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Houlihan Lokey

551 hedge funds and large institutions have $10.9B invested in Houlihan Lokey in 2025 Q3 according to their latest regulatory filings, with 74 funds opening new positions, 188 increasing their positions, 204 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

324% more call options, than puts

Call options by funds: $5.92M | Put options by funds: $1.4M

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

17% more first-time investments, than exits

New positions opened: 74 | Existing positions closed: 63

10% more capital invested

Capital invested by funds: $9.93B → $10.9B (+$957M)

1% more funds holding

Funds holding: 547551 (+4)

8% less repeat investments, than reductions

Existing positions increased: 188 | Existing positions reduced: 204

2.87% less ownership

Funds ownership: 102.52%99.65% (-2.9%)

Holders
551
Holders Change
+4
Holders Change %
+0.73%
% of All Funds
7.23%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.08%
New
74
Increased
188
Reduced
204
Closed
63
Calls
$5.92M
Puts
$1.4M
Net Calls
+$4.52M
Net Calls Change
+$3.15M
Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
76
Ameriprise
Minnesota
$21.5M -$75.5M -385,084 -79%
Swiss National Bank
77
Swiss National Bank
Switzerland
$21.4M +$216K +1,100 +1%
Amundi
78
Amundi
France
$21.2M -$11.7M -59,871 -36%
California Public Employees Retirement System
79
California Public Employees Retirement System
California
$20.7M +$823K +4,200 +4%
AA
80
ALPS Advisors
Colorado
$20M -$5.86M -29,879 -23%
Millennium Management
81
Millennium Management
New York
$19.2M -$4.09M -20,881 -18%
MAM
82
Montanaro Asset Management
United Kingdom
$18.3M +$1.57M +8,000 +10%
AIM
83
AXA Investment Managers
France
$17.4M +$16.6M +84,663 New
SBH
84
Segall Bryant & Hamill
Illinois
$17.3M +$406K +2,070 +3%
Stifel Financial
85
Stifel Financial
Missouri
$16.7M +$115K +584 +0.7%
Prudential Financial
86
Prudential Financial
New Jersey
$15.7M +$5.46M +27,858 +57%
PAM
87
PineStone Asset Management
Quebec, Canada
$15.3M
Citadel Advisors
88
Citadel Advisors
Florida
$14.8M -$5.15M -26,288 -27%
WHGC
89
Wealth High Governance Capital
Brazil
$14.8M +$4.39M +22,400 +45%
Russell Investments Group
90
Russell Investments Group
United Kingdom
$14.7M -$10.7M -54,695 -43%
Nordea Investment Management
91
Nordea Investment Management
Sweden
$14.6M -$630K -3,214 -4%
WT
92
Whittier Trust
California
$14.3M +$244K +1,243 +2%
Retirement Systems of Alabama
93
Retirement Systems of Alabama
Alabama
$13.5M -$1.57K -8 -0%
ACA
94
Aptus Capital Advisors
Alabama
$13.5M +$1.7M +8,694 +15%
N
95
Natixis
France
$12.9M +$12.3M +62,660 New
PCM
96
Prana Capital Management
Connecticut
$12.6M +$10.3M +52,720 +597%
Voloridge Investment Management
97
Voloridge Investment Management
Florida
$11.9M -$2.15M -10,974 -16%
MOACM
98
Mutual of America Capital Management
New York
$11.8M -$168K -859 -1%
FPTW
99
Franklin, Parlapiano, Turner & Welch
Texas
$11.1M -$299K -1,526 -3%
Ohio Public Employees Retirement System (OPERS)
100
Ohio Public Employees Retirement System (OPERS)
Ohio
$11M +$214K +1,092 +2%

HLI Hedge Fund Activity: Q3 2025 in Review

551 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Houlihan Lokey (HLI) for Q3 2025, worth a combined $10.9B — up 9.6% from $9.93B a quarter earlier.

Buyers outnumbered sellers: 74 funds opened new HLI positions and 63 closed out — a net gain of 11 holders — while 188 added to existing stakes and 204 trimmed.

The largest buyer was Mayflower Financial Advisors, opening a new position worth an estimated $220M. The largest seller was Ameriprise, cutting an estimated $75.5M.

  • 551 institutional investors held Houlihan Lokey (HLI) as of Q3 2025, up from 547 in Q2 2025.
  • Funds reported $10.9B of Houlihan Lokey stock for Q3 2025, up 9.6% quarter-over-quarter.
  • 74 funds opened new Houlihan Lokey positions in Q3 2025 and 63 closed out, a net change of +11 holders.
  • The largest Houlihan Lokey buyer in Q3 2025 was Mayflower Financial Advisors, an estimated $220M added.
  • The largest Houlihan Lokey seller in Q3 2025 was Ameriprise, an estimated $75.5M sold.

Based on aggregated 13F filings for Q3 2025.