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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 %
AIP
176
Ameritas Investment Partners
Nebraska
$3.1M -$33.5K -186 -1%
TRSOTSOK
177
Teachers Retirement System of the State of Kentucky
Kentucky
$2.99M – – –
MCM
178
Monument Capital Management
Virginia
$2.97M -$153K -850 -5%
ASRS
179
Arizona State Retirement System
Arizona
$2.84M +$62.6K +348 +2%
Zurich Cantonal Bank
180
Zurich Cantonal Bank
Switzerland
$2.83M +$221K +1,228 +8%
PNC Financial Services Group
181
PNC Financial Services Group
Pennsylvania
$2.76M -$289K -1,607 -9%
VCM
182
Voleon Capital Management
California
$2.73M +$1.16M +6,461 +74%
LSERS
183
Louisiana State Employees Retirement System
Louisiana
$2.72M – – –
State of New Jersey Common Pension Fund D
184
State of New Jersey Common Pension Fund D
New Jersey
$2.7M +$216K +1,198 +9%
EGM
185
Engineers Gate Manager
New York
$2.65M +$1.11M +6,158 +72%
DC
186
Davenport & Co
Virginia
$2.65M -$859K -4,776 -24%
Canada Pension Plan Investment Board
187
Canada Pension Plan Investment Board
Ontario, Canada
$2.65M – – –
P
188
&Partners
Tennessee
$2.59M -$52.9K -294 -2%
ETC
189
Exchange Traded Concepts
Oklahoma
$2.58M -$1.08M -5,992 -29%
SEA
190
Stegent Equity Advisors
Texas
$2.57M +$898K +4,988 +54%
VOYA Investment Management
191
VOYA Investment Management
Georgia
$2.54M +$774K +4,303 +44%
OSAM
192
O'Shaughnessy Asset Management
Connecticut
$2.54M +$405K +2,250 +19%
COPPSERS
193
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$2.49M +$163K +906 +7%
Mariner
194
Mariner
Kansas
$2.36M +$18K +100 +0.8%
GPGA
195
Grandeur Peak Global Advisors
Utah
$2.36M +$197K +1,092 +9%
PI
196
PineBridge Investments
New York
$2.35M -$900K -5,001 -28%
Corient Private Wealth
197
Corient Private Wealth
Florida
$2.32M -$223K -1,239 -9%
SOMRS
198
State of Michigan Retirement System
Michigan
$2.32M – – –
IMRF
199
Illinois Municipal Retirement Fund
Illinois
$2.3M -$381K -2,117 -14%
TC
200
TwinBeech Capital
New York
$2.25M +$1.94M +10,788 +628%
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