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Hamilton Lane
HLNE

387 hedge funds and large institutions have $5.63B invested in Hamilton Lane in 2025 Q4 according to their latest regulatory filings, with 83 funds opening new positions, 142 increasing their positions, 126 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

19% more first-time investments, than exits

New positions opened: 83 | Existing positions closed: 70

13% more repeat investments, than reductions

Existing positions increased: 142 | Existing positions reduced: 126

1% more funds holding

Funds holding: 382 → 387 (+5)

0% less capital invested

Capital invested by funds: $5.65B → $5.63B (-$20.8M)

1.05% less ownership

Funds ownership: 96.34% → 95.28% (-1.1%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $389K

Holders
387
Holders Change
+5
Holders Change %
+1.31%
% of All Funds
4.71%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.02%
New
83
Increased
142
Reduced
126
Closed
70
Calls
–
Puts
$389K
Net Calls
-$389K
Net Calls Change
-$1.36M

Top Buyers

1
Principal Financial Group
Principal Financial Group
Iowa
+$81.6M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$51.4M
3
Westfield Capital Management
Westfield Capital Management
Massachusetts
+$45.7M
4
VNIM
Vaughan Nelson Investment Management
Texas
+$38.3M
5
DRZID
DePrince Race & Zollo Inc (DRZ)
Florida
+$37.9M

Top Sellers

1
Millennium Management
Millennium Management
New York
-$130M
2
Invesco
Invesco
Georgia
-$126M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$99.2M
4
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
-$68.2M
5
Macquarie Group
Macquarie Group
Australia
-$63.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
VF
251
Vista Finance
Missouri
$323K -$20.2K -161 -6%
PWG
252
Portside Wealth Group
Utah
$322K -$15.2K -121 -5%
HAG
253
HighPoint Advisor Group
Illinois
$320K +$300K +2,382 New
Rockefeller Capital Management
254
Rockefeller Capital Management
New York
$318K +$180K +1,429 +152%
QCM
255
Qsemble Capital Management
New York
$318K +$298K +2,367 New
LA
256
LVW Advisors
New York
$310K -$16.3K -130 -5%
PCS
257
Personal CFO Solutions
New Jersey
$309K +$7.67K +61 +3%
State of Wisconsin Investment Board
258
State of Wisconsin Investment Board
Wisconsin
$303K -$190K -1,507 -40%
GRP
259
Global Retirement Partners
California
$303K +$244K +1,938 +611%
CWM
260
Connecticut Wealth Management
Connecticut
$300K – – –
TMAM
261
Tokio Marine Asset Management
Japan
$298K – – –
GFWA
262
Grey Fox Wealth Advisors
Delaware
$297K -$126 -1 -0%
CCA
263
Conservest Capital Advisors
Pennsylvania
$289K – – –
SSA
264
Schonfeld Strategic Advisors
New York
$287K -$398K -3,167 -60%
BAMCO Inc
265
BAMCO Inc
New York
$284K +$266K +2,113 New
URS
266
Utah Retirement Systems
Utah
$284K – – –
PWP
267
Phillips Wealth Planners
Mississippi
$281K +$231K +1,839 New
Mercer Global Advisors
268
Mercer Global Advisors
Colorado
$279K +$261K +2,075 New
PA
269
PharVision Advisers
Florida
$279K +$261K +2,074 New
MYIA
270
Mount Yale Investment Advisors
Colorado
$268K +$250K +1,987 New
HFO
271
Heritage Family Offices
Arizona
$266K -$22.4K -178 -8%
ICP
272
Impact Capital Partners
Colorado
$261K -$72.6K -577 -23%
MSRPS
273
Maryland State Retirement & Pension System
Maryland
$261K – – –
OSAM
274
O'Shaughnessy Asset Management
Connecticut
$261K -$183K -1,455 -43%
OWA
275
Outlook Wealth Advisors
Texas
$253K +$5.16K +41 +2%
9 10
11
12 13

HLNE Hedge Fund Activity: Q4 2025 in Review

387 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Hamilton Lane (HLNE) for Q4 2025, worth a combined $5.63B — down 0.37% from $5.65B a quarter earlier.

Buyers outnumbered sellers: 83 funds opened new HLNE positions and 70 closed out — a net gain of 13 holders — while 142 added to existing stakes and 126 trimmed.

The largest buyer was Principal Financial Group, adding an estimated $81.6M. The largest seller was Millennium Management, cutting an estimated $130M.

  • 387 institutional investors held Hamilton Lane (HLNE) as of Q4 2025, up from 382 in Q3 2025.
  • Funds reported $5.63B of Hamilton Lane stock for Q4 2025, down 0.37% quarter-over-quarter.
  • 83 funds opened new Hamilton Lane positions in Q4 2025 and 70 closed out, a net change of +13 holders.
  • The largest Hamilton Lane buyer in Q4 2025 was Principal Financial Group, an estimated $81.6M added.
  • The largest Hamilton Lane seller in Q4 2025 was Millennium Management, an estimated $130M sold.

Based on aggregated 13F filings for Q4 2025.