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Houlihan Lokey

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
Name Holding Trade Value Shares
Change
Shares
Change %
BlackRock
1
BlackRock
New York
$1.02B +$12.2M +67,588 +1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$952M -$2.73M -15,172 -0.3%
Kayne Anderson Rudnick Investment Management
3
Kayne Anderson Rudnick Investment Management
California
$541M +$14.4M +79,993 +3%
EARNEST Partners
4
EARNEST Partners
Georgia
$445M -$31.8M -176,439 -7%
State Street
5
State Street
Massachusetts
$309M -$3.5M -19,440 -1%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$293M -$9.97M -55,378 -3%
Wellington Management Group
7
Wellington Management Group
Massachusetts
$263M +$11.5M +64,069 +5%
BAM
8
Burgundy Asset Management
Ontario, Canada
$221M +$6.5M +36,144 +3%
BAMCO Inc
9
BAMCO Inc
New York
$206M +$353K +1,964 +0.2%
T. Rowe Price Investment Management
10
T. Rowe Price Investment Management
Maryland
$189M -$26.9M -149,299 -12%
Bank of America
11
Bank of America
North Carolina
$188M +$7.46M +41,470 +4%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$187M +$3.8M +21,132 +2%
Raymond James Financial
13
Raymond James Financial
Florida
$157M +$14.8M +82,002 +10%
Invesco
14
Invesco
Georgia
$152M -$12.5M -69,372 -8%
Capital Research Global Investors
15
Capital Research Global Investors
California
$144M +$53M +294,781 +58%
Capital International Investors
16
Capital International Investors
California
$144M +$620K +3,447 +0.4%
FMI
17
Fiduciary Management Inc
Wisconsin
$135M -$651K -3,616 -0.5%
Norges Bank
18
Norges Bank
Norway
$127M +$127M +704,214 New
SEI Investments
19
SEI Investments
Pennsylvania
$124M +$15.5M +86,244 +14%
Neuberger Berman Group
20
Neuberger Berman Group
New York
$123M -$3.39M -18,860 -3%
Morgan Stanley
21
Morgan Stanley
New York
$112M +$13.8M +76,462 +14%
Charles Schwab
22
Charles Schwab
California
$106M -$1.62M -9,028 -2%
ClearBridge Investments
23
ClearBridge Investments
New York
$104M -$9.73M -54,064 -9%
Dimensional Fund Advisors
24
Dimensional Fund Advisors
Texas
$99.8M -$545K -3,029 -0.5%
CIP
25
Champlain Investment Partners
Vermont
$98.3M +$65M +361,085 +195%