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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 %
Baird Financial Group
101
Baird Financial Group
Wisconsin
$8.31M 51,469 +48,326 +1,538%
FAM
102
Fenimore Asset Management
New York
$8.09M 50,074 – –
California State Teachers Retirement System (CalSTRS)
103
California State Teachers Retirement System (CalSTRS)
California
$8.05M 49,830 -2,826 -5%
Royal Bank of Canada
104
Royal Bank of Canada
Ontario, Canada
$8.01M 49,584 +6,253 +14%
TI
105
Trexquant Investment
Connecticut
$7.91M 48,976 +48,976 New
Ohio Public Employees Retirement System (OPERS)
106
Ohio Public Employees Retirement System (OPERS)
Ohio
$7.57M 46,865 +12,020 +34%
HSBC Holdings
107
HSBC Holdings
United Kingdom
$7.42M 46,672 +16,951 +57%
Comerica Bank
108
Comerica Bank
Texas
$7.17M 44,397 +18,509 +71%
BAM
109
Bell Asset Management
Australia
$7.07M 43,753 +12,255 +39%
Man Group
110
Man Group
United Kingdom
$7.04M 43,589 -1,885 -4%
Manulife (Manufacturers Life Insurance)
111
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$7.03M 43,515 -15 -0%
Canada Life
112
Canada Life
Manitoba, Canada
$6.97M 43,122 -2,263 -5%
TC
113
TownSquare Capital
Utah
$6.86M 42,488 +13,374 +46%
Bank Julius Baer & Co
114
Bank Julius Baer & Co
Switzerland
$6.81M 42,496 -58,019 -58%
OAM
115
Oppenheimer Asset Management
New York
$5.93M 36,688 +8,198 +29%
WTC
116
WhitTier Trust Company
Nevada
$5.88M 36,398 +1,655 +5%
T. Rowe Price Associates
117
T. Rowe Price Associates
Maryland
$5.81M 35,974 +2,166 +6%
FNBT
118
FineMark National Bank & Trust
Florida
$5.63M 34,851 -77 -0.2%
Ensign Peak Advisors
119
Ensign Peak Advisors
Utah
$5.55M 34,384 +2,502 +8%
PCM
120
Prana Capital Management
Connecticut
$5.54M 34,331 +15,354 +81%
VI
121
Vestcor Inc
New Brunswick, Canada
$5.25M 32,530 -960 -3%
Polen Capital Management
122
Polen Capital Management
Florida
$5.22M 32,295 -3,704 -10%
MIM
123
MetLife Investment Management
New Jersey
$4.88M 30,196 -203 -0.7%
WLPWM
124
Walled Lake Planning & Wealth Management
Illinois
$4.76M 29,467 -153 -0.5%
Wealth Enhancement Advisory Services
125
Wealth Enhancement Advisory Services
Minnesota
$4.7M 29,103 +1,618 +6%
3 4
5
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