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Hamilton Lane

381 hedge funds and large institutions have $5.65B invested in Hamilton Lane in 2025 Q3 according to their latest regulatory filings, with 53 funds opening new positions, 131 increasing their positions, 150 reducing their positions, and 57 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:

4.46% less ownership

Funds ownership: 100.79%96.33% (-4.5%)

13% less repeat investments, than reductions

Existing positions increased: 131 | Existing positions reduced: 150

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
381
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
RWS
326
Retirement Wealth Solutions
Wisconsin
$17.9K
CWP
327
Clark Wealth Partners
Illinois
$17.5K
CA
328
Centerpoint Advisors
Massachusetts
$16K
AF
329
Allworth Financial
California
$15.2K
MPWT
330
MassMutual Private Wealth & Trust
Connecticut
$15.2K
Mitsubishi UFJ Asset Management
331
Mitsubishi UFJ Asset Management
Japan
$14.8K
CA
332
Clearstead Advisors
Ohio
$14K
DB
333
Danske Bank
Denmark
$13.5K
Group One Trading
334
Group One Trading
Illinois
$13.5K
WT
335
Whittier Trust
California
$13.4K
Jones Financial Companies
336
Jones Financial Companies
Missouri
$13K
Northwestern Mutual Wealth Management
337
Northwestern Mutual Wealth Management
Wisconsin
$12.5K
MSWA
338
Marshall & Sterling Wealth Advisors
New York
$11.1K
CIBC Private Wealth Group
339
CIBC Private Wealth Group
Georgia
$11.1K
SWM
340
Spire Wealth Management
Virginia
$9.17K
RFP
341
Root Financial Partners
California
$9.17K
MCM
342
MAI Capital Management
Ohio
$8.76K
WANY
343
Wealthspire Advisors (New York)
New York
$8.63K
CFG
344
Clayton Financial Group
Missouri
$6.88K
WA
345
WPG Advisers
Maryland
$6.07K
SL
346
Salomon & Ludwin
Virginia
$5.87K
MEG
347
Millstone Evans Group
Colorado
$5.12K
TFA
348
Transamerica Financial Advisors
Florida
$4.75K
FMII
349
Farmers & Merchants Investments Inc
Nebraska
$4.72K
CTC
350
Central Trust Company
Missouri
$3.91K