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Hamilton Lane
HLNE

Overview Fund Activity

347 hedge funds and large institutions have $6.52B invested in Hamilton Lane in 2025 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 152 increasing their positions, 98 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
347
Holders Change
-6
Holders Change %
-1.7%
% of All Funds
4.71%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
54
Increased
152
Reduced
98
Closed
54
Calls
$2.47M
Puts
$1.26M
Net Calls
+$1.21M
Net Calls Change
+$1.32M

Top Buyers

1
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
+$433M
2
CIP
Champlain Investment Partners
Vermont
+$113M
3
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
+$73.5M
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$56.4M
5
WA
Wasatch Advisors
Utah
+$41.6M

Top Sellers

1
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$42.5M
2
Goldman Sachs
Goldman Sachs
New York
-$34.1M
3
Macquarie Group
Macquarie Group
Australia
-$20.1M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$16.5M
5
Federated Hermes
Federated Hermes
Pennsylvania
-$15.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
276
Clearstead Advisors
Ohio
$23.9K – – –
RWS
277
Retirement Wealth Solutions
Wisconsin
$23.3K – – –
RA
278
Rise Advisors
New York
$22.4K +$5.93K +40 +36%
CA
279
Continuum Advisory
Idaho
$21.9K – – –
Acadian Asset Management
280
Acadian Asset Management
Massachusetts
$20K – – –
PTC
281
Private Trust Company
Ohio
$18.9K +$15.5K +104 +452%
SAM
282
Smartleaf Asset Management
Massachusetts
$18.8K +$3.68K +25 +24%
Mitsubishi UFJ Asset Management
283
Mitsubishi UFJ Asset Management
Japan
$16.4K – – –
Optiver Holding
284
Optiver Holding
Netherlands
$16.1K +$16.1K +108 New
Jones Financial Companies
285
Jones Financial Companies
Missouri
$14.9K -$441 -3 -3%
BIG
286
Brooklyn Investment Group
New York
$13.8K +$13.4K +90 +3,000%
Group One Trading
287
Group One Trading
Illinois
$13.8K +$13.8K +93 New
IHWM
288
Iron Horse Wealth Management
Iowa
$12.6K – – –
RIL
289
Rothschild Investment LLC
Illinois
$12.2K +$5.2K +35 +74%
PPC
290
Park Place Capital
Alabama
$11.6K +$10.3K +69 +767%
CPG
291
Cornerstone Planning Group
New Jersey
$11.4K +$11.4K +79 New
KIM
292
Kestra Investment Management
Texas
$11K +$11K +74 New
FFA
293
Farther Finance Advisors
California
$10.2K -$35.5K -232 -78%
SWM
294
Spire Wealth Management
Virginia
$10.1K +$10.1K +68 New
MCM
295
MAI Capital Management
Ohio
$9.66K -$1.93K -13 -17%
AWM
296
Accredited Wealth Management
Kentucky
$9.55K +$9.55K +64 New
SPIA
297
Steward Partners Investment Advisory
New York
$7.88K – – –
MSWA
298
Marshall & Sterling Wealth Advisors
New York
$7.58K +$7.58K +51 New
WSFS
299
Wilmington Savings Fund Society
Delaware
$7.29K +$7.29K +49 New
VWWMG
300
Vermillion & White Wealth Management Group
Pennsylvania
$6.99K +$6.99K +47 New
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