CI Investments Inc
HLNE icon

CI Investments Inc’s Hamilton Lane HLNE Stock Holding History

CI Investments Inc’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
2025
Q4 		– Sell
-1,270
Closed -$171K – 917
2025
Q3 		$171K Sell
1,270
-149
-11% -$22.5K ﹤0.01% 752
2025
Q2 		$202K Sell
1,419
-54
-4% -$8.14K ﹤0.01% 707
2025
Q1 		$219K Buy
1,473
+136
+10% +$20.7K ﹤0.01% 701
2024
Q4 		$198K Buy
1,337
+317
+31% +$56.5K ﹤0.01% 737
2024
Q3 		$172K Buy
1,020
+148
+17% +$21.4K ﹤0.01% 701
2024
Q2 		$108K Buy
872
+18
+2% +$2.1K ﹤0.01% 793
2024
Q1 		$96K Sell
854
-1,393
-62% -$157K ﹤0.01% 903
2023
Q4 		$255K Buy
2,247
+528
+31% +$49.9K ﹤0.01% 570
2023
Q3 		$155K Buy
+1,719
New +$153K ﹤0.01% 715
2022
Q4 		– Sell
-591
Closed -$35K – 1262
2022
Q3 		$35K Sell
591
-28
-5% -$1.98K ﹤0.01% 912
2022
Q2 		$42K Sell
619
-307
-33% -$21.2K ﹤0.01% 852
2022
Q1 		$72K Sell
926
-148
-14% -$12.3K ﹤0.01% 909
2021
Q4 		$111K Buy
+1,074
New +$110K ﹤0.01% 872

Other funds holding HLNE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

CI Investments Inc's HLNE Position: Q4 2025 in Review

CI Investments Inc sold out of Hamilton Lane (HLNE) in Q4 2025, closing a stake of 1,270 shares — an estimated $171K sold.

CI Investments Inc first reported a position in HLNE in Q4 2021 and held it in 13 quarters. The position peaked at $255K in Q4 2023. 388 funds tracked by Wall St. Rank hold HLNE as of Q4 2025.

  • CI Investments Inc reported no remaining Hamilton Lane position as of Q4 2025 after selling out during the quarter.
  • CI Investments Inc sold 1,270 Hamilton Lane shares in Q4 2025, an estimated $171K.
  • CI Investments Inc first reported a position in Hamilton Lane in Q4 2021 and held it in 13 quarters.
  • CI Investments Inc's Hamilton Lane position peaked at $255K in Q4 2023.
  • 388 funds tracked by Wall St. Rank held Hamilton Lane as of Q4 2025.

Based on CI Investments Inc's 13F filing for Q4 2025, filed 12 Feb 2026.