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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 %
LSERS
176
Louisiana State Employees Retirement System
Louisiana
$2.44M +$32.3K +200 +1%
IMRF
177
Illinois Municipal Retirement Fund
Illinois
$2.4M – – –
Canada Pension Plan Investment Board
178
Canada Pension Plan Investment Board
Ontario, Canada
$2.37M +$2.37M +14,700 New
Zurich Cantonal Bank
179
Zurich Cantonal Bank
Switzerland
$2.35M +$109K +675 +5%
P
180
&Partners
Tennessee
$2.34M +$606K +3,815 +35%
AG
181
Algert Global
California
$2.32M – – –
Corient Private Wealth
182
Corient Private Wealth
Florida
$2.28M -$633K -3,920 -22%
RFC
183
Regions Financial Corp
Alabama
$2.24M -$1.02M -6,310 -31%
State of New Jersey Common Pension Fund D
184
State of New Jersey Common Pension Fund D
New Jersey
$2.23M -$546K -3,381 -20%
FDCDDQ
185
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.22M +$1.5M +9,297 +210%
OAC
186
OMERS Administration Corp
Ontario, Canada
$2.13M +$1.32M +8,200 +164%
Squarepoint
187
Squarepoint
New York
$2.12M +$1.74M +10,782 +459%
Mariner
188
Mariner
Kansas
$2.11M +$132K +817 +7%
COPPSERS
189
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$2.09M +$174K +1,079 +9%
SOMRS
190
State of Michigan Retirement System
Michigan
$2.08M +$32.3K +200 +2%
XT
191
XTX Topco
Cayman Islands
$2.04M +$2.04M +12,608 New
KK
192
KLP Kapitalforvaltning
Norway
$1.97M -$64.6K -400 -3%
NMIMC
193
Northwestern Mutual Investment Management Company
Wisconsin
$1.94M +$16.6K +103 +0.9%
GPGA
194
Grandeur Peak Global Advisors
Utah
$1.94M +$104K +647 +6%
OSAM
195
O'Shaughnessy Asset Management
Connecticut
$1.91M +$84K +520 +5%
ET
196
Entropy Technologies
New York
$1.88M +$664K +4,109 +55%
CS
197
Cannell & Spears
New York
$1.87M +$485 +3 +0%
CIC
198
Crawford Investment Counsel
Georgia
$1.87M +$267K +1,653 +17%
IWC
199
Integrated Wealth Concepts
Massachusetts
$1.85M +$65.4K +405 +4%
Fidelity International
200
Fidelity International
Bermuda
$1.81M -$19M -117,929 -91%
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