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Hamilton Lane

355 hedge funds and large institutions have $5.98B invested in Hamilton Lane in 2024 Q4 according to their latest regulatory filings, with 75 funds opening new positions, 126 increasing their positions, 115 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

97% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 38

10% more funds holding

Funds holding: 322355 (+33)

10% more repeat investments, than reductions

Existing positions increased: 126 | Existing positions reduced: 115

0.34% more ownership

Funds ownership: 96.29%96.63% (+0.34%)

5% less call options, than puts

Call options by funds: $1.91M | Put options by funds: $2.01M

9% less capital invested

Capital invested by funds: $6.57B → $5.98B (-$598M)

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
355
Holders Change
+33
Holders Change %
+10.25%
% of All Funds
4.68%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
75
Increased
126
Reduced
115
Closed
38
Calls
$1.91M
Puts
$2.01M
Net Calls
-$105K
Net Calls Change
+$3.41M
Name Holding Trade Value Shares
Change
Change in
Stake
AF
326
Allworth Financial
California
$4K
FGC
327
Financial Gravity Companies
Texas
$3.7K
TPCW
328
TD Private Client Wealth
New York
$3.4K +$178 +1 +5%
PTC
329
Private Trust Company
Ohio
$3.4K +$4.1K +23 New
SSG
330
Summit Securities Group
New York
$3.11K +$3.74K +21 New
LFA
331
LGT Financial Advisors
Texas
$2.81K +$3.39K +19 New
JWA
332
JFS Wealth Advisors
Pennsylvania
$2.67K +$535 +3 +20%
FG
333
Fairman Group
Pennsylvania
$2.08K -$2.5K -14 -50%
HWM
334
Hemington Wealth Management
Virginia
$2K +$1.07K +6 +67%
AFG
335
Albion Financial Group
Utah
$1.78K
LFG
336
Larson Financial Group
Missouri
$1.78K
LWANC
337
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.48K
RS
338
Rakuten Securities
Japan
$1.48K +$1.78K +10 New
PPC
339
Park Place Capital
Alabama
$1.33K
MAS
340
MPWM Advisory Solutions
Georgia
$1.18K +$1.43K +8 New
DPW
341
DiNuzzo Private Wealth
Pennsylvania
$1.04K
MCM
342
Manchester Capital Management
Vermont
$889
SS
343
SBI Securities
Japan
$888 +$1.07K +6 New
BF
344
BOK Financial
Oklahoma
$839 +$1.07K +6 New
SIC
345
SJS Investment Consulting
Ohio
$741 -$178 -1 -17%
NS
346
NBC Securities
Alabama
$668 -$824K -4,624 -100%
CFO
347
CVA Family Office
Colorado
$592
CSWM
348
Cassady Schiller Wealth Management
Ohio
$592 +$713 +4 New
BIG
349
Brooklyn Investment Group
New York
$445 +$535 +3 New
GFPC
350
Global Financial Private Client
Florida
$296 +$356 +2 New

HLNE Hedge Fund Activity: Q4 2024 in Review

355 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Hamilton Lane (HLNE) for Q4 2024, worth a combined $5.98B — down 9.1% from $6.57B a quarter earlier.

Buyers outnumbered sellers: 75 funds opened new HLNE positions and 38 closed out — a net gain of 37 holders — while 126 added to existing stakes and 115 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $160M. The largest seller was Citadel Advisors, cutting an estimated $78.5M.

  • 355 institutional investors held Hamilton Lane (HLNE) as of Q4 2024, up from 322 in Q3 2024.
  • Funds reported $5.98B of Hamilton Lane stock for Q4 2024, down 9.1% quarter-over-quarter.
  • 75 funds opened new Hamilton Lane positions in Q4 2024 and 38 closed out, a net change of +37 holders.
  • The largest Hamilton Lane buyer in Q4 2024 was T. Rowe Price Associates, an estimated $160M added.
  • The largest Hamilton Lane seller in Q4 2024 was Citadel Advisors, an estimated $78.5M sold.

Based on aggregated 13F filings for Q4 2024.