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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.

New
Increased
Maintained
Reduced
Closed
Holders
520
Holders Change
+17
Holders Change %
+3.38%
% of All Funds
7.06%
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
Congress Asset Management
Massachusetts
+$81.4M
2
Capital Research Global Investors
Capital Research Global Investors
California
+$81.4M
3
Westfield Capital Management
Westfield Capital Management
Massachusetts
+$46.2M
4
Handelsbanken Fonder
Handelsbanken Fonder
Sweden
+$42.3M
5
BlackRock
BlackRock
New York
+$40.9M

Top Sellers

1
FMI
Fiduciary Management Inc
Wisconsin
-$73.4M
2
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
-$57.2M
3
EARNEST Partners
EARNEST Partners
Georgia
-$51.5M
4
Prudential Financial
Prudential Financial
New Jersey
-$43.1M
5
Neuberger Berman Group
Neuberger Berman Group
New York
-$38.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
NA
126
NewEdge Advisors
Louisiana
$4.66M +$411K +2,544 +10%
AQR Capital Management
127
AQR Capital Management
Connecticut
$4.6M +$1.53M +9,891 +50%
AB
128
Amalgamated Bank
New York
$4.26M -$123K -759 -3%
US Bancorp
129
US Bancorp
Minnesota
$4.25M -$1.09M -6,730 -20%
JF
130
Jump Financial
Illinois
$4.23M +$3.24M +20,075 +328%
RBA
131
Richard Bernstein Advisors
New York
$4.1M -$157K -975 -4%
WC
132
Weil Company
California
$4.06M +$67.8K +420 +2%
HA
133
Harbor Advisors
Florida
$4.04M – – –
Capital Fund Management (CFM)
134
Capital Fund Management (CFM)
France
$4.01M +$1.22M +7,539 +44%
Janus Henderson Group
135
Janus Henderson Group
United Kingdom
$3.96M +$59.2K +375 +2%
DWA
136
Dorsey Wright & Associates
California
$3.95M +$330K +2,044 +9%
Treasurer of the State of North Carolina
137
Treasurer of the State of North Carolina
North Carolina
$3.92M +$197K +1,220 +5%
TPSF
138
Texas Permanent School Fund
Texas
$3.9M +$3.9M +24,084 New
American Century Companies
139
American Century Companies
Missouri
$3.75M -$141K -872 -4%
TPM
140
Triasima Portfolio Management
Quebec, Canada
$3.66M – – –
IP
141
Interval Partners
New York
$3.65M +$3.65M +22,615 New
Cetera Investment Advisers
142
Cetera Investment Advisers
Illinois
$3.62M +$276K +1,711 +8%
Pathstone Holdings
143
Pathstone Holdings
New Jersey
$3.56M +$165K +1,019 +5%
TI
144
Tidal Investments
Wisconsin
$3.56M +$135K +833 +4%
Verition Fund Management
145
Verition Fund Management
Connecticut
$3.39M +$1.81M +11,188 +114%
HCM
146
Hilton Capital Management
New York
$3.38M +$381K +2,357 +13%
CIC
147
Chase Investment Counsel
Virginia
$3.38M -$2.92M -18,097 -46%
QT
148
Quantbot Technologies
New York
$3.33M +$3.33M +20,646 New
Teacher Retirement System of Texas
149
Teacher Retirement System of Texas
Texas
$3.3M -$5.99M -37,070 -64%
HCA
150
Harbor Capital Advisors
Illinois
$3.3M +$3.3M +20,413 New
4 5
6
7 8