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Hamilton Lane

388 hedge funds and large institutions have $5.92B invested in Hamilton Lane in 2025 Q2 according to their latest regulatory filings, with 89 funds opening new positions, 123 increasing their positions, 136 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
388
Holders Change
+41
Holders Change %
+11.82%
% of All Funds
5.2%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
89
Increased
123
Reduced
136
Closed
43
Calls
$2.27M
Puts
$1.63M
Net Calls
+$631K
Net Calls Change
-$580K
Name Holding Trade Value Shares
Change
Shares
Change %
WT
326
Whittier Trust
California
$14.9K +$14.9K +105 New
Group One Trading
327
Group One Trading
Illinois
$14.2K +$995 +7 +8%
Northwestern Mutual Wealth Management
328
Northwestern Mutual Wealth Management
Wisconsin
$13.8K +$9.95K +70 +259%
SPIA
329
Steward Partners Investment Advisory
New York
$13.4K +$5.83K +41 +77%
Jones Financial Companies
330
Jones Financial Companies
Missouri
$12.5K -$2.02K -14 -14%
IHWM
331
Iron Horse Wealth Management
Iowa
$12.1K
MSWA
332
Marshall & Sterling Wealth Advisors
New York
$11.7K +$4.41K +31 +61%
MCM
333
MAI Capital Management
Ohio
$11.2K +$1.99K +14 +22%
Acadian Asset Management
334
Acadian Asset Management
Massachusetts
$11K -$7.69K -58 -41%
BA
335
Bellwether Advisors
Nebraska
$10.8K +$10.8K +76 New
WSFS
336
Wilmington Savings Fund Society
Delaware
$10.1K +$3.13K +22 +45%
LWANC
337
Laurel Wealth Advisors (North Carolina)
North Carolina
$10K +$9.93K +1,412 +14,120%
PPC
338
Park Place Capital
Alabama
$9.99K -$1.3K -9 -12%
SWM
339
Spire Wealth Management
Virginia
$9.66K
FFA
340
Farther Finance Advisors
California
$9.32K -$141 -1 -1%
WA
341
WPG Advisers
Maryland
$7.53K -$17.8K -125 -70%
CPG
342
Cornerstone Planning Group
New Jersey
$6.92K -$5.51K -35 -44%
AAS
343
Ameritas Advisory Services
Nebraska
$6.82K +$6.82K +48 New
WA
344
Whipplewood Advisors
Colorado
$6.25K +$4.41K +31 +238%
PA
345
Parallel Advisors
California
$5.12K -$568 -4 -10%
WB
346
Webster Bank
Connecticut
$4.83K +$4.83K +34 New
FMII
347
Farmers & Merchants Investments Inc
Nebraska
$4.69K +$1.71K +12 +57%
CMBA
348
C.M. Bidwell & Associates
Hawaii
$4.41K
CIBC Private Wealth Group
349
CIBC Private Wealth Group
Georgia
$4.26K -$2.84K -20 -40%
CTC
350
Central Trust Company
Missouri
$4.12K