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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
$98.3M
2
Capital Research Global Investors
Capital Research Global Investors
California
$144M
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
$49.4M

Top Sellers

1
EARNEST Partners
EARNEST Partners
Georgia
$445M
2
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$189M
3
Ameriprise
Ameriprise
Minnesota
$88.1M
4
Point72 Asset Management
Point72 Asset Management
Connecticut
$0
5
First Trust Advisors
First Trust Advisors
Illinois
$73.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
PHK
551
Point72 Hong Kong
Hong Kong
– -$1.08M -6,698 Closed
MFGM
552
Marshall Financial Group (Maryland)
Maryland
– -$946K -5,860 Closed
PD
553
Point72 (DIFC)
United Arab Emirates
– -$910K -5,637 Closed
WLG
554
Williamson Legacy Group
Indiana
– -$881K -5,457 Closed
NG
555
Novem Group
New York
– -$877K -5,432 Closed
SFI
556
Susquehanna Fundamental Investments
Pennsylvania
– -$850K -5,262 Closed
AIMCA
557
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
– -$632K -3,911 Closed
USAA
558
United Services Automobile Association
Texas
– -$544K -3,438 Closed
Allianz Asset Management
559
Allianz Asset Management
Germany
– -$401K -2,484 Closed
FAIM
560
Financial Advocates Investment Management
Washington
– -$396K -2,449 Closed
ET
561
Equitable Trust
Tennessee
– -$347K -2,151 Closed
National Bank of Canada
562
National Bank of Canada
Quebec, Canada
– -$321K -1,990 Closed
PA
563
PharVision Advisers
Florida
– -$274K -1,698 Closed
FFP
564
FourThought Financial Partners
Florida
– -$271K -1,677 Closed
AWS
565
Atria Wealth Solutions
New York
– -$263K -1,626 Closed
TI
566
TrueMark Investments
Illinois
– -$256K -1,584 Closed
CFM
567
Crawford Fund Management
Massachusetts
– -$242K -1,500 Closed
TFS
568
Thoroughbred Financial Services
Tennessee
– -$241K -1,495 Closed
CBA
569
Coastal Bridge Advisors
Connecticut
– -$234K -1,451 Closed
VRS
570
Virginia Retirement Systems
Virginia
– -$210K -1,300 Closed
CCM
571
Coldstream Capital Management
Washington
– -$167K -1,032 Closed
MG
572
Mather Group
Illinois
– -$101K -624 Closed
CIAM
573
Caitong International Asset Management
Hong Kong
– -$43.1K -267 Closed
GFPC
574
Global Financial Private Client
Florida
– -$37.5K -232 Closed
M
575
MOTCO
Texas
– -$28.9K -179 Closed
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