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Houlihan Lokey

548 hedge funds and large institutions have $9.93B invested in Houlihan Lokey in 2025 Q2 according to their latest regulatory filings, with 81 funds opening new positions, 191 increasing their positions, 208 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more call options, than puts

Call options by funds: $3.85M | Put options by funds: $2.48M

53% more first-time investments, than exits

New positions opened: 81 | Existing positions closed: 53

15% more capital invested

Capital invested by funds: $8.6B → $9.93B (+$1.32B)

5% more funds holding

Funds holding: 524548 (+24)

3.92% more ownership

Funds ownership: 98.6%102.52% (+3.9%)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

8% less repeat investments, than reductions

Existing positions increased: 191 | Existing positions reduced: 208

Holders
548
Holders Change
+24
Holders Change %
+4.58%
% of All Funds
7.21%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
81
Increased
191
Reduced
208
Closed
53
Calls
$3.85M
Puts
$2.48M
Net Calls
+$1.37M
Net Calls Change
-$908K
Name Holding Trade Value Shares
Change
Change in
Stake
Tudor Investment Corp
101
Tudor Investment Corp
Connecticut
$10.3M +$9.6M +57,122 New
ACA
102
Aptus Capital Advisors
Alabama
$10.2M +$841K +5,008 +10%
FPTW
103
Franklin, Parlapiano, Turner & Welch
Texas
$10M -$158K -941 -2%
Ohio Public Employees Retirement System (OPERS)
104
Ohio Public Employees Retirement System (OPERS)
Ohio
$9.47M +$967K +5,757 +12%
Deutsche Bank
105
Deutsche Bank
Germany
$9.03M +$6.81M +40,557 +422%
SO
106
STRS Ohio
Ohio
$9M -$1.53M -9,132 -15%
CWM
107
Congress Wealth Management
Massachusetts
$8.99M -$2.32M -13,809 -22%
California State Teachers Retirement System (CalSTRS)
108
California State Teachers Retirement System (CalSTRS)
California
$8.98M +$16.6K +99 +0.2%
WHGC
109
Wealth High Governance Capital
Brazil
$8.93M +$8.33M +49,600 New
Prudential Financial
110
Prudential Financial
New Jersey
$8.79M -$5.32M -31,638 -39%
MF
111
Magnetar Financial
Illinois
$8.24M +$4.62M +27,492 +150%
HFS
112
Hantz Financial Services
Michigan
$8.23M -$979K -5,830 -11%
Comerica Bank
113
Comerica Bank
Texas
$8.13M +$136K +808 +2%
VanEck Associates
114
VanEck Associates
New York
$8.04M -$1.21M -7,222 -14%
Man Group
115
Man Group
United Kingdom
$7.84M -$5.04K -30 -0.1%
Canada Life
116
Canada Life
Manitoba, Canada
$7.54M -$205K -1,220 -3%
HSBC Holdings
117
HSBC Holdings
United Kingdom
$7.52M -$897K -5,338 -11%
Manulife (Manufacturers Life Insurance)
118
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$7.39M -$410K -2,441 -6%
T. Rowe Price Associates
119
T. Rowe Price Associates
Maryland
$6.84M +$341K +2,032 +6%
Ensign Peak Advisors
120
Ensign Peak Advisors
Utah
$6.81M +$585K +3,482 +10%
WTC
121
WhitTier Trust Company
Nevada
$6.76M +$197K +1,175 +3%
Bank Julius Baer & Co
122
Bank Julius Baer & Co
Switzerland
$6.42M -$1.23M -7,309 -17%
RCW
123
Rheos Capital Works
Japan
$6.37M -$4.2M -25,000 -41%
Capital Fund Management (CFM)
124
Capital Fund Management (CFM)
France
$6.31M +$1.72M +10,241 +41%
FNBT
125
FineMark National Bank & Trust
Florida
$6.31M +$35.6K +212 +0.6%

HLI Hedge Fund Activity: Q2 2025 in Review

548 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Houlihan Lokey (HLI) for Q2 2025, worth a combined $9.93B — up 15% from $8.6B a quarter earlier.

Buyers outnumbered sellers: 81 funds opened new HLI positions and 53 closed out — a net gain of 28 holders — while 191 added to existing stakes and 208 trimmed.

The largest buyer was Champlain Investment Partners, adding an estimated $60.7M. The largest seller was EARNEST Partners, cutting an estimated $29.6M.

  • 548 institutional investors held Houlihan Lokey (HLI) as of Q2 2025, up from 524 in Q1 2025.
  • Funds reported $9.93B of Houlihan Lokey stock for Q2 2025, up 15% quarter-over-quarter.
  • 81 funds opened new Houlihan Lokey positions in Q2 2025 and 53 closed out, a net change of +28 holders.
  • The largest Houlihan Lokey buyer in Q2 2025 was Champlain Investment Partners, an estimated $60.7M added.
  • The largest Houlihan Lokey seller in Q2 2025 was EARNEST Partners, an estimated $29.6M sold.

Based on aggregated 13F filings for Q2 2025.