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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 %
ETC
151
Exchange Traded Concepts
Oklahoma
$3.29M +$1.01M +6,255 +44%
State of Tennessee, Department of Treasury
152
State of Tennessee, Department of Treasury
Tennessee
$3.26M – – –
Bank of Montreal
153
Bank of Montreal
Ontario, Canada
$3.22M -$947K -5,864 -23%
Two Sigma Investments
154
Two Sigma Investments
New York
$3.16M +$2.63M +16,305 +502%
DC
155
Davenport & Co
Virginia
$3.15M -$23.4K -145 -0.7%
State Board of Administration of Florida Retirement System
156
State Board of Administration of Florida Retirement System
Florida
$3.14M – – –
Fifth Third Bancorp
157
Fifth Third Bancorp
Ohio
$3.13M -$2.12M -13,136 -40%
YCM
158
Yousif Capital Management
Michigan
$3.12M -$40.7K -252 -1%
PFSRSONJ
159
Police & Firemen's Retirement System of New Jersey
New Jersey
$3.09M +$25.5K +158 +0.8%
MML Investors Services
160
MML Investors Services
Massachusetts
$3.06M -$362K -2,244 -11%
EF
161
Empowered Funds
Pennsylvania
$2.99M -$85.9K -532 -3%
MF
162
Magnetar Financial
Illinois
$2.95M +$208K +1,285 +8%
PI
163
PineBridge Investments
New York
$2.91M +$2.39M +14,769 +452%
EP
164
Edgestream Partners
New Jersey
$2.9M -$2.61M -16,155 -47%
WCF
165
West Coast Financial
California
$2.9M -$385K -2,382 -12%
New York State Teachers Retirement System (NYSTRS)
166
New York State Teachers Retirement System (NYSTRS)
New York
$2.9M +$32.3K +200 +1%
Daiwa Securities Group
167
Daiwa Securities Group
Japan
$2.82M +$12.9K +80 +0.5%
AI
168
Atria Investments
North Carolina
$2.82M -$406K -2,514 -13%
AIP
169
Ameritas Investment Partners
Nebraska
$2.81M -$16.6K -103 -0.6%
MCM
170
Monument Capital Management
Virginia
$2.81M +$82.8K +513 +3%
PNC Financial Services Group
171
PNC Financial Services Group
Pennsylvania
$2.74M +$655K +4,056 +31%
TRSOTSOK
172
Teachers Retirement System of the State of Kentucky
Kentucky
$2.68M – – –
DFCM
173
Dark Forest Capital Management
Puerto Rico
$2.65M +$2.34M +14,511 +774%
Citigroup
174
Citigroup
New York
$2.49M +$341K +2,111 +16%
ASRS
175
Arizona State Retirement System
Arizona
$2.49M -$10.3K -64 -0.4%
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7
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