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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 %
CL
551
Choreo LLC
Illinois
– – -1,219 Closed
SPA
552
Sherbrooke Park Advisers
New York
– – -1,205 Closed
LAM
553
Longboard Asset Management
Arizona
– – -1,198 Closed
SW
554
SteelPeak Wealth
California
– – -1,190 Closed
MAS
555
Meeder Advisory Services
Ohio
– – -1,176 Closed
JIC
556
Johnson Investment Counsel
Ohio
– – -1,176 Closed
SFA
557
Sequoia Financial Advisors
Ohio
– – -1,161 Closed
VFA
558
Values First Advisors
Tennessee
– – -840 Closed
VWM
559
Venturi Wealth Management
Texas
– – -727 Closed
KI
560
Kapitalo Investimentos
Brazil
– – -604 Closed
PP
561
Pingora Partners
Wyoming
– – -400 Closed
Simplex Trading
562
Simplex Trading
Illinois
– – -375 Closed
VAG
563
VisionPoint Advisory Group
Texas
– – -363 Closed
FLP
564
Financial Life Planners
Arizona
– – -191 Closed
EBA
565
Eagle Bay Advisors
New York
– – -139 Closed
VHAM
566
Van Hulzen Asset Management
California
– – -107 Closed
SSG
567
Summit Securities Group
New York
– – -100 Closed
JFGIW
568
Johnson Financial Group Inc (Wisconsin)
Wisconsin
– – -42 Closed
KIM
569
Kestra Investment Management
Texas
– – -27 Closed
FWA
570
FSC Wealth Advisors
New York
– – -26 Closed
CAS
571
Coppell Advisory Solutions
Texas
– – -21 Closed
GM
572
GeoWealth Management
Illinois
– – -19 Closed
OSNBOA
573
Old Second National Bank of Aurora
Illinois
– – -4 Closed
Susquehanna International Group
574
Susquehanna International Group
Pennsylvania
– – – –
QWM
575
Quaker Wealth Management
New Jersey
– – – –
19 20 21 22
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