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Hamilton Lane
HLNE

387 hedge funds and large institutions have $5.63B invested in Hamilton Lane in 2025 Q4 according to their latest regulatory filings, with 83 funds opening new positions, 142 increasing their positions, 126 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

19% more first-time investments, than exits

New positions opened: 83 | Existing positions closed: 70

13% more repeat investments, than reductions

Existing positions increased: 142 | Existing positions reduced: 126

1% more funds holding

Funds holding: 382 → 387 (+5)

0% less capital invested

Capital invested by funds: $5.65B → $5.63B (-$20.8M)

1.05% less ownership

Funds ownership: 96.34% → 95.28% (-1.1%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $389K

Holders
387
Holders Change
+5
Holders Change %
+1.31%
% of All Funds
4.71%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.02%
New
83
Increased
142
Reduced
126
Closed
70
Calls
–
Puts
$389K
Net Calls
-$389K
Net Calls Change
-$1.36M

Top Buyers

1
Principal Financial Group
Principal Financial Group
Iowa
+$81.6M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$51.4M
3
Westfield Capital Management
Westfield Capital Management
Massachusetts
+$45.7M
4
VNIM
Vaughan Nelson Investment Management
Texas
+$38.3M
5
DRZID
DePrince Race & Zollo Inc (DRZ)
Florida
+$37.9M

Top Sellers

1
Millennium Management
Millennium Management
New York
-$130M
2
Invesco
Invesco
Georgia
-$126M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$99.2M
4
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
-$68.2M
5
Macquarie Group
Macquarie Group
Australia
-$63.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
AF
326
Allworth Financial
California
$23K +$7.29K +58 +51%
FHC
327
First Horizon Corporation
Tennessee
$22.6K -$7.92K -63 -27%
CA
328
Centerpoint Advisors
Massachusetts
$22K +$5.41K +43 +36%
IA
329
IFP Advisors
Florida
$21.6K +$3.27K +26 +19%
AA
330
Ancora Advisors
Ohio
$20.3K +$19K +151 New
CIBC Private Wealth Group
331
CIBC Private Wealth Group
Georgia
$19.7K +$8.17K +65 +79%
QL
332
Quarry LP
New York
$18.8K -$5.78K -46 -25%
MPWT
333
MassMutual Private Wealth & Trust
Connecticut
$18.5K +$3.14K +25 +22%
RWS
334
Retirement Wealth Solutions
Wisconsin
$17.8K – – –
CWP
335
Clark Wealth Partners
Illinois
$17.5K – – –
Northwestern Mutual Wealth Management
336
Northwestern Mutual Wealth Management
Wisconsin
$16.1K +$3.4K +27 +29%
WT
337
Whittier Trust
California
$15.4K – – –
Mitsubishi UFJ Asset Management
338
Mitsubishi UFJ Asset Management
Japan
$15K – – –
SAG
339
SageView Advisory Group
California
$14.2K +$13.3K +106 New
Jones Financial Companies
340
Jones Financial Companies
Missouri
$13.3K +$880 +7 +8%
Nomura Asset Management
341
Nomura Asset Management
Japan
$13.2K -$355K -2,826 -97%
KFAS
342
Keating Financial Advisory Services
Kansas
$12.8K +$11.9K +95 New
EP
343
Essential Partners
California
$11.1K +$10.4K +83 New
EF
344
Entrust Financial
Pennsylvania
$9.67K +$9.05K +72 New
PFBT
345
Parkside Financial Bank & Trust
Missouri
$8.87K +$8.3K +66 New
VCM
346
Versant Capital Management
Arizona
$8.19K -$17.4K -138 -69%
TFA
347
Transamerica Financial Advisors
Florida
$7.99K +$2.89K +23 +64%
RFP
348
Root Financial Partners
California
$6.98K -$2.01K -16 -24%
B
349
Bayban
Minnesota
$6.18K +$5.78K +46 New
MCM
350
MAI Capital Management
Ohio
$5.51K -$3.02K -24 -37%
12 13
14
15 16

HLNE Hedge Fund Activity: Q4 2025 in Review

387 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Hamilton Lane (HLNE) for Q4 2025, worth a combined $5.63B — down 0.37% from $5.65B a quarter earlier.

Buyers outnumbered sellers: 83 funds opened new HLNE positions and 70 closed out — a net gain of 13 holders — while 142 added to existing stakes and 126 trimmed.

The largest buyer was Principal Financial Group, adding an estimated $81.6M. The largest seller was Millennium Management, cutting an estimated $130M.

  • 387 institutional investors held Hamilton Lane (HLNE) as of Q4 2025, up from 382 in Q3 2025.
  • Funds reported $5.63B of Hamilton Lane stock for Q4 2025, down 0.37% quarter-over-quarter.
  • 83 funds opened new Hamilton Lane positions in Q4 2025 and 70 closed out, a net change of +13 holders.
  • The largest Hamilton Lane buyer in Q4 2025 was Principal Financial Group, an estimated $81.6M added.
  • The largest Hamilton Lane seller in Q4 2025 was Millennium Management, an estimated $130M sold.

Based on aggregated 13F filings for Q4 2025.