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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 %
New York State Teachers Retirement System (NYSTRS)
151
New York State Teachers Retirement System (NYSTRS)
New York
$4.16M 23,104 +5,178 +29%
American Century Companies
152
American Century Companies
Missouri
$4.05M 22,490 -708 -3%
TI
153
Tidal Investments
Wisconsin
$3.96M 22,006 -42 -0.2%
Bank of Montreal
154
Bank of Montreal
Ontario, Canada
$3.94M 21,874 +1,930 +10%
SSA
155
Schonfeld Strategic Advisors
New York
$3.92M 21,757 +18,100 +495%
TPM
156
Triasima Portfolio Management
Quebec, Canada
$3.87M 21,500 -1,156 -5%
CIC
157
Chase Investment Counsel
Virginia
$3.81M 21,145 +212 +1%
Cerity Partners
158
Cerity Partners
New York
$3.73M 20,726 +17,928 +641%
Pathstone Holdings
159
Pathstone Holdings
New Jersey
$3.72M 20,669 -1,405 -6%
HCM
160
Hilton Capital Management
New York
$3.7M 20,549 -396 -2%
PFSRSONJ
161
Police & Firemen's Retirement System of New Jersey
New Jersey
$3.66M 20,351 +1,201 +6%
PP
162
PDT Partners
New York
$3.66M 20,341 +10,253 +102%
State of Tennessee, Department of Treasury
163
State of Tennessee, Department of Treasury
Tennessee
$3.64M 20,205 – –
Teacher Retirement System of Texas
164
Teacher Retirement System of Texas
Texas
$3.63M 20,174 -284 -1%
CCIA
165
Campbell & Co Investment Adviser
Maryland
$3.63M 20,149 +20,149 New
MML Investors Services
166
MML Investors Services
Massachusetts
$3.62M 20,097 +1,124 +6%
AI
167
Atria Investments
North Carolina
$3.56M 19,789 +2,354 +14%
HI
168
Horizon Investments
North Carolina
$3.53M 19,630 +19,619 +178,355%
State Board of Administration of Florida Retirement System
169
State Board of Administration of Florida Retirement System
Florida
$3.44M 19,100 -320 -2%
Fifth Third Bancorp
170
Fifth Third Bancorp
Ohio
$3.4M 18,904 -467 -2%
YCM
171
Yousif Capital Management
Michigan
$3.4M 18,870 -418 -2%
Daiwa Securities Group
172
Daiwa Securities Group
Japan
$3.4M 18,867 +1,392 +8%
Cetera Investment Advisers
173
Cetera Investment Advisers
Illinois
$3.34M 18,562 -3,876 -17%
RFC
174
Regions Financial Corp
Alabama
$3.22M 17,884 +4,034 +29%
AIP
175
Ameritas Investment Partners
Nebraska
$3.1M 17,244 -186 -1%
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