We are live on ! Find out more
HLNE icon

Hamilton Lane

322 hedge funds and large institutions have $6.57B invested in Hamilton Lane in 2024 Q3 according to their latest regulatory filings, with 71 funds opening new positions, 118 increasing their positions, 95 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more first-time investments, than exits

New positions opened: 71 | Existing positions closed: 41

44% more capital invested

Capital invested by funds: $4.56B → $6.57B (+$2.01B)

24% more repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 95

10% more funds holding

Funds holding: 294322 (+28)

5.2% more ownership

Funds ownership: 91.08%96.29% (+5.2%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

50% less call options, than puts

Call options by funds: $3.49M | Put options by funds: $7M

Holders
322
Holders Change
+28
Holders Change %
+9.52%
% of All Funds
4.62%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
71
Increased
118
Reduced
95
Closed
41
Calls
$3.49M
Puts
$7M
Net Calls
-$3.52M
Net Calls Change
-$4.64M
Name Holding Trade Value Shares
Change
Change in
Stake
FG
301
Fairman Group
Pennsylvania
$4.73K
LC
302
Lindbrook Capital
California
$4.71K +$1.74K +12 +75%
AF
303
Allworth Financial
California
$4.21K +$290 +2 +9%
FGC
304
Financial Gravity Companies
Texas
$4.21K +$3.62K +25 New
TPCW
305
TD Private Client Wealth
New York
$3.71K +$3.19K +22 New
BTI
306
Blue Trust Inc
Georgia
$3.21K +$579 +4 +18%
Jones Financial Companies
307
Jones Financial Companies
Missouri
$2.83K +$2.46K +17 New
JWA
308
JFS Wealth Advisors
Pennsylvania
$2.53K +$145 +1 +7%
AFG
309
Albion Financial Group
Utah
$2.02K
LFG
310
Larson Financial Group
Missouri
$2.02K +$1.74K +12 New
AF
311
Advisornet Financial
Minnesota
$1.68K
VCM
312
Versant Capital Management
Arizona
$1.68K
LWANC
313
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.68K +$1.45K +10 New
PPC
314
Park Place Capital
Alabama
$1.52K
DPW
315
DiNuzzo Private Wealth
Pennsylvania
$1.18K
MCM
316
Manchester Capital Management
Vermont
$1.01K
SIC
317
SJS Investment Consulting
Ohio
$1.01K
CPA
318
Capital Performance Advisors
California
$1.01K +$869 +6 New
HWM
319
Hemington Wealth Management
Virginia
$1K +$1.3K +9 New
CFO
320
CVA Family Office
Colorado
$674
CA
321
Claris Advisors
Missouri
$337 +$290 +2 New
TFM
322
TFC Financial Management
Massachusetts
$169
Balyasny Asset Management
323
Balyasny Asset Management
Illinois
-$33.5M -271,368 Closed
Qube Research & Technologies (QRT)
324
Qube Research & Technologies (QRT)
United Kingdom
-$15.4M -124,845 Closed
Holocene Advisors
325
Holocene Advisors
New York
-$13.9M -112,293 Closed

HLNE Hedge Fund Activity: Q3 2024 in Review

322 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in Hamilton Lane (HLNE) for Q3 2024, worth a combined $6.57B — up 44% from $4.56B a quarter earlier.

Buyers outnumbered sellers: 71 funds opened new HLNE positions and 41 closed out — a net gain of 30 holders — while 118 added to existing stakes and 95 trimmed.

The largest buyer was BlackRock, adding an estimated $266M. The largest seller was Vanguard Group, cutting an estimated $106M.

  • 322 institutional investors held Hamilton Lane (HLNE) as of Q3 2024, up from 294 in Q2 2024.
  • Funds reported $6.57B of Hamilton Lane stock for Q3 2024, up 44% quarter-over-quarter.
  • 71 funds opened new Hamilton Lane positions in Q3 2024 and 41 closed out, a net change of +30 holders.
  • The largest Hamilton Lane buyer in Q3 2024 was BlackRock, an estimated $266M added.
  • The largest Hamilton Lane seller in Q3 2024 was Vanguard Group, an estimated $106M sold.

Based on aggregated 13F filings for Q3 2024.