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Hamilton Lane

318 hedge funds and large institutions have $6.51B invested in Hamilton Lane in 2024 Q3 according to their latest regulatory filings, with 71 funds opening new positions, 117 increasing their positions, 93 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
318
Holders Change
+27
Holders Change %
+9.28%
% of All Funds
4.6%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
71
Increased
117
Reduced
93
Closed
42
Calls
$3.49M
Puts
$7M
Net Calls
-$3.52M
Net Calls Change
-$4.64M
Name Holding Trade Value Shares
Change
Shares
Change %
PTC
226
Petrus Trust Company
Texas
$290K -$82.7K -491 -22%
HIS
227
Harvest Investment Services
Illinois
$285K +$285K +1,693 New
CSPIA
228
Cary Street Partners Investment Advisory
Virginia
$260K +$260K +1,544 New
IWM
229
IHT Wealth Management
Illinois
$256K +$256K +1,524 New
CP
230
Covenant Partners
Tennessee
$254K +$254K +1,508 New
SSW
231
Smith Shellnut Wilson
Mississippi
$248K +$248K +1,475 New
CL
232
Choreo LLC
Illinois
$246K +$246K +1,462 New
CCA
233
Conservest Capital Advisors
Pennsylvania
$242K
LAM
234
Lifestyle Asset Management
Texas
$241K +$241K +1,431 New
GT
235
Glenmede Trust
Pennsylvania
$233K -$111K -659 -32%
RFC
236
Regions Financial Corp
Alabama
$229K +$229K +1,360 New
VPIM
237
Vanguard Personalized Indexing Management
California
$228K +$228K +1,352 New
Mercer Global Advisors
238
Mercer Global Advisors
Colorado
$217K +$217K +1,290 New
OIA
239
OneDigital Investment Advisors
Kansas
$217K +$217K +1,286 New
PP
240
Pegasus Partners
Wisconsin
$215K +$215K +1,277 New
ABC
241
Associated Banc-Corp
Wisconsin
$212K +$212K +1,261 New
Baird Financial Group
242
Baird Financial Group
Wisconsin
$206K +$206K +1,222 New
RSWM
243
Robertson Stephens Wealth Management
California
$201K +$201K +1,192 New
KBC Group
244
KBC Group
Belgium
$192K +$29.3K +174 +18%
HIA
245
Harbor Investment Advisory
Maryland
$176K
PNC Financial Services Group
246
PNC Financial Services Group
Pennsylvania
$173K +$63.8K +379 +58%
CI Investments Inc
247
CI Investments Inc
Ontario, Canada
$172K +$25K +148 +17%
BAMF
248
BI Asset Management Fondsmaeglerselskab
Denmark
$161K +$50.6K +301 +46%
Nisa Investment Advisors
249
Nisa Investment Advisors
Missouri
$156K
IA
250
IFP Advisors
Florida
$147K +$15.2K +90 +11%