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Hamilton Lane

383 hedge funds and large institutions have $4.23B invested in Hamilton Lane in 2026 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 150 increasing their positions, 127 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more ownership

Funds ownership:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

1% less funds holding

Funds holding: 386383 (-3)

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
383
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
$855K
Puts
$4.9M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CA
326
Clearstead Advisors
Ohio
$7.85K
OCWP
327
Owl Creek Wealth Partners
Colorado
$6.96K
CIAS
328
CBIZ Investment Advisory Services
Ohio
$6.7K
RWS
329
Retirement Wealth Solutions
Wisconsin
$6.05K
CMA
330
Cedar Mountain Advisors
Oregon
$5.87K
JGCM
331
Joseph Group Capital Management
Ohio
$5.76K
ECSS
332
Eurizon Capital SGR SpA
$5.71K
KFAS
333
Keating Financial Advisory Services
Kansas
$5.57K
EWP
334
Elevation Wealth Partners
California
$5.07K
B
335
Bayban
Minnesota
$4.57K
LI
336
LRI Investments
Florida
$4.57K
JFA
337
JNBA Financial Advisors
Minnesota
$4.47K
WA
338
Whipplewood Advisors
Colorado
$4.37K
AF
339
Advisornet Financial
Minnesota
$3.78K
FNWA
340
Financial Network Wealth Advisors
Utah
$3.5K
CT
341
Colonial Trust
South Carolina
$3.5K
FMII
342
Farmers & Merchants Investments Inc
Nebraska
$3.48K
JWM
343
JPL Wealth Management
Colorado
$3.38K
WWM
344
Wolff Wiese Magana
California
$3.28K
CTC
345
Central Trust Company
Missouri
$3.18K
LFG
346
Larson Financial Group
Missouri
$3.18K
PFBT
347
Parkside Financial Bank & Trust
Missouri
$2.88K
RIL
348
Rothschild Investment LLC
Illinois
$2.88K
AFG
349
Albion Financial Group
Utah
$2.88K
CFO
350
CVA Family Office
Colorado
$2.68K