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Hamilton Lane

385 hedge funds and large institutions have $4.23B invested in Hamilton Lane in 2026 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 150 increasing their positions, 128 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more repeat investments, than reductions

Existing positions increased: 150 | Existing positions reduced: 128

1.52% more ownership

Funds ownership: 95.28%96.8% (+1.5%)

6% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 72

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

1% less funds holding

Funds holding: 387385 (-2)

25% less capital invested

Capital invested by funds: $5.63B → $4.23B (-$1.4B)

83% less call options, than puts

Call options by funds: $855K | Put options by funds: $4.9M

Holders
385
Holders Change
-2
Holders Change %
-0.52%
% of All Funds
4.74%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
76
Increased
150
Reduced
128
Closed
72
Calls
$855K
Puts
$4.9M
Net Calls
-$4.04M
Net Calls Change
-$3.66M
Name Holding Trade Value Shares
Change
Change in
Stake
C
301
Covestor
United Kingdom
$33K -$50.8K -414 -55%
FHC
302
First Horizon Corporation
Tennessee
$26.5K +$12.2K +99 +59%
QCG
303
Quadrant Capital Group
Ohio
$25.7K -$75K -611 -70%
UB
304
UMB Bank
Missouri
$24.6K -$27.1K -221 -47%
VCM
305
Versant Capital Management
Arizona
$23.9K +$22K +179 +293%
SAM
306
Smartleaf Asset Management
Massachusetts
$21.3K -$73.7K -600 -73%
PTC
307
Private Trust Company
Ohio
$21K +$2.82K +23 +12%
CPG
308
Cornerstone Planning Group
New Jersey
$18.4K +$123 +1 +0.5%
PA
309
Parallel Advisors
California
$16.8K -$8.84K -72 -30%
AF
310
Allworth Financial
California
$16.8K -$246 -2 -1%
CA
311
Centerpoint Advisors
Massachusetts
$16K
BLC
312
Brown, Lisle/Cummings
Rhode Island
$15.5K +$19.2K +156 New
PIP
313
Philadelphia Investment Partners
New Jersey
$14.9K +$18.4K +150 New
BC
314
Bayforest Capital
United Kingdom
$14.2K +$17.6K +143 New
CWP
315
Clark Wealth Partners
Illinois
$13K
MPWT
316
MassMutual Private Wealth & Trust
Connecticut
$12.8K -$1.1K -9 -7%
EF
317
Entrust Financial
Pennsylvania
$12.3K +$6.38K +52 +72%
MEG
318
Millstone Evans Group
Colorado
$12.1K +$15K +122 New
CI
319
CX Institutional
Indiana
$12K +$11.7K +95 +396%
Mitsubishi UFJ Asset Management
320
Mitsubishi UFJ Asset Management
Japan
$10.9K
CA
321
CoreCap Advisors
Michigan
$10K +$9.21K +75 +288%
WT
322
Whittier Trust
California
$10K
PCM
323
Penserra Capital Management
California
$10K +$12.5K +102 New
IA
324
IFP Advisors
Florida
$9.64K -$7.86K -64 -40%
TFA
325
Transamerica Financial Advisors
Florida
$9.56K +$4.42K +36 +61%