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Houlihan Lokey
HLI

Overview Fund Activity

538 hedge funds and large institutions have $9.88B invested in Houlihan Lokey in 2025 Q2 according to their latest regulatory filings, with 77 funds opening new positions, 187 increasing their positions, 207 reducing their positions, and 52 closing their positions.

Holders
538
Holders Change
+18
Holders Change %
+3.46%
% of All Funds
7.23%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
77
Increased
187
Reduced
207
Closed
52
Calls
$1.15M
Puts
$1.94M
Net Calls
-$791K
Net Calls Change
-$3.07M

Top Buyers

1
Norges Bank
1
Norges Bank
Norway
$127M
2
CIP
2
Champlain Investment Partners
Vermont
$98.3M
3
Capital Research Global Investors
3
Capital Research Global Investors
California
$144M
4
RG
4
Renaissance Group
Kentucky
$34.1M
5
Assenagon Asset Management
5
Assenagon Asset Management
Luxembourg
$32.9M

Top Sellers

1
EARNEST Partners
1
EARNEST Partners
Georgia
$445M
2
T. Rowe Price Investment Management
2
T. Rowe Price Investment Management
Maryland
$189M
3
Ameriprise
3
Ameriprise
Minnesota
$88.1M
4
Point72 Asset Management
4
Point72 Asset Management
Connecticut
$0
5
First Trust Advisors
5
First Trust Advisors
Illinois
$73.2M
Name Market Value Shares Shares
Change 		Shares
Change %
QT
201
Quantbot Technologies
New York
$2.22M 12,341 -8,305 -40%
FCM
202
FJ Capital Management
Virginia
$2.17M 12,082 +12,082 New
NMIMC
203
Northwestern Mutual Investment Management Company
Wisconsin
$2.16M 12,010 -2 -0%
NAAA
204
New Age Alpha Advisors
New York
$2.13M 11,819 +958 +9%
FDCDDQ
205
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.12M 11,800 -1,933 -14%
QCM
206
Quantinno Capital Management
New York
$2.03M 11,256 +2,167 +24%
KK
207
KLP Kapitalforvaltning
Norway
$2.02M 11,200 -1,000 -8%
Fidelity International
208
Fidelity International
Bermuda
$2M 11,119 -68 -0.6%
OPERF
209
Oregon Public Employees Retirement Fund
Oregon
$1.98M 11,005 – –
ACM
210
Aster Capital Management
United Arab Emirates
$1.96M 10,911 +10,911 New
AssetMark Inc
211
AssetMark Inc
California
$1.92M 10,667 +14 +0.1%
CS
212
Cannell & Spears
New York
$1.91M 10,609 -999 -9%
NMERB
213
New Mexico Educational Retirement Board
New Mexico
$1.91M 10,600 – –
BCI
214
Brinker Capital Investments
Pennsylvania
$1.9M 10,574 -16 -0.2%
ET
215
Entropy Technologies
New York
$1.75M 9,713 -1,903 -16%
CIC
216
Crawford Investment Counsel
Georgia
$1.7M 9,471 -2,110 -18%
Lazard Asset Management
217
Lazard Asset Management
New York
$1.69M 9,387 +88 +0.9%
NRD
218
Nebula Research & Development
New York
$1.67M 9,273 +5,001 +117%
Carson Wealth (CWM LLC)
219
Carson Wealth (CWM LLC)
Nebraska
$1.66M 9,242 -52 -0.6%
PAS
220
Park Avenue Securities
New York
$1.63M 9,042 -141 -2%
VPIM
221
Vanguard Personalized Indexing Management
California
$1.61M 8,940 +1,408 +19%
PCM
222
Prana Capital Management
Connecticut
$1.59M 8,829 -25,502 -74%
Verition Fund Management
223
Verition Fund Management
Connecticut
$1.59M 8,824 -12,154 -58%
LTAS
224
Linden Thomas Advisory Services
North Carolina
$1.58M 8,771 -1,425 -14%
AWM
225
Avior Wealth Management
Nebraska
$1.53M 8,509 -21 -0.2%
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9
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