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Hamilton Lane

322 hedge funds and large institutions have $6.57B invested in Hamilton Lane in 2024 Q3 according to their latest regulatory filings, with 71 funds opening new positions, 118 increasing their positions, 95 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more first-time investments, than exits

New positions opened: 71 | Existing positions closed: 41

44% more capital invested

Capital invested by funds: $4.56B → $6.57B (+$2.01B)

24% more repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 95

10% more funds holding

Funds holding: 294322 (+28)

5.2% more ownership

Funds ownership: 91.08%96.29% (+5.2%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

50% less call options, than puts

Call options by funds: $3.49M | Put options by funds: $7M

Holders
322
Holders Change
+28
Holders Change %
+9.52%
% of All Funds
4.62%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
71
Increased
118
Reduced
95
Closed
41
Calls
$3.49M
Puts
$7M
Net Calls
-$3.52M
Net Calls Change
-$4.64M
Name Holding Trade Value Shares
Change
Change in
Stake
FTWA
226
Fifth Third Wealth Advisors
Ohio
$297K +$255K +1,763 New
ATC
227
Argent Trust Co
Tennessee
$295K
HighTower Advisors
228
HighTower Advisors
Illinois
$291K +$249K +1,721 New
PTC
229
Petrus Trust Company
Texas
$290K -$71.1K -491 -22%
HIS
230
Harvest Investment Services
Illinois
$285K +$245K +1,693 New
CSPIA
231
Cary Street Partners Investment Advisory
Virginia
$260K +$224K +1,544 New
IWM
232
IHT Wealth Management
Illinois
$256K +$221K +1,524 New
CP
233
Covenant Partners
Tennessee
$254K +$218K +1,508 New
SSW
234
Smith Shellnut Wilson
Mississippi
$248K +$214K +1,475 New
CL
235
Choreo LLC
Illinois
$246K +$212K +1,462 New
CCA
236
Conservest Capital Advisors
Pennsylvania
$242K
LAM
237
Lifestyle Asset Management
Texas
$241K +$207K +1,431 New
GT
238
Glenmede Trust
Pennsylvania
$233K -$95.4K -659 -32%
RFC
239
Regions Financial Corp
Alabama
$229K +$197K +1,360 New
VPIM
240
Vanguard Personalized Indexing Management
California
$228K +$196K +1,352 New
Mercer Global Advisors
241
Mercer Global Advisors
Colorado
$217K +$187K +1,290 New
OIA
242
OneDigital Investment Advisors
Kansas
$217K +$186K +1,286 New
PP
243
Pegasus Partners
Wisconsin
$215K +$185K +1,277 New
ABC
244
Associated Banc-Corp
Wisconsin
$212K +$183K +1,261 New
LSA
245
Leonteq Securities AG
Switzerland
$208K
Baird Financial Group
246
Baird Financial Group
Wisconsin
$206K +$177K +1,222 New
RSWM
247
Robertson Stephens Wealth Management
California
$201K +$173K +1,192 New
KBC Group
248
KBC Group
Belgium
$192K +$25.2K +174 +18%
HIA
249
Harbor Investment Advisory
Maryland
$176K
PNC Financial Services Group
250
PNC Financial Services Group
Pennsylvania
$173K +$54.9K +379 +58%

HLNE Hedge Fund Activity: Q3 2024 in Review

322 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in Hamilton Lane (HLNE) for Q3 2024, worth a combined $6.57B — up 44% from $4.56B a quarter earlier.

Buyers outnumbered sellers: 71 funds opened new HLNE positions and 41 closed out — a net gain of 30 holders — while 118 added to existing stakes and 95 trimmed.

The largest buyer was BlackRock, adding an estimated $266M. The largest seller was Vanguard Group, cutting an estimated $106M.

  • 322 institutional investors held Hamilton Lane (HLNE) as of Q3 2024, up from 294 in Q2 2024.
  • Funds reported $6.57B of Hamilton Lane stock for Q3 2024, up 44% quarter-over-quarter.
  • 71 funds opened new Hamilton Lane positions in Q3 2024 and 41 closed out, a net change of +30 holders.
  • The largest Hamilton Lane buyer in Q3 2024 was BlackRock, an estimated $266M added.
  • The largest Hamilton Lane seller in Q3 2024 was Vanguard Group, an estimated $106M sold.

Based on aggregated 13F filings for Q3 2024.