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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 %
WA
301
Whipplewood Advisors
Colorado
$6.54K -$15.6K -31 -70%
CIBC Private Wealth Group
302
CIBC Private Wealth Group
Georgia
$6.33K +$2.53K +20 +67%
PA
303
Parallel Advisors
California
$5.95K -$892 -6 -13%
LFG
304
Larson Financial Group
Missouri
$5.95K +$4.16K +28 +233%
MG
305
Mather Group
Illinois
$5.65K – – –
TPCW
306
TD Private Client Wealth
New York
$5.5K +$2.08K +14 +61%
CMBA
307
C.M. Bidwell & Associates
Hawaii
$4.61K -$595 -4 -11%
CTC
308
Central Trust Company
Missouri
$4.31K – – –
Northwestern Mutual Wealth Management
309
Northwestern Mutual Wealth Management
Wisconsin
$4.01K -$16.9K -114 -81%
HFS
310
Hantz Financial Services
Michigan
$4K +$4K +24 New
FGAM
311
Financial Gravity Asset Management
Texas
$3.72K +$3.72K +25 New
AF
312
Allworth Financial
California
$3.7K – – –
NC
313
NewSquare Capital
Pennsylvania
$3.27K +$2.97K +20 +1,000%
FMII
314
Farmers & Merchants Investments Inc
Nebraska
$3.12K +$3.12K +21 New
HWM
315
Hemington Wealth Management
Virginia
$3K +$1.04K +8 +53%
PFBT
316
Parkside Financial Bank & Trust
Missouri
$2.98K +$2.98K +20 New
SC
317
SouthState Corp
Florida
$2.83K +$2.83K +19 New
WWM
318
Wolff Wiese Magana
California
$2.83K +$2.83K +19 New
CHC
319
City Holding Co
West Virginia
$2.82K +$2.82K +19 New
CT
320
Colonial Trust
South Carolina
$2.73K +$2.73K +19 New
JWA
321
JFS Wealth Advisors
Pennsylvania
$2.68K – – –
LC
322
Lindbrook Capital
California
$2.44K -$1.83K -12 -43%
FNWA
323
Financial Network Wealth Advisors
Utah
$2.38K +$2.38K +16 New
SC
324
Stephens Consulting
Michigan
$2.23K +$2.23K +15 New
FG
325
Fairman Group
Pennsylvania
$2.08K -$2.08K -14 Closed
11 12
13
14 15