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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 %
Legal & General Group
76
Legal & General Group
United Kingdom
$20M 111,112 +881 +0.8%
NL
77
Nuveen LLC
North Carolina
$19.5M 108,625 -36,751 -25%
FAM
78
Fenimore Asset Management
New York
$18.8M 104,225 +54,151 +108%
Swiss National Bank
79
Swiss National Bank
Switzerland
$18.6M 103,136 -1,000 -1%
Citadel Advisors
80
Citadel Advisors
Florida
$17.7M 98,553 +3,759 +4%
LPL Financial
81
LPL Financial
California
$17.6M 97,874 +2,836 +3%
California Public Employees Retirement System
82
California Public Employees Retirement System
California
$17.4M 96,514 +4,584 +5%
Jane Street
83
Jane Street
New York
$16.1M 89,689 +87,182 +3,478%
TI
84
Trexquant Investment
Connecticut
$15.9M 88,452 +39,476 +81%
ACL
85
Azora Capital LP
Florida
$15.7M 87,007 +87,007 New
SBH
86
Segall Bryant & Hamill
Illinois
$14.7M 81,957 +13,971 +21%
MAM
87
Montanaro Asset Management
United Kingdom
$14.6M 81,000 +1,500 +2%
Stifel Financial
88
Stifel Financial
Missouri
$14.5M 80,617 -7,496 -9%
Nordea Investment Management
89
Nordea Investment Management
Sweden
$13.5M 74,469 -88,235 -54%
PAM
90
PineStone Asset Management
Quebec, Canada
$13.4M 74,495 +5,100 +7%
RA
91
Royce & Associates
New York
$13.4M 74,465 -2,549 -3%
Two Sigma Investments
92
Two Sigma Investments
New York
$12.8M 71,307 +51,753 +265%
WT
93
Whittier Trust
California
$12.6M 69,809 +1,703 +3%
Voloridge Investment Management
94
Voloridge Investment Management
Florida
$12.4M 68,815 -22,207 -24%
EP
95
Edgestream Partners
New Jersey
$12.4M 68,803 +50,819 +283%
Janus Henderson Group
96
Janus Henderson Group
United Kingdom
$12.4M 68,642 +43,600 +174%
Bank of Nova Scotia
97
Bank of Nova Scotia
Ontario, Canada
$12M 66,743 +62,144 +1,351%
Retirement Systems of Alabama
98
Retirement Systems of Alabama
Alabama
$11.8M 65,743 -14 -0%
MOACM
99
Mutual of America Capital Management
New York
$10.5M 58,389 -1,855 -3%
Tudor Investment Corp
100
Tudor Investment Corp
Connecticut
$10.3M 57,122 +57,122 New
2 3
4
5 6