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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 %
Citigroup
76
Citigroup
New York
$20.5M +$17.7M +98,241 +636%
Legal & General Group
77
Legal & General Group
United Kingdom
$20M +$159K +881 +0.8%
NL
78
Nuveen LLC
North Carolina
$19.5M -$6.61M -36,751 -25%
FAM
79
Fenimore Asset Management
New York
$18.8M +$9.74M +54,151 +108%
Swiss National Bank
80
Swiss National Bank
Switzerland
$18.6M -$180K -1,000 -1%
Citadel Advisors
81
Citadel Advisors
Florida
$17.7M +$676K +3,759 +4%
LPL Financial
82
LPL Financial
California
$17.6M +$510K +2,836 +3%
California Public Employees Retirement System
83
California Public Employees Retirement System
California
$17.4M +$825K +4,584 +5%
Jane Street
84
Jane Street
New York
$16.1M +$15.7M +87,182 +3,478%
TI
85
Trexquant Investment
Connecticut
$15.9M +$7.1M +39,476 +81%
ACL
86
Azora Capital LP
Florida
$15.7M +$15.7M +87,007 New
SBH
87
Segall Bryant & Hamill
Illinois
$14.7M +$2.51M +13,971 +21%
MAM
88
Montanaro Asset Management
United Kingdom
$14.6M +$270K +1,500 +2%
Stifel Financial
89
Stifel Financial
Missouri
$14.5M -$1.35M -7,496 -9%
Nordea Investment Management
90
Nordea Investment Management
Sweden
$13.5M -$16M -88,235 -54%
PAM
91
PineStone Asset Management
Quebec, Canada
$13.4M +$918K +5,100 +7%
RA
92
Royce & Associates
New York
$13.4M -$459K -2,549 -3%
Two Sigma Investments
93
Two Sigma Investments
New York
$12.8M +$9.31M +51,753 +265%
WT
94
Whittier Trust
California
$12.6M +$306K +1,703 +3%
Voloridge Investment Management
95
Voloridge Investment Management
Florida
$12.4M -$4M -22,207 -24%
EP
96
Edgestream Partners
New Jersey
$12.4M +$9.14M +50,819 +283%
Janus Henderson Group
97
Janus Henderson Group
United Kingdom
$12.4M +$7.85M +43,600 +174%
Bank of Nova Scotia
98
Bank of Nova Scotia
Ontario, Canada
$12M +$11.2M +62,144 +1,351%
Retirement Systems of Alabama
99
Retirement Systems of Alabama
Alabama
$11.8M -$2.52K -14 -0%
MOACM
100
Mutual of America Capital Management
New York
$10.5M -$334K -1,855 -3%
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4
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