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Bridgewater Associates’s Hamilton Lane HLNE Stock Holding History

Bridgewater Associates’s Portfolio HLNE Stock Details HLNE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-10,234
Closed -$1.02M – 1079
2026
Q1 		$1.02M Buy
10,234
+5,055
+98% +$621K ﹤0.01% 783
2025
Q4 		$696K Sell
5,179
-7,058
-58% -$888K ﹤0.01% 931
2025
Q3 		$1.65M Buy
+12,237
New +$1.85M 0.01% 770
2025
Q1 		– Sell
-5,285
Closed -$782K – 733
2024
Q4 		$782K Sell
5,285
-139
-3% -$24.8K ﹤0.01% 535
2024
Q3 		$913K Buy
5,424
+2,878
+113% +$417K 0.01% 614
2024
Q2 		$315K Buy
+2,546
New +$298K ﹤0.01% 815
2024
Q1 		– Sell
-12,594
Closed -$1.43M – 739
2023
Q4 		$1.43M Buy
12,594
+916
+8% +$86.6K 0.01% 581
2023
Q3 		$1.06M Buy
+11,678
New +$1.04M 0.01% 597

Other funds holding HLNE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Los Angeles Capital Management
Los Angeles Capital Management Los Angeles, California $27.2B AUM 43.16% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Bridgewater Associates's HLNE Position: Q2 2026 in Review

Bridgewater Associates sold out of Hamilton Lane (HLNE) in Q2 2026, closing a stake of 10,234 shares — an estimated $1.02M sold.

Bridgewater Associates first reported a position in HLNE in Q3 2023 and held it in 8 quarters. The position peaked at $1.65M in Q3 2025. 382 funds tracked by Wall St. Rank hold HLNE as of Q2 2026.

  • Bridgewater Associates reported no remaining Hamilton Lane position as of Q2 2026 after selling out during the quarter.
  • Bridgewater Associates sold 10,234 Hamilton Lane shares in Q2 2026, an estimated $1.02M.
  • Bridgewater Associates first reported a position in Hamilton Lane in Q3 2023 and held it in 8 quarters.
  • Bridgewater Associates's Hamilton Lane position peaked at $1.65M in Q3 2025.
  • 382 funds tracked by Wall St. Rank held Hamilton Lane as of Q2 2026.

Based on Bridgewater Associates's 13F filing for Q2 2026, filed 14 Aug 2026.