachetta
Massachusetts
$540
RWM
537
Rialto Wealth Management
New York
$540 +$504 +3 New
BHWM
538
Bay Harbor Wealth Management
Maryland
$539 +$168 +1 +50%
FMP
539
Financial Management Professionals
Texas
$360
PWM
540
Parkworth Wealth Management
California
$360
TIM
541
Tortoise Investment Management
New York
$360 +$336 +2 New
TIM
542
Total Investment Management
Arizona
$188 +$168 +1 New
AWM
543
Activest Wealth Management
Florida
$180 -$2.69K -16 -94%
RIL
544
Rothschild Investment LLC
Illinois
$180 -$168 -1 -50%
TFM
545
TFC Financial Management
Massachusetts
$180
QWM
546
Quaker Wealth Management
New Jersey
$180 +$168 +1 New
SC
547
Stephens Consulting
Michigan
$180 +$168 +1 New
Point72 Asset Management
548
Point72 Asset Management
Connecticut
-$18.5M -114,422 Closed
CF
549
Corebridge Financial
Texas
-$9.65M -59,722 Closed
IP
550
Interval Partners
New York
-$3.65M -22,615 Closed

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.