FAIM
HLNE icon

Financial Advocates Investment Management’s Hamilton Lane HLNE Stock Holding History

Financial Advocates Investment Management’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
Q3 		– Sell
-2,334
Closed -$332K – 289
2025
Q2 		$332K Buy
+2,334
New +$352K 0.03% 473

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 $34B AUM 6.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Financial Advocates Investment Management's HLNE Position: Q3 2025 in Review

Financial Advocates Investment Management sold out of Hamilton Lane (HLNE) in Q3 2025, closing a stake of 2,334 shares — an estimated $332K sold.

Financial Advocates Investment Management first reported a position in HLNE in Q2 2025 and held it in 1 quarter. The position peaked at $332K in Q2 2025. 382 funds tracked by Wall St. Rank hold HLNE as of Q3 2025.

  • Financial Advocates Investment Management reported no remaining Hamilton Lane position as of Q3 2025 after selling out during the quarter.
  • Financial Advocates Investment Management sold 2,334 Hamilton Lane shares in Q3 2025, an estimated $332K.
  • Financial Advocates Investment Management first reported a position in Hamilton Lane in Q2 2025 and held it in 1 quarter.
  • Financial Advocates Investment Management's Hamilton Lane position peaked at $332K in Q2 2025.
  • 382 funds tracked by Wall St. Rank held Hamilton Lane as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.