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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 %
Renaissance Technologies
51
Renaissance Technologies
New York
$42.5M 236,100 +85,400 +57%
HighTower Advisors
52
HighTower Advisors
Illinois
$42.3M 235,186 -4,638 -2%
UBS AM
53
UBS AM
Illinois
$39.9M 221,885 +41,251 +23%
BWP
54
Barlow Wealth Partners
Kentucky
$37.7M 205,578 +1,764 +0.9%
EAM
55
Eventide Asset Management
Massachusetts
$35.1M 195,094 -1,542 -0.8%
RG
56
Renaissance Group
Kentucky
$34.1M 189,583 +189,583 New
Assenagon Asset Management
57
Assenagon Asset Management
Luxembourg
$32.9M 182,729 +182,729 New
BNP Paribas Financial Markets
58
BNP Paribas Financial Markets
France
$32M 178,100 +9,224 +5%
Royal Bank of Canada
59
Royal Bank of Canada
Ontario, Canada
$31.5M 175,103 +125,519 +253%
Amundi
60
Amundi
France
$30.8M 167,711 +104,278 +164%
Brown Advisory
61
Brown Advisory
Maryland
$30.3M 168,273 -19,518 -10%
Public Employees Retirement Association of Colorado
62
Public Employees Retirement Association of Colorado
Colorado
$30.2M 167,946 -25,300 -13%
FLPIM
63
F.L. Putnam Investment Management
Massachusetts
$29.5M 163,874 -1,150 -0.7%
RhumbLine Advisers
64
RhumbLine Advisers
Massachusetts
$29.5M 163,695 +1,346 +0.8%
JPMorgan Chase & Co
65
JPMorgan Chase & Co
New York
$28.8M 160,212 -41,578 -21%
New York State Common Retirement Fund
66
New York State Common Retirement Fund
New York
$26.1M 144,789 +508 +0.4%
Macquarie Group
67
Macquarie Group
Australia
$23.9M 132,682 -27,667 -17%
AQR Capital Management
68
AQR Capital Management
Connecticut
$23.7M 131,534 +101,880 +344%
Barclays
69
Barclays
United Kingdom
$23.7M 131,507 -11,642 -8%
AA
70
ALPS Advisors
Colorado
$22.9M 127,518 -642 -0.5%
Russell Investments Group
71
Russell Investments Group
United Kingdom
$22.8M 126,509 +22,624 +22%
Principal Financial Group
72
Principal Financial Group
Iowa
$22M 122,173 -2,244 -2%
GIA
73
GHP Investment Advisors
Colorado
$21.5M 119,440 -822 -0.7%
Millennium Management
74
Millennium Management
New York
$20.6M 114,362 -3,060 -3%
Citigroup
75
Citigroup
New York
$20.5M 113,684 +98,241 +636%
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