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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
HIA
276
Harbor Investment Advisory
Maryland
$123K -$37.4K -210 -20%
FHA
277
First Horizon Advisors
Tennessee
$103K +$3.39K +19 +3%
HNB
278
Huntington National Bank
Ohio
$99.2K +$2.5K +14 +2%
BAMF
279
BI Asset Management Fondsmaeglerselskab
Denmark
$99K -$51.9K -291 -30%
Fifth Third Bancorp
280
Fifth Third Bancorp
Ohio
$82.8K -$24.1K -135 -19%
GI
281
GAMMA Investing
California
$82.2K -$14.6K -82 -13%
Carson Wealth (CWM LLC)
282
Carson Wealth (CWM LLC)
Nebraska
$77K +$2.14K +12 +2%
CIAM
283
Caitong International Asset Management
Hong Kong
$73.7K +$88.7K +498 New
KI
284
Kapitalo Investimentos
Brazil
$65.1K +$78.4K +440 New
S
285
SignatureFD
Georgia
$62K -$34.9K -196 -32%
AAP
286
Arax Advisory Partners
Colorado
$60.3K -$9.62K -54 -12%
GWP
287
Gen-Wealth Partners
Michigan
$58.9K
CFGS
288
Concourse Financial Group Securities
Alabama
$52.2K -$8.38K -47 -13%
FFA
289
Farther Finance Advisors
California
$44.3K +$39.4K +221 +283%
CIAS
290
CBIZ Investment Advisory Services
Ohio
$42.7K +$10.9K +61 +27%
PS
291
Principal Securities
Iowa
$41.9K -$7.48K -42 -13%
FDCDDQ
292
Federation des caisses Desjardins du Quebec
Quebec, Canada
$31.8K +$356 +2 +0.9%
QCG
293
Quadrant Capital Group
Ohio
$27.2K
WA
294
WPG Advisers
Maryland
$26.9K +$32.4K +182 New
CA
295
Centerpoint Advisors
Massachusetts
$25K -$4.63K -26 -13%
CA
296
Clearstead Advisors
Ohio
$23.8K
RWS
297
Retirement Wealth Solutions
Wisconsin
$21.9K +$27.8K +156 New
CA
298
Continuum Advisory
Idaho
$21.8K
Northwestern Mutual Wealth Management
299
Northwestern Mutual Wealth Management
Wisconsin
$20.9K +$13K +73 +107%
Acadian Asset Management
300
Acadian Asset Management
Massachusetts
$20K -$463K -2,596 -95%

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.