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Hamilton Lane

355 hedge funds and large institutions have $5.98B invested in Hamilton Lane in 2024 Q4 according to their latest regulatory filings, with 75 funds opening new positions, 126 increasing their positions, 115 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

97% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 38

10% more funds holding

Funds holding: 322355 (+33)

10% more repeat investments, than reductions

Existing positions increased: 126 | Existing positions reduced: 115

0.34% more ownership

Funds ownership: 96.29%96.63% (+0.34%)

5% less call options, than puts

Call options by funds: $1.91M | Put options by funds: $2.01M

9% less capital invested

Capital invested by funds: $6.57B → $5.98B (-$598M)

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
355
Holders Change
+33
Holders Change %
+10.25%
% of All Funds
4.68%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
75
Increased
126
Reduced
115
Closed
38
Calls
$1.91M
Puts
$2.01M
Net Calls
-$105K
Net Calls Change
+$3.41M
Name Holding Trade Value Shares
Change
Change in
Stake
AC
251
AXQ Capital
New Jersey
$270K +$325K +1,825 New
HighTower Advisors
252
HighTower Advisors
Illinois
$270K +$18.4K +103 +6%
ATC
253
Argent Trust Co
Tennessee
$259K
FTWA
254
Fifth Third Wealth Advisors
Ohio
$259K -$2.32K -13 -0.7%
BAM
255
Blueshift Asset Management
New Jersey
$257K +$310K +1,739 New
Millennium Management
256
Millennium Management
New York
$253K -$737K -4,133 -71%
IWC
257
Integrated Wealth Concepts
Massachusetts
$250K -$19.2K -108 -6%
VPIM
258
Vanguard Personalized Indexing Management
California
$245K +$53.6K +301 +22%
US Bancorp
259
US Bancorp
Minnesota
$241K -$47.2K -265 -14%
EC
260
EntryPoint Capital
New York
$238K -$422K -2,370 -60%
SCM
261
Stevens Capital Management
Pennsylvania
$232K +$279K +1,565 New
SCM
262
Shelton Capital Management
Colorado
$226K +$272K +1,529 New
LAM
263
Lifestyle Asset Management
Texas
$224K +$15K +84 +6%
CP
264
Covenant Partners
Tennessee
$223K
ONB
265
Old National Bancorp
Indiana
$222K +$267K +1,498 New
AIM
266
Aigen Investment Management
New York
$221K +$267K +1,496 New
SSW
267
Smith Shellnut Wilson
Mississippi
$218K
RS
268
R Squared
Hong Kong
$213K +$257K +1,440 New
CI Investments Inc
269
CI Investments Inc
Ontario, Canada
$198K +$56.5K +317 +31%
Osaic Holdings
270
Osaic Holdings
Arizona
$197K -$346K -1,940 -59%
LSA
271
Leonteq Securities AG
Switzerland
$183K
Nisa Investment Advisors
272
Nisa Investment Advisors
Missouri
$137K
PNC Financial Services Group
273
PNC Financial Services Group
Pennsylvania
$136K -$18.9K -106 -10%
IA
274
IFP Advisors
Florida
$135K +$6.42K +36 +4%
SG Americas Securities
275
SG Americas Securities
New York
$125K -$208K -1,165 -58%

HLNE Hedge Fund Activity: Q4 2024 in Review

355 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Hamilton Lane (HLNE) for Q4 2024, worth a combined $5.98B — down 9.1% from $6.57B a quarter earlier.

Buyers outnumbered sellers: 75 funds opened new HLNE positions and 38 closed out — a net gain of 37 holders — while 126 added to existing stakes and 115 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $160M. The largest seller was Citadel Advisors, cutting an estimated $78.5M.

  • 355 institutional investors held Hamilton Lane (HLNE) as of Q4 2024, up from 322 in Q3 2024.
  • Funds reported $5.98B of Hamilton Lane stock for Q4 2024, down 9.1% quarter-over-quarter.
  • 75 funds opened new Hamilton Lane positions in Q4 2024 and 38 closed out, a net change of +37 holders.
  • The largest Hamilton Lane buyer in Q4 2024 was T. Rowe Price Associates, an estimated $160M added.
  • The largest Hamilton Lane seller in Q4 2024 was Citadel Advisors, an estimated $78.5M sold.

Based on aggregated 13F filings for Q4 2024.