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Houlihan Lokey

548 hedge funds and large institutions have $9.93B invested in Houlihan Lokey in 2025 Q2 according to their latest regulatory filings, with 81 funds opening new positions, 191 increasing their positions, 208 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more call options, than puts

Call options by funds: $3.85M | Put options by funds: $2.48M

53% more first-time investments, than exits

New positions opened: 81 | Existing positions closed: 53

15% more capital invested

Capital invested by funds: $8.6B → $9.93B (+$1.32B)

5% more funds holding

Funds holding: 524548 (+24)

3.92% more ownership

Funds ownership: 98.6%102.52% (+3.9%)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

8% less repeat investments, than reductions

Existing positions increased: 191 | Existing positions reduced: 208

Holders
548
Holders Change
+24
Holders Change %
+4.58%
% of All Funds
7.21%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
81
Increased
191
Reduced
208
Closed
53
Calls
$3.85M
Puts
$2.48M
Net Calls
+$1.37M
Net Calls Change
-$908K
Name Holding Trade Value Shares
Change
Change in
Stake
US Bancorp
151
US Bancorp
Minnesota
$4.18M -$524K -3,119 -12%
New York State Teachers Retirement System (NYSTRS)
152
New York State Teachers Retirement System (NYSTRS)
New York
$4.16M +$870K +5,178 +29%
American Century Companies
153
American Century Companies
Missouri
$4.05M -$119K -708 -3%
TI
154
Tidal Investments
Wisconsin
$3.96M -$7.06K -42 -0.2%
Bank of Montreal
155
Bank of Montreal
Ontario, Canada
$3.94M +$324K +1,930 +10%
SSA
156
Schonfeld Strategic Advisors
New York
$3.92M +$3.04M +18,100 +495%
TPM
157
Triasima Portfolio Management
Quebec, Canada
$3.87M -$194K -1,156 -5%
CIC
158
Chase Investment Counsel
Virginia
$3.81M +$35.6K +212 +1%
Cerity Partners
159
Cerity Partners
New York
$3.73M +$3.01M +17,928 +641%
Pathstone Holdings
160
Pathstone Holdings
New Jersey
$3.72M -$236K -1,405 -6%
HCM
161
Hilton Capital Management
New York
$3.7M -$66.5K -396 -2%
PFSRSONJ
162
Police & Firemen's Retirement System of New Jersey
New Jersey
$3.66M +$202K +1,201 +6%
PP
163
PDT Partners
New York
$3.66M +$1.72M +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 -$47.7K -284 -1%
CCIA
166
Campbell & Co Investment Adviser
Maryland
$3.63M +$3.39M +20,149 New
MML Investors Services
167
MML Investors Services
Massachusetts
$3.62M +$189K +1,124 +6%
AI
168
Atria Investments
North Carolina
$3.56M +$395K +2,354 +14%
HI
169
Horizon Investments
North Carolina
$3.53M +$3.3M +19,619 +178,355%
State Board of Administration of Florida Retirement System
170
State Board of Administration of Florida Retirement System
Florida
$3.44M -$53.8K -320 -2%
Fifth Third Bancorp
171
Fifth Third Bancorp
Ohio
$3.4M -$78.5K -467 -2%
YCM
172
Yousif Capital Management
Michigan
$3.4M -$70.2K -418 -2%
Daiwa Securities Group
173
Daiwa Securities Group
Japan
$3.4M +$234K +1,392 +8%
Cetera Investment Advisers
174
Cetera Investment Advisers
Illinois
$3.34M -$651K -3,876 -17%
SA
175
Sanctuary Advisors
Indiana
$3.25M -$840 -5 -0%

HLI Hedge Fund Activity: Q2 2025 in Review

548 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Houlihan Lokey (HLI) for Q2 2025, worth a combined $9.93B — up 15% from $8.6B a quarter earlier.

Buyers outnumbered sellers: 81 funds opened new HLI positions and 53 closed out — a net gain of 28 holders — while 191 added to existing stakes and 208 trimmed.

The largest buyer was Champlain Investment Partners, adding an estimated $60.7M. The largest seller was EARNEST Partners, cutting an estimated $29.6M.

  • 548 institutional investors held Houlihan Lokey (HLI) as of Q2 2025, up from 524 in Q1 2025.
  • Funds reported $9.93B of Houlihan Lokey stock for Q2 2025, up 15% quarter-over-quarter.
  • 81 funds opened new Houlihan Lokey positions in Q2 2025 and 53 closed out, a net change of +28 holders.
  • The largest Houlihan Lokey buyer in Q2 2025 was Champlain Investment Partners, an estimated $60.7M added.
  • The largest Houlihan Lokey seller in Q2 2025 was EARNEST Partners, an estimated $29.6M sold.

Based on aggregated 13F filings for Q2 2025.