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Hamilton Lane

393 hedge funds and large institutions have $5.93B invested in Hamilton Lane in 2025 Q2 according to their latest regulatory filings, with 90 funds opening new positions, 125 increasing their positions, 137 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

105% more first-time investments, than exits

New positions opened: 90 | Existing positions closed: 44

39% more call options, than puts

Call options by funds: $2.27M | Put options by funds: $1.63M

12% more funds holding

Funds holding: 351393 (+42)

9% less repeat investments, than reductions

Existing positions increased: 125 | Existing positions reduced: 137

1.22% less ownership

Funds ownership: 102.01%100.8% (-1.2%)

10% less capital invested

Capital invested by funds: $6.57B → $5.93B (-$645M)

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
393
Holders Change
+42
Holders Change %
+11.97%
% of All Funds
5.17%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
90
Increased
125
Reduced
137
Closed
44
Calls
$2.27M
Puts
$1.63M
Net Calls
+$631K
Net Calls Change
-$580K
Name Holding Trade Value Shares
Change
Change in
Stake
NS
301
NBC Securities
Alabama
$77K -$561K -3,721 -87%
C
302
Covestor
United Kingdom
$69K +$10.7K +71 +17%
UB
303
UMB Bank
Missouri
$64.8K -$2.71K -18 -4%
S
304
SignatureFD
Georgia
$54.9K -$4.97K -33 -8%
WTC
305
WhitTier Trust Company
Nevada
$46.2K +$15.7K +104 +47%
GWM
306
Geneos Wealth Management
Colorado
$43.5K -$93.2K -618 -67%
BAMF
307
BI Asset Management Fondsmaeglerselskab
Denmark
$42K
Carson Wealth (CWM LLC)
308
Carson Wealth (CWM LLC)
Nebraska
$36K -$54.4K -361 -59%
HPC
309
HM Payson & Co
Maine
$35.5K +$37.7K +250 New
CIAM
310
Caitong International Asset Management
Hong Kong
$33.4K +$35.4K +235 New
CIAS
311
CBIZ Investment Advisory Services
Ohio
$31.3K -$10.3K -68 -24%
PFBT
312
Parkside Financial Bank & Trust
Missouri
$29K +$27.7K +184 +920%
VCM
313
Versant Capital Management
Arizona
$28.3K
CWP
314
Clark Wealth Partners
Illinois
$27.9K +$29.5K +196 New
Optiver Holding
315
Optiver Holding
Netherlands
$27K +$12.4K +82 +76%
BI
316
Binnacle Investments
Iowa
$25.7K -$3.17K -21 -10%
LI
317
LRI Investments
Florida
$25.6K -$45.5K -302 -63%
CA
318
Clearstead Advisors
Ohio
$24.3K +$1.51K +10 +6%
BIG
319
Brooklyn Investment Group
New York
$23K +$10.4K +69 +74%
SAM
320
Smartleaf Asset Management
Massachusetts
$22.1K +$3.77K +25 +20%
KIM
321
Kestra Investment Management
Texas
$21.5K +$11.2K +74 +100%
RA
322
Rise Advisors
New York
$21.5K
PTC
323
Private Trust Company
Ohio
$21.5K +$3.62K +24 +19%
GRP
324
Global Retirement Partners
California
$19.9K +$21.1K +140 New
RWS
325
Retirement Wealth Solutions
Wisconsin
$18.8K -$3.47K -23 -15%

HLNE Hedge Fund Activity: Q2 2025 in Review

393 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Hamilton Lane (HLNE) for Q2 2025, worth a combined $5.93B — down 9.8% from $6.57B a quarter earlier.

Buyers outnumbered sellers: 90 funds opened new HLNE positions and 44 closed out — a net gain of 46 holders — while 125 added to existing stakes and 137 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $97.6M. The largest seller was BlackRock, cutting an estimated $158M.

  • 393 institutional investors held Hamilton Lane (HLNE) as of Q2 2025, up from 351 in Q1 2025.
  • Funds reported $5.93B of Hamilton Lane stock for Q2 2025, down 9.8% quarter-over-quarter.
  • 90 funds opened new Hamilton Lane positions in Q2 2025 and 44 closed out, a net change of +46 holders.
  • The largest Hamilton Lane buyer in Q2 2025 was Citadel Advisors, an estimated $97.6M added.
  • The largest Hamilton Lane seller in Q2 2025 was BlackRock, an estimated $158M sold.

Based on aggregated 13F filings for Q2 2025.