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Houlihan Lokey
HLI

Overview Fund Activity

538 hedge funds and large institutions have $9.88B invested in Houlihan Lokey in 2025 Q2 according to their latest regulatory filings, with 77 funds opening new positions, 187 increasing their positions, 207 reducing their positions, and 52 closing their positions.

Holders
538
Holders Change
+18
Holders Change %
+3.46%
% of All Funds
7.23%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
77
Increased
187
Reduced
207
Closed
52
Calls
$1.15M
Puts
$1.94M
Net Calls
-$791K
Net Calls Change
-$3.07M

Top Buyers

1
Norges Bank
1
Norges Bank
Norway
$127M
2
CIP
2
Champlain Investment Partners
Vermont
$98.3M
3
Capital Research Global Investors
3
Capital Research Global Investors
California
$144M
4
RG
4
Renaissance Group
Kentucky
$34.1M
5
Assenagon Asset Management
5
Assenagon Asset Management
Luxembourg
$32.9M

Top Sellers

1
EARNEST Partners
1
EARNEST Partners
Georgia
$445M
2
T. Rowe Price Investment Management
2
T. Rowe Price Investment Management
Maryland
$189M
3
Ameriprise
3
Ameriprise
Minnesota
$88.1M
4
Point72 Asset Management
4
Point72 Asset Management
Connecticut
$0
5
First Trust Advisors
5
First Trust Advisors
Illinois
$73.2M
Name Market Value Shares Shares
Change 		Shares
Change %
CWC
576
Carolinas Wealth Consulting
North Carolina
– – -37 Closed
MEG
577
Millstone Evans Group
Colorado
– – -36 Closed
CA
578
CoreCap Advisors
Michigan
– – -34 Closed
CT
579
Clearstead Trust
Maine
– – -32 Closed
RWM
580
Ruedi Wealth Management
Illinois
– – -29 Closed
QC
581
Quent Capital
New York
– – -20 Closed
WA
582
WPG Advisers
Maryland
– – -18 Closed
CA
583
Continuum Advisory
Idaho
– – -15 Closed
SIC
584
Salem Investment Counselors
North Carolina
– – -14 Closed
HCP
585
Hexagon Capital Partners
Arkansas
– – -10 Closed
SC
586
SouthState Corp
Florida
– – -6 Closed
PCTC
587
Perkins Coie Trust Company
Washington
– – -6 Closed
ACA
588
American Capital Advisory
Idaho
– – -2 Closed
MCM
589
MV Capital Management
Maryland
– – -1 Closed
Simplex Trading
590
Simplex Trading
Illinois
– – – –
AW
591
Avion Wealth
Texas
$0 2 +2 New
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