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Hamilton Lane

375 hedge funds and large institutions have $5.65B invested in Hamilton Lane in 2025 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 130 increasing their positions, 148 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

less capital invested

Capital invested by funds: $ → $

less first-time investments, than exits

New positions opened: | Existing positions closed:

less funds holding

Funds holding:

4.52% less ownership

Funds ownership: 100.79%96.26% (-4.5%)

12% less repeat investments, than reductions

Existing positions increased: 130 | Existing positions reduced: 148

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
375
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.31M
Puts
$337K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Mitsubishi UFJ Asset Management
326
Mitsubishi UFJ Asset Management
Japan
$14.8K
CA
327
Clearstead Advisors
Ohio
$14K
Group One Trading
328
Group One Trading
Illinois
$13.5K
DB
329
Danske Bank
Denmark
$13.5K
WT
330
Whittier Trust
California
$13.4K
Jones Financial Companies
331
Jones Financial Companies
Missouri
$13K
Northwestern Mutual Wealth Management
332
Northwestern Mutual Wealth Management
Wisconsin
$12.5K
MSWA
333
Marshall & Sterling Wealth Advisors
New York
$11.1K
CIBC Private Wealth Group
334
CIBC Private Wealth Group
Georgia
$11.1K
SWM
335
Spire Wealth Management
Virginia
$9.17K
RFP
336
Root Financial Partners
California
$9.17K
MCM
337
MAI Capital Management
Ohio
$8.76K
WANY
338
Wealthspire Advisors (New York)
New York
$8.63K
CFG
339
Clayton Financial Group
Missouri
$6.88K
WA
340
WPG Advisers
Maryland
$6.07K
SL
341
Salomon & Ludwin
Virginia
$5.87K
MEG
342
Millstone Evans Group
Colorado
$5.12K
TFA
343
Transamerica Financial Advisors
Florida
$4.75K
FMII
344
Farmers & Merchants Investments Inc
Nebraska
$4.72K
CTC
345
Central Trust Company
Missouri
$3.91K
LFG
346
Larson Financial Group
Missouri
$3.91K
FNWA
347
Financial Network Wealth Advisors
Utah
$3.79K
MG
348
Mather Group
Illinois
$3.37K
AF
349
Advisornet Financial
Minnesota
$3.23K
RS
350
Rakuten Securities
Japan
$3.1K