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Hamilton Lane

373 hedge funds and large institutions have $5.64B invested in Hamilton Lane in 2025 Q3 according to their latest regulatory filings, with 53 funds opening new positions, 129 increasing their positions, 148 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

less capital invested

Capital invested by funds: $ → $

less first-time investments, than exits

New positions opened: | Existing positions closed:

less funds holding

Funds holding:

4.53% less ownership

Funds ownership: 100.79%96.26% (-4.5%)

13% less repeat investments, than reductions

Existing positions increased: 129 | Existing positions reduced: 148

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
373
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.31M
Puts
$337K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DB
326
Danske Bank
Denmark
$13.5K
WT
327
Whittier Trust
California
$13.4K
Jones Financial Companies
328
Jones Financial Companies
Missouri
$13K
Northwestern Mutual Wealth Management
329
Northwestern Mutual Wealth Management
Wisconsin
$12.5K
MSWA
330
Marshall & Sterling Wealth Advisors
New York
$11.1K
CIBC Private Wealth Group
331
CIBC Private Wealth Group
Georgia
$11.1K
SWM
332
Spire Wealth Management
Virginia
$9.17K
RFP
333
Root Financial Partners
California
$9.17K
MCM
334
MAI Capital Management
Ohio
$8.76K
WANY
335
Wealthspire Advisors (New York)
New York
$8.63K
CFG
336
Clayton Financial Group
Missouri
$6.88K
WA
337
WPG Advisers
Maryland
$6.07K
SL
338
Salomon & Ludwin
Virginia
$5.87K
MEG
339
Millstone Evans Group
Colorado
$5.12K
TFA
340
Transamerica Financial Advisors
Florida
$4.75K
FMII
341
Farmers & Merchants Investments Inc
Nebraska
$4.72K
CTC
342
Central Trust Company
Missouri
$3.91K
LFG
343
Larson Financial Group
Missouri
$3.91K
FNWA
344
Financial Network Wealth Advisors
Utah
$3.79K
MG
345
Mather Group
Illinois
$3.37K
AF
346
Advisornet Financial
Minnesota
$3.23K
RS
347
Rakuten Securities
Japan
$3.1K
HWM
348
Hemington Wealth Management
Virginia
$3K
CA
349
CoreCap Advisors
Michigan
$2.7K
JWM
350
JPL Wealth Management
Colorado
$2.7K