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Hamilton Lane

351 hedge funds and large institutions have $6.57B invested in Hamilton Lane in 2025 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 155 increasing their positions, 100 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

96% more call options, than puts

Call options by funds: $2.47M | Put options by funds: $1.26M

55% more repeat investments, than reductions

Existing positions increased: 155 | Existing positions reduced: 100

10% more capital invested

Capital invested by funds: $5.98B → $6.57B (+$596M)

5.38% more ownership

Funds ownership: 96.63%102.01% (+5.4%)

0% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 53

1% less funds holding

Funds holding: 355351 (-4)

Holders
351
Holders Change
-4
Holders Change %
-1.13%
% 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
53
Increased
155
Reduced
100
Closed
53
Calls
$2.47M
Puts
$1.26M
Net Calls
+$1.21M
Net Calls Change
+$1.32M
Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
301
Steward Partners Investment Advisory
New York
$7.88K
MSWA
302
Marshall & Sterling Wealth Advisors
New York
$7.58K +$7.77K +51 New
WSFS
303
Wilmington Savings Fund Society
Delaware
$7.29K +$7.47K +49 New
VWWMG
304
Vermillion & White Wealth Management Group
Pennsylvania
$6.99K +$7.16K +47 New
WA
305
Whipplewood Advisors
Colorado
$6.54K -$4.72K -31 -70%
CIBC Private Wealth Group
306
CIBC Private Wealth Group
Georgia
$6.33K +$3.05K +20 +67%
PA
307
Parallel Advisors
California
$5.95K -$914 -6 -13%
LFG
308
Larson Financial Group
Missouri
$5.95K +$4.27K +28 +233%
MG
309
Mather Group
Illinois
$5.65K
TPCW
310
TD Private Client Wealth
New York
$5.5K +$2.13K +14 +61%
CMBA
311
C.M. Bidwell & Associates
Hawaii
$4.61K -$610 -4 -11%
CTC
312
Central Trust Company
Missouri
$4.31K
Northwestern Mutual Wealth Management
313
Northwestern Mutual Wealth Management
Wisconsin
$4.01K -$17.4K -114 -81%
HFS
314
Hantz Financial Services
Michigan
$4K +$3.66K +24 New
FGAM
315
Financial Gravity Asset Management
Texas
$3.72K +$3.81K +25 New
AF
316
Allworth Financial
California
$3.7K
NC
317
NewSquare Capital
Pennsylvania
$3.27K +$3.05K +20 +1,000%
FMII
318
Farmers & Merchants Investments Inc
Nebraska
$3.12K +$3.2K +21 New
HWM
319
Hemington Wealth Management
Virginia
$3K +$1.22K +8 +53%
PFBT
320
Parkside Financial Bank & Trust
Missouri
$2.98K +$3.05K +20 New
SC
321
SouthState Corp
Florida
$2.83K +$2.9K +19 New
WWM
322
Wolff Wiese Magana
California
$2.83K +$2.9K +19 New
CHC
323
City Holding Co
West Virginia
$2.82K +$2.9K +19 New
CT
324
Colonial Trust
South Carolina
$2.73K +$2.9K +19 New
JWA
325
JFS Wealth Advisors
Pennsylvania
$2.68K

HLNE Hedge Fund Activity: Q1 2025 in Review

351 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Hamilton Lane (HLNE) for Q1 2025, worth a combined $6.57B — up 10% from $5.98B a quarter earlier.

Fund positioning in HLNE was balanced in Q1 2025: 53 funds opened new positions, 53 closed out, 155 added to existing stakes and 100 trimmed.

The largest buyer was Kayne Anderson Rudnick Investment Management, opening a new position worth an estimated $444M. The largest seller was Lord, Abbett & Co, exiting entirely with an estimated $42.5M sold.

  • 351 institutional investors held Hamilton Lane (HLNE) as of Q1 2025, down from 355 in Q4 2024.
  • Funds reported $6.57B of Hamilton Lane stock for Q1 2025, up 10% quarter-over-quarter.
  • 53 funds opened new Hamilton Lane positions in Q1 2025 and 53 closed out, a net change of 0 holders.
  • The largest Hamilton Lane buyer in Q1 2025 was Kayne Anderson Rudnick Investment Management, an estimated $444M added.
  • The largest Hamilton Lane seller in Q1 2025 was Lord, Abbett & Co, an estimated $42.5M sold.

Based on aggregated 13F filings for Q1 2025.