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Houlihan Lokey
HLI

Overview Fund Activity

542 hedge funds and large institutions have $9.92B invested in Houlihan Lokey in 2025 Q2 according to their latest regulatory filings, with 79 funds opening new positions, 188 increasing their positions, 208 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
542
Holders Change
+22
Holders Change %
+4.23%
% of All Funds
7.27%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
79
Increased
188
Reduced
208
Closed
52
Calls
$3.85M
Puts
$2.48M
Net Calls
+$1.37M
Net Calls Change
-$908K

Top Buyers

1
CIP
Champlain Investment Partners
Vermont
+$65M
2
Capital Research Global Investors
Capital Research Global Investors
California
+$53M
3
RG
Renaissance Group
Kentucky
+$34.1M
4
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$32.9M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$29.9M

Top Sellers

1
EARNEST Partners
EARNEST Partners
Georgia
-$31.8M
2
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$26.9M
3
Ameriprise
Ameriprise
Minnesota
-$19M
4
Point72 Asset Management
Point72 Asset Management
Connecticut
-$18.5M
5
First Trust Advisors
First Trust Advisors
Illinois
-$16.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
Grantham, Mayo, Van Otterloo & Co (GMO)
51
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$43.3M +$2.17M +12,055 +5%
Renaissance Technologies
52
Renaissance Technologies
New York
$42.5M +$15.4M +85,400 +57%
HighTower Advisors
53
HighTower Advisors
Illinois
$42.3M -$835K -4,638 -2%
UBS AM
54
UBS AM
Illinois
$39.9M +$7.42M +41,251 +23%
BWP
55
Barlow Wealth Partners
Kentucky
$37.7M +$324K +1,764 +0.9%
EAM
56
Eventide Asset Management
Massachusetts
$35.1M -$278K -1,542 -0.8%
RG
57
Renaissance Group
Kentucky
$34.1M +$34.1M +189,583 New
Assenagon Asset Management
58
Assenagon Asset Management
Luxembourg
$32.9M +$32.9M +182,729 New
BNP Paribas Financial Markets
59
BNP Paribas Financial Markets
France
$32M +$1.66M +9,224 +5%
Royal Bank of Canada
60
Royal Bank of Canada
Ontario, Canada
$31.5M +$22.6M +125,519 +253%
Amundi
61
Amundi
France
$30.8M +$19.1M +104,278 +164%
Brown Advisory
62
Brown Advisory
Maryland
$30.3M -$3.51M -19,518 -10%
Public Employees Retirement Association of Colorado
63
Public Employees Retirement Association of Colorado
Colorado
$30.2M -$4.55M -25,300 -13%
FLPIM
64
F.L. Putnam Investment Management
Massachusetts
$29.5M -$207K -1,150 -0.7%
RhumbLine Advisers
65
RhumbLine Advisers
Massachusetts
$29.5M +$242K +1,346 +0.8%
JPMorgan Chase & Co
66
JPMorgan Chase & Co
New York
$28.8M -$7.48M -41,578 -21%
New York State Common Retirement Fund
67
New York State Common Retirement Fund
New York
$26.1M +$91.4K +508 +0.4%
Macquarie Group
68
Macquarie Group
Australia
$23.9M -$4.98M -27,667 -17%
AQR Capital Management
69
AQR Capital Management
Connecticut
$23.7M +$18.3M +101,880 +344%
Barclays
70
Barclays
United Kingdom
$23.7M -$2.09M -11,642 -8%
AA
71
ALPS Advisors
Colorado
$22.9M -$116K -642 -0.5%
Russell Investments Group
72
Russell Investments Group
United Kingdom
$22.8M +$4.07M +22,624 +22%
Principal Financial Group
73
Principal Financial Group
Iowa
$22M -$404K -2,244 -2%
GIA
74
GHP Investment Advisors
Colorado
$21.5M -$148K -822 -0.7%
Millennium Management
75
Millennium Management
New York
$20.6M -$551K -3,060 -3%
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