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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
GWM
301
Geneos Wealth Management
Colorado
$19.1K +$1.43K +8 +7%
UB
302
UMB Bank
Missouri
$18.9K +$16.4K +92 +256%
Mitsubishi UFJ Asset Management
303
Mitsubishi UFJ Asset Management
Japan
$16.5K
RA
304
Rise Advisors
New York
$16.5K
Jones Financial Companies
305
Jones Financial Companies
Missouri
$15.4K +$15.5K +87 +512%
SAM
306
Smartleaf Asset Management
Massachusetts
$15.2K +$891 +5 +5%
C
307
Covestor
United Kingdom
$13K
IHWM
308
Iron Horse Wealth Management
Iowa
$12.6K
MCM
309
MAI Capital Management
Ohio
$11.5K +$13.9K +78 New
EWA
310
EverSource Wealth Advisors
Alabama
$8.44K +$713 +4 +8%
Twin Tree Management
311
Twin Tree Management
Texas
$8.29K +$9.98K +56 New
SPIA
312
Steward Partners Investment Advisory
New York
$7.85K +$9.45K +53 New
MPWT
313
MassMutual Private Wealth & Trust
Connecticut
$7.4K +$2.67K +15 +43%
AWM
314
Avior Wealth Management
Nebraska
$7.25K -$2.14K -12 -20%
RIL
315
Rothschild Investment LLC
Illinois
$6.96K +$2.14K +12 +34%
PA
316
Parallel Advisors
California
$6.81K
HIM
317
Hillsdale Investment Management
Ontario, Canada
$6.66K -$891 -5 -10%
WA
318
Whipplewood Advisors
Colorado
$6.51K +$7.84K +44 New
MG
319
Mather Group
Illinois
$5.63K +$6.77K +38 New
QL
320
Quarry LP
New York
$5.33K -$7.84K -44 -55%
CMBA
321
C.M. Bidwell & Associates
Hawaii
$5.18K
GRP
322
Global Retirement Partners
California
$4.44K
CIBC Private Wealth Group
323
CIBC Private Wealth Group
Georgia
$4.44K
CTC
324
Central Trust Company
Missouri
$4.29K
LC
325
Lindbrook Capital
California
$4.2K

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.