HLNE icon

Hamilton Lane

264 hedge funds and large institutions have $4.29B invested in Hamilton Lane in 2024 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 85 increasing their positions, 99 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
264
Holders Change
+26
Holders Change %
+10.92%
% of All Funds
3.83%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
54
Increased
85
Reduced
99
Closed
27
Calls
$4.25M
Puts
$678K
Net Calls
+$3.57M
Net Calls Change
-$4.57M
Name Holding Trade Value Shares
Change
Shares
Change %
AGWCA
226
Annis Gardner Whiting Capital Advisors
Florida
$31K +$31K +274 New
AWM
227
Avior Wealth Management
Nebraska
$26.8K +$26.8K +238 New
PS
228
Principal Securities
Iowa
$26.6K +$451 +4 +2%
CIAS
229
CBIZ Investment Advisory Services
Ohio
$24.2K +$24.2K +214 New
FDCDDQ
230
Federation des caisses Desjardins du Quebec
Quebec, Canada
$24K
CA
231
Centerpoint Advisors
Massachusetts
$22K -$3.67K -33 -14%
QCG
232
Quadrant Capital Group
Ohio
$20.7K
CA
233
Continuum Advisory
Idaho
$16.1K +$16.1K +139 New
Mitsubishi UFJ Asset Management
234
Mitsubishi UFJ Asset Management
Japan
$12.4K
RA
235
Rise Advisors
New York
$12.4K +$12.4K +110 New
IHWM
236
Iron Horse Wealth Management
Iowa
$9.59K
MG
237
Mather Group
Illinois
$9.19K +$9.19K +81 New
QL
238
Quarry LP
New York
$8.34K +$8.34K +74 New
CA
239
Clearstead Advisors
Ohio
$7.92K
CIBC Private Wealth Group
240
CIBC Private Wealth Group
Georgia
$7.35K +$7.35K +66 New
HIM
241
Hillsdale Investment Management
Ontario, Canada
$6.77K
NA
242
NewEdge Advisors
Louisiana
$5.19K -$12.4K -110 -71%
PA
243
Parallel Advisors
California
$4.51K +$2.82K +25 +167%
AF
244
Allworth Financial
California
$4.17K +$1.24K +11 +42%
ACM
245
Anfield Capital Management
California
$4.06K +$4.06K +36 New
CTC
246
Central Trust Company
Missouri
$3.27K
FG
247
Fairman Group
Pennsylvania
$3.17K
BFEC
248
Benjamin F. Edwards & Company
Missouri
$3K +$3K +31 New
Northwestern Mutual Wealth Management
249
Northwestern Mutual Wealth Management
Wisconsin
$2.37K -$1.92K -17 -45%
FFA
250
Farther Finance Advisors
California
$2.34K