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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
CBA
576
Coastal Bridge Advisors
Connecticut
-$234K -1,451 Closed
VRS
577
Virginia Retirement Systems
Virginia
-$210K -1,300 Closed
CCM
578
Coldstream Capital Management
Washington
-$167K -1,032 Closed
MG
579
Mather Group
Illinois
-$101K -624 Closed
CIAM
580
Caitong International Asset Management
Hong Kong
-$43.1K -267 Closed
GFPC
581
Global Financial Private Client
Florida
-$37.5K -232 Closed
M
582
MOTCO
Texas
-$28.9K -179 Closed
HT
583
Headlands Technologies
Illinois
-$17.3K -107 Closed
WSFS
584
Wilmington Savings Fund Society
Delaware
-$12.6K -78 Closed
CHC
585
City Holding Co
West Virginia
-$9.21K -57 Closed
WT
586
Washington Trust
Rhode Island
-$6.18K -38 Closed
CWC
587
Carolinas Wealth Consulting
North Carolina
-$5.98K -37 Closed
MEG
588
Millstone Evans Group
Colorado
-$5.81K -36 Closed
CA
589
CoreCap Advisors
Michigan
-$5.49K -34 Closed
CT
590
Clearstead Trust
Maine
-$5.17K -32 Closed
RWM
591
Ruedi Wealth Management
Illinois
-$4.68K -29 Closed
QC
592
Quent Capital
New York
-$3.23K -20 Closed
WA
593
WPG Advisers
Maryland
-$2.91K -18 Closed
CA
594
Continuum Advisory
Idaho
-$2.42K -15 Closed
SIC
595
Salem Investment Counselors
North Carolina
-$2.26K -14 Closed
HCP
596
Hexagon Capital Partners
Arkansas
-$1.61K -10 Closed
PCTC
597
Perkins Coie Trust Company
Washington
-$969 -6 Closed
SC
598
SouthState Corp
Florida
-$969 -6 Closed
ACA
599
American Capital Advisory
Idaho
-$323 -2 Closed
MCM
600
MV Capital Management
Maryland
-$162 -1 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.