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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
Grantham, Mayo, Van Otterloo & Co (GMO)
51
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$43.3M +$2.03M +12,055 +5%
Renaissance Technologies
52
Renaissance Technologies
New York
$42.5M +$14.3M +85,400 +57%
HighTower Advisors
53
HighTower Advisors
Illinois
$42.3M -$779K -4,638 -2%
UBS AM
54
UBS AM
Illinois
$39.9M +$6.93M +41,251 +23%
BWP
55
Barlow Wealth Partners
Kentucky
$37.7M +$296K +1,764 +0.9%
EAM
56
Eventide Asset Management
Massachusetts
$35.1M -$259K -1,542 -0.8%
RG
57
Renaissance Group
Kentucky
$34.1M +$31.8M +189,583 New
Assenagon Asset Management
58
Assenagon Asset Management
Luxembourg
$32.9M +$30.7M +182,729 New
BNP Paribas Financial Markets
59
BNP Paribas Financial Markets
France
$32M +$1.55M +9,224 +5%
Royal Bank of Canada
60
Royal Bank of Canada
Ontario, Canada
$31.5M +$21.1M +125,519 +253%
Amundi
61
Amundi
France
$30.8M +$17.5M +104,278 +164%
Brown Advisory
62
Brown Advisory
Maryland
$30.3M -$3.28M -19,518 -10%
Public Employees Retirement Association of Colorado
63
Public Employees Retirement Association of Colorado
Colorado
$30.2M -$4.25M -25,300 -13%
FLPIM
64
F.L. Putnam Investment Management
Massachusetts
$29.5M -$193K -1,150 -0.7%
RhumbLine Advisers
65
RhumbLine Advisers
Massachusetts
$29.5M +$226K +1,346 +0.8%
JP Morgan Chase
66
JP Morgan Chase
New York
$28.8M -$6.99M -41,578 -21%
New York State Common Retirement Fund
67
New York State Common Retirement Fund
New York
$26.1M +$85.3K +508 +0.4%
Macquarie Group
68
Macquarie Group
Australia
$23.9M -$4.65M -27,667 -17%
AQR Capital Management
69
AQR Capital Management
Connecticut
$23.7M +$17.1M +101,880 +344%
Barclays
70
Barclays
United Kingdom
$23.7M -$1.96M -11,642 -8%
AA
71
ALPS Advisors
Colorado
$22.9M -$108K -642 -0.5%
Russell Investments Group
72
Russell Investments Group
United Kingdom
$22.8M +$3.8M +22,624 +22%
Principal Financial Group
73
Principal Financial Group
Iowa
$22M -$377K -2,244 -2%
GIA
74
GHP Investment Advisors
Colorado
$21.5M -$138K -822 -0.7%
Millennium Management
75
Millennium Management
New York
$20.6M -$514K -3,060 -3%

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.