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Houlihan Lokey
HLI

Overview Fund Activity

520 hedge funds and large institutions have $8.49B invested in Houlihan Lokey in 2025 Q1 according to their latest regulatory filings, with 79 funds opening new positions, 199 increasing their positions, 169 reducing their positions, and 53 closing their positions.

Holders
520
Holders Change
+17
Holders Change %
+3.38%
% of All Funds
7.07%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.07%
New
79
Increased
199
Reduced
169
Closed
53
Calls
$5.57M
Puts
$3.3M
Net Calls
+$2.28M
Net Calls Change
+$539K

Top Buyers

1
CAM
1
Congress Asset Management
Massachusetts
$81.4M
2
Capital Research Global Investors
2
Capital Research Global Investors
California
$81.4M
3
Westfield Capital Management
3
Westfield Capital Management
Massachusetts
$46.2M
4
Handelsbanken Fonder
4
Handelsbanken Fonder
Sweden
$44.5M
5
BlackRock
5
BlackRock
New York
$908M

Top Sellers

1
Norges Bank
1
Norges Bank
Norway
$0
2
FMI
2
Fiduciary Management Inc
Wisconsin
$122M
3
Kayne Anderson Rudnick Investment Management
3
Kayne Anderson Rudnick Investment Management
California
$473M
4
EARNEST Partners
4
EARNEST Partners
Georgia
$428M
5
Prudential Financial
5
Prudential Financial
New Jersey
$13M
Name Market Value Shares Shares
Change 		Shares
Change %
Citadel Advisors
76
Citadel Advisors
Florida
$15.3M 94,794 -153,503 -62%
California Public Employees Retirement System
77
California Public Employees Retirement System
California
$14.8M 91,930 -589 -0.6%
Voloridge Investment Management
78
Voloridge Investment Management
Florida
$14.7M 91,022 +73,222 +411%
Janney Montgomery Scott
79
Janney Montgomery Scott
Pennsylvania
$14.6M 90,681 -4,617 -5%
Stifel Financial
80
Stifel Financial
Missouri
$14.2M 88,113 -6,060 -6%
Prudential Financial
81
Prudential Financial
New Jersey
$13M 80,481 -266,988 -77%
MAM
82
Montanaro Asset Management
United Kingdom
$12.8M 79,500 -15,500 -16%
RA
83
Royce & Associates
New York
$12.4M 77,014 -22,154 -22%
PAM
84
PineStone Asset Management
Quebec, Canada
$11.2M 69,395 +8,400 +14%
WT
85
Whittier Trust
California
$11M 68,106 +1,496 +2%
SBH
86
Segall Bryant & Hamill
Illinois
$11M 67,986 -1,921 -3%
Retirement Systems of Alabama
87
Retirement Systems of Alabama
Alabama
$10.6M 65,757 +601 +0.9%
CWM
88
Congress Wealth Management
Massachusetts
$10.3M 63,750 +63,750 New
PC
89
Pier Capital
Connecticut
$9.78M 60,563 +28,670 +90%
RCW
90
Rheos Capital Works
Japan
$9.76M 60,400 -13,000 -18%
MOACM
91
Mutual of America Capital Management
New York
$9.73M 60,244 -2,020 -3%
Amundi
92
Amundi
France
$9.72M 63,433 +50,847 +404%
CF
93
Corebridge Financial
Texas
$9.65M 59,722 -960 -2%
Victory Capital Management
94
Victory Capital Management
Texas
$9.63M 59,613 -2,621 -4%
SO
95
STRS Ohio
Ohio
$9.55M 59,125 -1,488 -2%
FPTW
96
Franklin, Parlapiano, Turner & Welch
Texas
$9.14M 56,574 -2,336 -4%
GWM
97
Geneos Wealth Management
Colorado
$8.97M 55,531 +37,748 +212%
ACA
98
Aptus Capital Advisors
Alabama
$8.38M 51,901 +5,843 +13%
VanEck Associates
99
VanEck Associates
New York
$8.38M 51,901 +5,044 +11%
HFS
100
Hantz Financial Services
Michigan
$8.33M 51,555 +49,129 +2,025%
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4
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