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Hamilton Lane

353 hedge funds and large institutions have $5.98B invested in Hamilton Lane in 2024 Q4 according to their latest regulatory filings, with 76 funds opening new positions, 125 increasing their positions, 114 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
353
Holders Change
+35
Holders Change %
+11.01%
% of All Funds
4.7%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
76
Increased
125
Reduced
114
Closed
37
Calls
$1.91M
Puts
$2.01M
Net Calls
-$105K
Net Calls Change
+$3.41M
Name Holding Trade Value Shares
Change
Shares
Change %
TPCW
326
TD Private Client Wealth
New York
$3.41K +$148 +1 +5%
PTC
327
Private Trust Company
Ohio
$3.41K +$3.41K +23 New
SSG
328
Summit Securities Group
New York
$3.11K +$3.11K +21 New
LFA
329
LGT Financial Advisors
Texas
$2.81K +$2.81K +19 New
JWA
330
JFS Wealth Advisors
Pennsylvania
$2.67K +$444 +3 +20%
FG
331
Fairman Group
Pennsylvania
$2.08K -$2.08K -14 -50%
HWM
332
Hemington Wealth Management
Virginia
$2K +$800 +6 +67%
AFG
333
Albion Financial Group
Utah
$1.78K
LFG
334
Larson Financial Group
Missouri
$1.78K
LWANC
335
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.48K
RS
336
Rakuten Securities
Japan
$1.48K +$1.48K +10 New
PPC
337
Park Place Capital
Alabama
$1.33K
MAS
338
MPWM Advisory Solutions
Georgia
$1.18K +$1.18K +8 New
DPW
339
DiNuzzo Private Wealth
Pennsylvania
$1.04K
MCM
340
Manchester Capital Management
Vermont
$889
SS
341
SBI Securities
Japan
$888 +$888 +6 New
BF
342
BOK Financial
Oklahoma
$839 +$839 +6 New
SIC
343
SJS Investment Consulting
Ohio
$741 -$148 -1 -17%
NS
344
NBC Securities
Alabama
$668 -$772K -4,624 -100%
CFO
345
CVA Family Office
Colorado
$592
CSWM
346
Cassady Schiller Wealth Management
Ohio
$592 +$592 +4 New
BIG
347
Brooklyn Investment Group
New York
$445 +$445 +3 New
GFPC
348
Global Financial Private Client
Florida
$296 +$296 +2 New
NC
349
NewSquare Capital
Pennsylvania
$296 +$296 +2 New
TFM
350
TFC Financial Management
Massachusetts
$149