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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 %
GWM
126
Geneos Wealth Management
Colorado
$6.02M 33,430 -22,101 -40%
Caisse de Depot et Placement du Quebec (CDPQ)
127
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$6.01M 33,380 +33,380 New
Baird Financial Group
128
Baird Financial Group
Wisconsin
$5.81M 32,263 -19,206 -37%
SG Americas Securities
129
SG Americas Securities
New York
$5.75M 31,951 +30,630 +2,319%
VI
130
Vestcor Inc
New Brunswick, Canada
$5.67M 31,516 -1,014 -3%
OAM
131
Oppenheimer Asset Management
New York
$5.61M 31,174 -5,514 -15%
BAM
132
Bell Asset Management
Australia
$5.52M 30,668 -13,085 -30%
BGDI
133
BW Gestao de Investimentos
Brazil
$5.47M 30,400 +30,400 New
Victory Capital Management
134
Victory Capital Management
Texas
$5.44M 30,216 -29,397 -49%
MIM
135
MetLife Investment Management
New Jersey
$5.38M 29,908 -288 -1%
ACM
136
Aquatic Capital Management
Illinois
$5.34M 29,677 +22,376 +306%
WLPWM
137
Walled Lake Planning & Wealth Management
Illinois
$5.29M 29,421 -46 -0.2%
NA
138
NewEdge Advisors
Louisiana
$5.28M 29,343 +487 +2%
Wealth Enhancement Advisory Services
139
Wealth Enhancement Advisory Services
Minnesota
$5.13M 27,674 -1,429 -5%
PC
140
Pier Capital
Connecticut
$5.01M 27,814 -32,749 -54%
AB
141
Amalgamated Bank
New York
$4.73M 26,268 -130 -0.5%
DWA
142
Dorsey Wright & Associates
California
$4.62M 25,669 +1,227 +5%
Treasurer of the State of North Carolina
143
Treasurer of the State of North Carolina
North Carolina
$4.55M 25,266 +993 +4%
HA
144
Harbor Advisors
Florida
$4.5M 25,000 – –
DFCM
145
Dark Forest Capital Management
Puerto Rico
$4.33M 24,045 +7,659 +47%
HCA
146
Harbor Capital Advisors
Illinois
$4.31M 23,955 +3,542 +17%
WC
147
Weil Company
California
$4.23M 23,479 -1,649 -7%
RBA
148
Richard Bernstein Advisors
New York
$4.19M 23,295 -2,098 -8%
EF
149
Empowered Funds
Pennsylvania
$4.18M 23,246 +4,728 +26%
US Bancorp
150
US Bancorp
Minnesota
$4.18M 23,202 -3,119 -12%
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6
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