HLI icon

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 %
OPERF
201
Oregon Public Employees Retirement Fund
Oregon
$1.78M +$21.6K +134 +1%
N
202
Natixis
France
$1.77M +$1.77M +11,085 New
Rockefeller Capital Management
203
Rockefeller Capital Management
New York
$1.76M -$216K -1,338 -11%
NAAA
204
New Age Alpha Advisors
New York
$1.75M -$150K -930 -8%
AssetMark Inc
205
AssetMark Inc
California
$1.72M +$15K +93 +0.9%
NMERB
206
New Mexico Educational Retirement Board
New Mexico
$1.71M – – –
BCI
207
Brinker Capital Investments
Pennsylvania
$1.71M +$463K +2,865 +37%
OPS
208
Orion Portfolio Solutions
Nebraska
$1.71M +$463K +2,865 +37%
LAM
209
LECAP Asset Management
United Kingdom
$1.7M +$700K +4,337 +70%
CC
210
Centiva Capital
New York
$1.69M +$1.22M +7,558 +260%
LTAS
211
Linden Thomas Advisory Services
North Carolina
$1.65M +$120K +741 +8%
PP
212
PDT Partners
New York
$1.63M +$1.22M +7,566 +300%
VOYA Investment Management
213
VOYA Investment Management
Georgia
$1.59M +$63.8K +395 +4%
Deutsche Bank
214
Deutsche Bank
Germany
$1.55M +$387K +2,394 +33%
Carson Wealth (CWM LLC)
215
Carson Wealth (CWM LLC)
Nebraska
$1.5M -$216K -1,335 -13%
Lazard Asset Management
216
Lazard Asset Management
New York
$1.5M +$243K +1,508 +19%
SEA
217
Stegent Equity Advisors
Texas
$1.5M -$79.1K -490 -5%
PAS
218
Park Avenue Securities
New York
$1.48M -$18.2K -113 -1%
Envestnet Portfolio Solutions
219
Envestnet Portfolio Solutions
Illinois
$1.48M -$381K -2,361 -20%
Truist Financial
220
Truist Financial
North Carolina
$1.48M -$506K -3,134 -25%
QCM
221
Quantinno Capital Management
New York
$1.47M +$1.23M +7,636 +526%
IIC
222
Integrated Investment Consultants
Michigan
$1.46M +$458K +2,836 +46%
Osaic Holdings
223
Osaic Holdings
Arizona
$1.45M -$54.3K -336 -4%
VCM
224
Voleon Capital Management
California
$1.41M +$1.41M +8,716 New
EGM
225
Engineers Gate Manager
New York
$1.39M +$854K +5,285 +160%
7 8
9
10 11