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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 %
US Bancorp
151
US Bancorp
Minnesota
$4.18M -$561K -3,119 -12%
New York State Teachers Retirement System (NYSTRS)
152
New York State Teachers Retirement System (NYSTRS)
New York
$4.16M +$932K +5,178 +29%
American Century Companies
153
American Century Companies
Missouri
$4.05M -$127K -708 -3%
TI
154
Tidal Investments
Wisconsin
$3.96M -$7.56K -42 -0.2%
Bank of Montreal
155
Bank of Montreal
Ontario, Canada
$3.94M +$347K +1,930 +10%
SSA
156
Schonfeld Strategic Advisors
New York
$3.92M +$3.26M +18,100 +495%
TPM
157
Triasima Portfolio Management
Quebec, Canada
$3.87M -$208K -1,156 -5%
CIC
158
Chase Investment Counsel
Virginia
$3.81M +$38.1K +212 +1%
Cerity Partners
159
Cerity Partners
New York
$3.73M +$3.23M +17,928 +641%
Pathstone Holdings
160
Pathstone Holdings
New Jersey
$3.72M -$253K -1,405 -6%
HCM
161
Hilton Capital Management
New York
$3.7M -$71.3K -396 -2%
PFSRSONJ
162
Police & Firemen's Retirement System of New Jersey
New Jersey
$3.66M +$216K +1,201 +6%
PP
163
PDT Partners
New York
$3.66M +$1.85M +10,253 +102%
State of Tennessee, Department of Treasury
164
State of Tennessee, Department of Treasury
Tennessee
$3.64M – – –
Teacher Retirement System of Texas
165
Teacher Retirement System of Texas
Texas
$3.63M -$51.1K -284 -1%
CCIA
166
Campbell & Co Investment Adviser
Maryland
$3.63M +$3.63M +20,149 New
MML Investors Services
167
MML Investors Services
Massachusetts
$3.62M +$202K +1,124 +6%
AI
168
Atria Investments
North Carolina
$3.56M +$424K +2,354 +14%
HI
169
Horizon Investments
North Carolina
$3.53M +$3.53M +19,619 +178,355%
State Board of Administration of Florida Retirement System
170
State Board of Administration of Florida Retirement System
Florida
$3.44M -$57.6K -320 -2%
Fifth Third Bancorp
171
Fifth Third Bancorp
Ohio
$3.4M -$84K -467 -2%
YCM
172
Yousif Capital Management
Michigan
$3.4M -$75.2K -418 -2%
Daiwa Securities Group
173
Daiwa Securities Group
Japan
$3.4M +$250K +1,392 +8%
Cetera Investment Advisers
174
Cetera Investment Advisers
Illinois
$3.34M -$697K -3,876 -17%
RFC
175
Regions Financial Corp
Alabama
$3.22M +$726K +4,034 +29%
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