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Hamilton Lane
HLNE

387 hedge funds and large institutions have $5.63B invested in Hamilton Lane in 2025 Q4 according to their latest regulatory filings, with 83 funds opening new positions, 142 increasing their positions, 126 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

19% more first-time investments, than exits

New positions opened: 83 | Existing positions closed: 70

13% more repeat investments, than reductions

Existing positions increased: 142 | Existing positions reduced: 126

1% more funds holding

Funds holding: 382 → 387 (+5)

0% less capital invested

Capital invested by funds: $5.65B → $5.63B (-$20.8M)

1.05% less ownership

Funds ownership: 96.34% → 95.28% (-1.1%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $389K

Holders
387
Holders Change
+5
Holders Change %
+1.31%
% of All Funds
4.71%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.02%
New
83
Increased
142
Reduced
126
Closed
70
Calls
–
Puts
$389K
Net Calls
-$389K
Net Calls Change
-$1.36M

Top Buyers

1
Principal Financial Group
Principal Financial Group
Iowa
+$81.6M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$51.4M
3
Westfield Capital Management
Westfield Capital Management
Massachusetts
+$45.7M
4
VNIM
Vaughan Nelson Investment Management
Texas
+$38.3M
5
DRZID
DePrince Race & Zollo Inc (DRZ)
Florida
+$37.9M

Top Sellers

1
Millennium Management
Millennium Management
New York
-$130M
2
Invesco
Invesco
Georgia
-$126M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$99.2M
4
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
-$68.2M
5
Macquarie Group
Macquarie Group
Australia
-$63.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
TE
301
Tema ETFs
New York
$129K +$121K +960 New
SPIA
302
Steward Partners Investment Advisory
New York
$121K +$13K +103 +13%
QCG
303
Quadrant Capital Group
Ohio
$117K +$37.6K +299 +52%
CA
304
Clearstead Advisors
Ohio
$116K +$95.9K +763 +734%
SAM
305
Smartleaf Asset Management
Massachusetts
$111K +$27.2K +216 +36%
GI
306
GAMMA Investing
California
$101K -$11.9K -95 -11%
C
307
Covestor
United Kingdom
$100K -$17.7K -141 -16%
MLA
308
MB, Levis & Associates
Pennsylvania
$97K – – –
EWA
309
EverSource Wealth Advisors
Alabama
$81.9K -$14.5K -115 -16%
Nisa Investment Advisors
310
Nisa Investment Advisors
Missouri
$75.2K -$2.64K -21 -4%
AAP
311
Arax Advisory Partners
Colorado
$70.6K +$66.1K +526 New
HNB
312
Huntington National Bank
Ohio
$70.1K -$2.52K -20 -4%
HFS
313
Hantz Financial Services
Michigan
$68K +$37.3K +297 +139%
S
314
SignatureFD
Georgia
$66.8K +$15.7K +125 +34%
UB
315
UMB Bank
Missouri
$62.9K +$5.53K +44 +10%
WTC
316
WhitTier Trust Company
Nevada
$60.9K +$11.3K +90 +28%
HPC
317
HM Payson & Co
Maine
$45.9K +$1.76K +14 +4%
CIAS
318
CBIZ Investment Advisory Services
Ohio
$44.6K +$5.78K +46 +16%
Fifth Third Bancorp
319
Fifth Third Bancorp
Ohio
$44.6K -$5.66K -45 -12%
PA
320
Parallel Advisors
California
$32.4K +$13.6K +108 +81%
CPG
321
Cornerstone Planning Group
New Jersey
$29.4K +$126 +1 +0.5%
Acadian Asset Management
322
Acadian Asset Management
Massachusetts
$26K +$25.1K +200 New
A
323
AlphaQuest
New York
$25.8K -$61.7K -491 -72%
ACM
324
Aster Capital Management
United Arab Emirates
$25.5K -$16.2K -129 -40%
PTC
325
Private Trust Company
Ohio
$25.3K +$4.65K +37 +25%
11 12
13
14 15

HLNE Hedge Fund Activity: Q4 2025 in Review

387 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Hamilton Lane (HLNE) for Q4 2025, worth a combined $5.63B — down 0.37% from $5.65B a quarter earlier.

Buyers outnumbered sellers: 83 funds opened new HLNE positions and 70 closed out — a net gain of 13 holders — while 142 added to existing stakes and 126 trimmed.

The largest buyer was Principal Financial Group, adding an estimated $81.6M. The largest seller was Millennium Management, cutting an estimated $130M.

  • 387 institutional investors held Hamilton Lane (HLNE) as of Q4 2025, up from 382 in Q3 2025.
  • Funds reported $5.63B of Hamilton Lane stock for Q4 2025, down 0.37% quarter-over-quarter.
  • 83 funds opened new Hamilton Lane positions in Q4 2025 and 70 closed out, a net change of +13 holders.
  • The largest Hamilton Lane buyer in Q4 2025 was Principal Financial Group, an estimated $81.6M added.
  • The largest Hamilton Lane seller in Q4 2025 was Millennium Management, an estimated $130M sold.

Based on aggregated 13F filings for Q4 2025.