We are live on ! Find out more
HLNE icon

Hamilton Lane

385 hedge funds and large institutions have $4.23B invested in Hamilton Lane in 2026 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 150 increasing their positions, 128 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more repeat investments, than reductions

Existing positions increased: 150 | Existing positions reduced: 128

1.52% more ownership

Funds ownership: 95.28%96.8% (+1.5%)

6% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 72

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

1% less funds holding

Funds holding: 387385 (-2)

25% less capital invested

Capital invested by funds: $5.63B → $4.23B (-$1.4B)

83% less call options, than puts

Call options by funds: $855K | Put options by funds: $4.9M

Holders
385
Holders Change
-2
Holders Change %
-0.52%
% of All Funds
4.74%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
76
Increased
150
Reduced
128
Closed
72
Calls
$855K
Puts
$4.9M
Net Calls
-$4.04M
Net Calls Change
-$3.66M
Name Holding Trade Value Shares
Change
Change in
Stake
MCM
326
MAI Capital Management
Ohio
$8.09K +$4.91K +40 +98%
CA
327
Clearstead Advisors
Ohio
$7.85K -$96.8K -788 -91%
OCWP
328
Owl Creek Wealth Partners
Colorado
$6.96K +$8.6K +70 New
CIAS
329
CBIZ Investment Advisory Services
Ohio
$6.7K -$32.4K -264 -80%
RWS
330
Retirement Wealth Solutions
Wisconsin
$6.05K -$8.84K -72 -54%
CMA
331
Cedar Mountain Advisors
Oregon
$5.87K +$7.24K +59 New
JGCM
332
Joseph Group Capital Management
Ohio
$5.76K +$7.12K +58 New
ECSS
333
Eurizon Capital SGR SpA
$5.71K +$7.12K +58 New
KFAS
334
Keating Financial Advisory Services
Kansas
$5.57K -$4.79K -39 -41%
EWP
335
Elevation Wealth Partners
California
$5.07K +$6.26K +51 New
B
336
Bayban
Minnesota
$4.57K
LI
337
LRI Investments
Florida
$4.57K +$5.65K +46 New
JFA
338
JNBA Financial Advisors
Minnesota
$4.47K +$5.53K +45 New
WA
339
Whipplewood Advisors
Colorado
$4.37K +$5.4K +44 New
AF
340
Advisornet Financial
Minnesota
$3.78K +$1.97K +16 +73%
FNWA
341
Financial Network Wealth Advisors
Utah
$3.5K
CT
342
Colonial Trust
South Carolina
$3.5K +$1.84K +15 +75%
FMII
343
Farmers & Merchants Investments Inc
Nebraska
$3.48K
JWM
344
JPL Wealth Management
Colorado
$3.38K +$4.17K +34 New
WWM
345
Wolff Wiese Magana
California
$3.28K +$1.72K +14 +74%
CTC
346
Central Trust Company
Missouri
$3.18K +$368 +3 +10%
LFG
347
Larson Financial Group
Missouri
$3.18K +$368 +3 +10%
PFBT
348
Parkside Financial Bank & Trust
Missouri
$2.88K -$4.54K -37 -56%
RIL
349
Rothschild Investment LLC
Illinois
$2.88K -$614 -5 -15%
AFG
350
Albion Financial Group
Utah
$2.88K +$2.09K +17 +142%