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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 %
ECM
126
ExodusPoint Capital Management
New York
$6.26M +$6.26M +34,770 New
GWM
127
Geneos Wealth Management
Colorado
$6.02M -$3.98M -22,101 -40%
Caisse de Depot et Placement du Quebec (CDPQ)
128
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$6.01M +$6.01M +33,380 New
Baird Financial Group
129
Baird Financial Group
Wisconsin
$5.81M -$3.46M -19,206 -37%
SG Americas Securities
130
SG Americas Securities
New York
$5.75M +$5.51M +30,630 +2,319%
VI
131
Vestcor Inc
New Brunswick, Canada
$5.67M -$182K -1,014 -3%
OAM
132
Oppenheimer Asset Management
New York
$5.61M -$992K -5,514 -15%
BAM
133
Bell Asset Management
Australia
$5.52M -$2.35M -13,085 -30%
BGDI
134
BW Gestao de Investimentos
Brazil
$5.47M +$5.47M +30,400 New
Victory Capital Management
135
Victory Capital Management
Texas
$5.44M -$5.29M -29,397 -49%
MIM
136
MetLife Investment Management
New Jersey
$5.38M -$51.8K -288 -1%
ACM
137
Aquatic Capital Management
Illinois
$5.34M +$4.03M +22,376 +306%
WLPWM
138
Walled Lake Planning & Wealth Management
Illinois
$5.29M -$8.28K -46 -0.2%
NA
139
NewEdge Advisors
Louisiana
$5.28M +$87.6K +487 +2%
Wealth Enhancement Advisory Services
140
Wealth Enhancement Advisory Services
Minnesota
$5.13M -$265K -1,429 -5%
PC
141
Pier Capital
Connecticut
$5.01M -$5.89M -32,749 -54%
AB
142
Amalgamated Bank
New York
$4.73M -$23.4K -130 -0.5%
DWA
143
Dorsey Wright & Associates
California
$4.62M +$221K +1,227 +5%
Treasurer of the State of North Carolina
144
Treasurer of the State of North Carolina
North Carolina
$4.55M +$179K +993 +4%
HA
145
Harbor Advisors
Florida
$4.5M – – –
DFCM
146
Dark Forest Capital Management
Puerto Rico
$4.33M +$1.38M +7,659 +47%
HCA
147
Harbor Capital Advisors
Illinois
$4.31M +$637K +3,542 +17%
WC
148
Weil Company
California
$4.23M -$297K -1,649 -7%
RBA
149
Richard Bernstein Advisors
New York
$4.19M -$378K -2,098 -8%
EF
150
Empowered Funds
Pennsylvania
$4.18M +$851K +4,728 +26%
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