HLI icon

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 %
ACA
101
Aptus Capital Advisors
Alabama
$10.2M 56,909 +5,008 +10%
FPTW
102
Franklin, Parlapiano, Turner & Welch
Texas
$10M 55,633 -941 -2%
Ohio Public Employees Retirement System (OPERS)
103
Ohio Public Employees Retirement System (OPERS)
Ohio
$9.47M 52,622 +5,757 +12%
Deutsche Bank
104
Deutsche Bank
Germany
$9.03M 50,163 +40,557 +422%
SO
105
STRS Ohio
Ohio
$9M 49,993 -9,132 -15%
CWM
106
Congress Wealth Management
Massachusetts
$8.99M 49,941 -13,809 -22%
California State Teachers Retirement System (CalSTRS)
107
California State Teachers Retirement System (CalSTRS)
California
$8.98M 49,929 +99 +0.2%
WHGC
108
Wealth High Governance Capital
Brazil
$8.93M 49,600 +49,600 New
Prudential Financial
109
Prudential Financial
New Jersey
$8.79M 48,843 -31,638 -39%
MF
110
Magnetar Financial
Illinois
$8.24M 45,784 +27,492 +150%
HFS
111
Hantz Financial Services
Michigan
$8.23M 45,725 -5,830 -11%
Comerica Bank
112
Comerica Bank
Texas
$8.13M 45,205 +808 +2%
VanEck Associates
113
VanEck Associates
New York
$8.04M 44,679 -7,222 -14%
Man Group
114
Man Group
United Kingdom
$7.84M 43,559 -30 -0.1%
Canada Life
115
Canada Life
Manitoba, Canada
$7.55M 41,902 -1,220 -3%
HSBC Holdings
116
HSBC Holdings
United Kingdom
$7.52M 41,334 -5,338 -11%
Manulife (Manufacturers Life Insurance)
117
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$7.39M 41,074 -2,441 -6%
T. Rowe Price Associates
118
T. Rowe Price Associates
Maryland
$6.84M 38,006 +2,032 +6%
Ensign Peak Advisors
119
Ensign Peak Advisors
Utah
$6.81M 37,866 +3,482 +10%
WTC
120
WhitTier Trust Company
Nevada
$6.76M 37,573 +1,175 +3%
Bank Julius Baer & Co
121
Bank Julius Baer & Co
Switzerland
$6.42M 35,665 -6,831 -16%
RCW
122
Rheos Capital Works
Japan
$6.37M 35,400 -25,000 -41%
Capital Fund Management (CFM)
123
Capital Fund Management (CFM)
France
$6.31M 35,064 +10,241 +41%
FNBT
124
FineMark National Bank & Trust
Florida
$6.31M 35,063 +212 +0.6%
ECM
125
ExodusPoint Capital Management
New York
$6.26M 34,770 +34,770 New
3 4
5
6 7