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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
WCF
551
West Coast Financial
California
-$2.9M -17,930 Closed
OAC
552
OMERS Administration Corp
Ontario, Canada
-$2.13M -13,200 Closed
Squarepoint
553
Squarepoint
New York
-$2.12M -13,132 Closed
XT
554
XTX Topco
Cayman Islands
-$2.04M -12,608 Closed
N
555
Natixis
France
-$1.77M -11,085 Closed
Rockefeller Capital Management
556
Rockefeller Capital Management
New York
-$1.76M -10,870 Closed
PHK
557
Point72 Hong Kong
Hong Kong
-$1.08M -6,698 Closed
MFGM
558
Marshall Financial Group (Maryland)
Maryland
-$946K -5,860 Closed
PD
559
Point72 (DIFC)
United Arab Emirates
-$910K -5,637 Closed
WLG
560
Williamson Legacy Group
Indiana
-$881K -5,457 Closed
NG
561
Novem Group
New York
-$877K -5,432 Closed
SFI
562
Susquehanna Fundamental Investments
Pennsylvania
-$850K -5,262 Closed
AIMCA
563
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
-$632K -3,911 Closed
USAA
564
United Services Automobile Association
Texas
-$544K -3,438 Closed
CMF
565
Counterpoint Mutual Funds
California
-$409K -2,531 Closed
Allianz Asset Management
566
Allianz Asset Management
Germany
-$401K -2,484 Closed
FAIM
567
Financial Advocates Investment Management
Washington
-$396K -2,449 Closed
ET
568
Equitable Trust
Tennessee
-$347K -2,151 Closed
National Bank of Canada
569
National Bank of Canada
Quebec, Canada
-$321K -1,990 Closed
PA
570
PharVision Advisers
Florida
-$274K -1,698 Closed
FFP
571
FourThought Financial Partners
Florida
-$271K -1,677 Closed
AWS
572
Atria Wealth Solutions
New York
-$263K -1,626 Closed
TI
573
TrueMark Investments
Illinois
-$256K -1,584 Closed
CFM
574
Crawford Fund Management
Massachusetts
-$242K -1,500 Closed
TFS
575
Thoroughbred Financial Services
Tennessee
-$241K -1,495 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.