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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 %
Tudor Investment Corp
101
Tudor Investment Corp
Connecticut
$10.3M +$10.3M +57,122 New
ACA
102
Aptus Capital Advisors
Alabama
$10.2M +$901K +5,008 +10%
FPTW
103
Franklin, Parlapiano, Turner & Welch
Texas
$10M -$169K -941 -2%
Ohio Public Employees Retirement System (OPERS)
104
Ohio Public Employees Retirement System (OPERS)
Ohio
$9.47M +$1.04M +5,757 +12%
Deutsche Bank
105
Deutsche Bank
Germany
$9.03M +$7.3M +40,557 +422%
SO
106
STRS Ohio
Ohio
$9M -$1.64M -9,132 -15%
CWM
107
Congress Wealth Management
Massachusetts
$8.99M -$2.49M -13,809 -22%
California State Teachers Retirement System (CalSTRS)
108
California State Teachers Retirement System (CalSTRS)
California
$8.98M +$17.8K +99 +0.2%
WHGC
109
Wealth High Governance Capital
Brazil
$8.93M +$8.93M +49,600 New
Prudential Financial
110
Prudential Financial
New Jersey
$8.79M -$5.69M -31,638 -39%
MF
111
Magnetar Financial
Illinois
$8.24M +$4.95M +27,492 +150%
HFS
112
Hantz Financial Services
Michigan
$8.23M -$1.05M -5,830 -11%
Comerica Bank
113
Comerica Bank
Texas
$8.13M +$145K +808 +2%
VanEck Associates
114
VanEck Associates
New York
$8.04M -$1.3M -7,222 -14%
Man Group
115
Man Group
United Kingdom
$7.84M -$5.4K -30 -0.1%
Canada Life
116
Canada Life
Manitoba, Canada
$7.55M -$220K -1,220 -3%
HSBC Holdings
117
HSBC Holdings
United Kingdom
$7.52M -$972K -5,338 -11%
Manulife (Manufacturers Life Insurance)
118
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$7.39M -$439K -2,441 -6%
T. Rowe Price Associates
119
T. Rowe Price Associates
Maryland
$6.84M +$366K +2,032 +6%
Ensign Peak Advisors
120
Ensign Peak Advisors
Utah
$6.81M +$627K +3,482 +10%
WTC
121
WhitTier Trust Company
Nevada
$6.76M +$211K +1,175 +3%
Bank Julius Baer & Co
122
Bank Julius Baer & Co
Switzerland
$6.42M -$1.23M -6,831 -16%
RCW
123
Rheos Capital Works
Japan
$6.37M -$4.5M -25,000 -41%
Capital Fund Management (CFM)
124
Capital Fund Management (CFM)
France
$6.31M +$1.84M +10,241 +41%
FNBT
125
FineMark National Bank & Trust
Florida
$6.31M +$38.1K +212 +0.6%
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5
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