HLI icon

Houlihan Lokey

543 hedge funds and large institutions have $9.93B invested in Houlihan Lokey in 2025 Q2 according to their latest regulatory filings, with 79 funds opening new positions, 188 increasing their positions, 209 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

4% more funds holding

Funds holding: 520543 (+23)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

10% less repeat investments, than reductions

Existing positions increased: 188 | Existing positions reduced: 209

Holders
543
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$3.85M
Puts
$2.48M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RFC
176
Regions Financial Corp
Alabama
$3.22M
AIP
177
Ameritas Investment Partners
Nebraska
$3.1M
TRSOTSOK
178
Teachers Retirement System of the State of Kentucky
Kentucky
$2.99M
MCM
179
Monument Capital Management
Virginia
$2.97M
ASRS
180
Arizona State Retirement System
Arizona
$2.84M
Zurich Cantonal Bank
181
Zurich Cantonal Bank
Switzerland
$2.83M
PNC Financial Services Group
182
PNC Financial Services Group
Pennsylvania
$2.76M
VCM
183
Voleon Capital Management
California
$2.73M
LSERS
184
Louisiana State Employees Retirement System
Louisiana
$2.72M
State of New Jersey Common Pension Fund D
185
State of New Jersey Common Pension Fund D
New Jersey
$2.7M
EGM
186
Engineers Gate Manager
New York
$2.65M
DC
187
Davenport & Co
Virginia
$2.65M
Canada Pension Plan Investment Board
188
Canada Pension Plan Investment Board
Ontario, Canada
$2.65M
P
189
&Partners
Tennessee
$2.59M
ETC
190
Exchange Traded Concepts
Oklahoma
$2.58M
SEA
191
Stegent Equity Advisors
Texas
$2.57M
VOYA Investment Management
192
VOYA Investment Management
Georgia
$2.54M
OSAM
193
O'Shaughnessy Asset Management
Connecticut
$2.54M
COPPSERS
194
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$2.49M
Mariner
195
Mariner
Kansas
$2.36M
GPGA
196
Grandeur Peak Global Advisors
Utah
$2.36M
PI
197
PineBridge Investments
New York
$2.35M
SOMRS
198
State of Michigan Retirement System
Michigan
$2.32M
Corient Private Wealth
199
Corient Private Wealth
Florida
$2.31M
IMRF
200
Illinois Municipal Retirement Fund
Illinois
$2.3M