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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.

Holders
520
Holders Change
+17
Holders Change %
+3.38%
% of All Funds
7.07%
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
1
Congress Asset Management
Massachusetts
$81.4M
2
Capital Research Global Investors
2
Capital Research Global Investors
California
$81.4M
3
Westfield Capital Management
3
Westfield Capital Management
Massachusetts
$46.2M
4
Handelsbanken Fonder
4
Handelsbanken Fonder
Sweden
$44.5M
5
BlackRock
5
BlackRock
New York
$908M

Top Sellers

1
Norges Bank
1
Norges Bank
Norway
$0
2
FMI
2
Fiduciary Management Inc
Wisconsin
$122M
3
Kayne Anderson Rudnick Investment Management
3
Kayne Anderson Rudnick Investment Management
California
$473M
4
EARNEST Partners
4
EARNEST Partners
Georgia
$428M
5
Prudential Financial
5
Prudential Financial
New Jersey
$13M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$908M 5,619,779 +253,246 +5%
Vanguard Group
2
Vanguard Group
Pennsylvania
$857M 5,306,604 +41,030 +0.8%
Kayne Anderson Rudnick Investment Management
3
Kayne Anderson Rudnick Investment Management
California
$473M 2,926,959 -354,335 -11%
EARNEST Partners
4
EARNEST Partners
Georgia
$428M 2,648,908 -318,651 -11%
State Street
5
State Street
Massachusetts
$280M 1,736,050 +39,254 +2%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$272M 1,683,934 -191,286 -10%
Wellington Management Group
7
Wellington Management Group
Massachusetts
$225M 1,395,148 -104,531 -7%
T. Rowe Price Investment Management
8
T. Rowe Price Investment Management
Maryland
$194M 1,201,546 -96,369 -7%
BAM
9
Burgundy Asset Management
Ontario, Canada
$192M 1,189,822 -62,009 -5%
BAMCO Inc
10
BAMCO Inc
New York
$185M 1,144,179 – –
Geode Capital Management
11
Geode Capital Management
Massachusetts
$165M 1,020,458 +53,982 +6%
Bank of America
12
Bank of America
North Carolina
$162M 1,000,520 -78,954 -7%
Invesco
13
Invesco
Georgia
$148M 916,012 -125,189 -12%
Capital International Investors
14
Capital International Investors
California
$128M 794,911 +1,619 +0.2%
Raymond James Financial
15
Raymond James Financial
Florida
$128M 792,076 -34,590 -4%
FMI
16
Fiduciary Management Inc
Wisconsin
$122M 754,941 -454,289 -38%
Neuberger Berman Group
17
Neuberger Berman Group
New York
$113M 700,651 -240,279 -26%
ClearBridge Investments
18
ClearBridge Investments
New York
$102M 633,966 -1,394 -0.2%
SEI Investments
19
SEI Investments
Pennsylvania
$97.6M 604,380 -132,338 -18%
Charles Schwab
20
Charles Schwab
California
$96.7M 598,767 -4,189 -0.7%
Ameriprise
21
Ameriprise
Minnesota
$96.1M 595,275 -177,514 -23%
Dimensional Fund Advisors
22
Dimensional Fund Advisors
Texas
$90.1M 557,799 +8,733 +2%
Morgan Stanley
23
Morgan Stanley
New York
$88.3M 546,798 -15,625 -3%
Northern Trust
24
Northern Trust
Illinois
$87.2M 540,106 -80,218 -13%
AllianceBernstein
25
AllianceBernstein
Tennessee
$82M 507,581 -25,759 -5%
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