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Hamilton Lane

389 hedge funds and large institutions have $5.93B invested in Hamilton Lane in 2025 Q2 according to their latest regulatory filings, with 89 funds opening new positions, 123 increasing their positions, 137 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding

Funds holding:

less ownership

Funds ownership:

9% less capital invested

Capital invested by funds: $6.52B → $5.93B (-$588M)

10% less repeat investments, than reductions

Existing positions increased: 123 | Existing positions reduced: 137

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
389
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$2.27M
Puts
$1.63M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UB
301
UMB Bank
Missouri
$64.8K
S
302
SignatureFD
Georgia
$54.9K
WTC
303
WhitTier Trust Company
Nevada
$46.2K
GWM
304
Geneos Wealth Management
Colorado
$43.5K
BAMF
305
BI Asset Management Fondsmaeglerselskab
Denmark
$42K
Carson Wealth (CWM LLC)
306
Carson Wealth (CWM LLC)
Nebraska
$36K
HPC
307
HM Payson & Co
Maine
$35.5K
CIAM
308
Caitong International Asset Management
Hong Kong
$33.4K
CIAS
309
CBIZ Investment Advisory Services
Ohio
$31.3K
PFBT
310
Parkside Financial Bank & Trust
Missouri
$29K
VCM
311
Versant Capital Management
Arizona
$28.3K
Optiver Holding
312
Optiver Holding
Netherlands
$27K
BI
313
Binnacle Investments
Iowa
$25.7K
LI
314
LRI Investments
Florida
$25.6K
CA
315
Clearstead Advisors
Ohio
$24.3K
BIG
316
Brooklyn Investment Group
New York
$23K
SAM
317
Smartleaf Asset Management
Massachusetts
$22.1K
KIM
318
Kestra Investment Management
Texas
$21.5K
RA
319
Rise Advisors
New York
$21.5K
PTC
320
Private Trust Company
Ohio
$21.5K
GRP
321
Global Retirement Partners
California
$19.9K
RWS
322
Retirement Wealth Solutions
Wisconsin
$18.8K
CA
323
Centerpoint Advisors
Massachusetts
$17K
HFS
324
Hantz Financial Services
Michigan
$17K
MPWT
325
MassMutual Private Wealth & Trust
Connecticut
$16.1K