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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 %
CC
201
Centiva Capital
New York
$2.24M +$362K +2,014 +19%
QT
202
Quantbot Technologies
New York
$2.22M -$1.49M -8,305 -40%
FCM
203
FJ Capital Management
Virginia
$2.17M +$2.17M +12,082 New
NMIMC
204
Northwestern Mutual Investment Management Company
Wisconsin
$2.16M -$360 -2 -0%
NAAA
205
New Age Alpha Advisors
New York
$2.13M +$172K +958 +9%
FDCDDQ
206
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.12M -$348K -1,933 -14%
QCM
207
Quantinno Capital Management
New York
$2.03M +$390K +2,167 +24%
KK
208
KLP Kapitalforvaltning
Norway
$2.02M -$180K -1,000 -8%
Fidelity International
209
Fidelity International
Bermuda
$2M -$12.2K -68 -0.6%
OPERF
210
Oregon Public Employees Retirement Fund
Oregon
$1.98M – – –
ACM
211
Aster Capital Management
United Arab Emirates
$1.96M +$1.96M +10,911 New
AssetMark Inc
212
AssetMark Inc
California
$1.92M +$2.52K +14 +0.1%
CS
213
Cannell & Spears
New York
$1.91M -$180K -999 -9%
NMERB
214
New Mexico Educational Retirement Board
New Mexico
$1.91M – – –
BCI
215
Brinker Capital Investments
Pennsylvania
$1.9M -$2.88K -16 -0.2%
ET
216
Entropy Technologies
New York
$1.75M -$342K -1,903 -16%
CIC
217
Crawford Investment Counsel
Georgia
$1.7M -$380K -2,110 -18%
Lazard Asset Management
218
Lazard Asset Management
New York
$1.69M +$15.8K +88 +0.9%
NRD
219
Nebula Research & Development
New York
$1.67M +$900K +5,001 +117%
Carson Wealth (CWM LLC)
220
Carson Wealth (CWM LLC)
Nebraska
$1.66M -$9.36K -52 -0.6%
PAS
221
Park Avenue Securities
New York
$1.63M -$25.4K -141 -2%
VPIM
222
Vanguard Personalized Indexing Management
California
$1.61M +$253K +1,408 +19%
PCM
223
Prana Capital Management
Connecticut
$1.59M -$4.59M -25,502 -74%
Verition Fund Management
224
Verition Fund Management
Connecticut
$1.59M -$2.19M -12,154 -58%
LTAS
225
Linden Thomas Advisory Services
North Carolina
$1.58M -$256K -1,425 -14%
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