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Hamilton Lane

291 hedge funds and large institutions have $4.56B invested in Hamilton Lane in 2024 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 119 increasing their positions, 82 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
291
Holders Change
+27
Holders Change %
+10.23%
% of All Funds
4.23%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
56
Increased
119
Reduced
82
Closed
25
Calls
$1.8M
Puts
$680K
Net Calls
+$1.12M
Net Calls Change
-$2.45M
Name Holding Trade Value Shares
Change
Shares
Change %
CA
251
Clearstead Advisors
Ohio
$19.9K +$11.4K +92 +133%
CA
252
Continuum Advisory
Idaho
$17.2K
RA
253
Rise Advisors
New York
$13.6K
Mitsubishi UFJ Asset Management
254
Mitsubishi UFJ Asset Management
Japan
$13.6K
BFEC
255
Benjamin F. Edwards & Company
Missouri
$12K +$8.08K +64 +206%
C
256
Covestor
United Kingdom
$11K -$27.4K -214 -71%
IHWM
257
Iron Horse Wealth Management
Iowa
$10.5K
ATPW
258
Ashton Thomas Private Wealth
Arizona
$10K +$10K +81 New
FFA
259
Farther Finance Advisors
California
$9.36K +$6.77K +55 +262%
SAM
260
Smartleaf Asset Management
Massachusetts
$9.1K +$8.49K +70 +1,400%
AWM
261
Avior Wealth Management
Nebraska
$8.77K -$20.6K -167 -70%
CFB
262
Cullen/Frost Bankers
Texas
$8.28K +$8.28K +67 New
HIM
263
Hillsdale Investment Management
Ontario, Canada
$7.42K
Simplex Trading
264
Simplex Trading
Illinois
$7K -$59.9K -513 -90%
PA
265
Parallel Advisors
California
$5.69K +$742 +6 +15%
EWA
266
EverSource Wealth Advisors
Alabama
$5.05K +$4.19K +29 +483%
CMBA
267
C.M. Bidwell & Associates
Hawaii
$4.33K +$4.33K +35 New
CIBC Private Wealth Group
268
CIBC Private Wealth Group
Georgia
$3.78K -$4.54K -36 -55%
GRP
269
Global Retirement Partners
California
$3.71K +$2.6K +21 +233%
CTC
270
Central Trust Company
Missouri
$3.58K
FG
271
Fairman Group
Pennsylvania
$3.47K
AF
272
Allworth Financial
California
$3.22K -$1.96K -14 -38%
OWA
273
Opal Wealth Advisors
New York
$3.21K +$3.21K +26 New
SC
274
Stephens Consulting
Michigan
$2.72K +$2.72K +22 New
BTI
275
Blue Trust Inc
Georgia
$2.48K +$2.48K +22 New