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Hamilton Lane

385 hedge funds and large institutions have $4.23B invested in Hamilton Lane in 2026 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 150 increasing their positions, 128 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more repeat investments, than reductions

Existing positions increased: 150 | Existing positions reduced: 128

1.52% more ownership

Funds ownership: 95.28%96.8% (+1.5%)

6% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 72

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

1% less funds holding

Funds holding: 387385 (-2)

25% less capital invested

Capital invested by funds: $5.63B → $4.23B (-$1.4B)

83% less call options, than puts

Call options by funds: $855K | Put options by funds: $4.9M

Holders
385
Holders Change
-2
Holders Change %
-0.52%
% of All Funds
4.74%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
76
Increased
150
Reduced
128
Closed
72
Calls
$855K
Puts
$4.9M
Net Calls
-$4.04M
Net Calls Change
-$3.66M
Name Holding Trade Value Shares
Change
Change in
Stake
CFO
351
CVA Family Office
Colorado
$2.68K +$2.82K +23 +575%
AWM
352
Activest Wealth Management
Florida
$2.58K +$3.19K +26 New
RFP
353
Root Financial Partners
California
$2.48K -$3.31K -27 -52%
MG
354
Mather Group
Illinois
$2.48K +$3.07K +25 New
SA
355
Scarborough Advisors
Maryland
$2.19K +$2.7K +22 New
SFS
356
Sunrise Financial Services
Washington
$2.09K
SS
357
SBI Securities
Japan
$1.89K +$1.72K +14 +280%
JWA
358
JFS Wealth Advisors
Pennsylvania
$1.79K -$368 -3 -14%
RCM
359
Raleigh Capital Management
North Carolina
$1.79K +$2.21K +18 New
MWA
360
Merkkuri Wealth Advisors
New York
$1.67K +$2.09K +17 New
NA
361
NewEdge Advisors
Louisiana
$1.59K +$1.97K +16 New
CIAM
362
Caitong International Asset Management
Hong Kong
$1.39K +$1.72K +14 New
EP
363
Essential Partners
California
$994 -$8.96K -73 -88%
BWL
364
Bogart Wealth LLC
Virginia
$994 +$1.23K +10 New
MB
365
MidFirst Bank
Oklahoma
$895
QC
366
Quent Capital
New York
$895 +$1.1K +9 New
MCM
367
Manchester Capital Management
Vermont
$796 +$246 +2 +33%
PWPS
368
Pinnacle Wealth Planning Services
Ohio
$795 +$982 +8 New
CH
369
Cromwell Holdings
Wyoming
$700 +$368 +3 +75%
DPW
370
DiNuzzo Private Wealth
Pennsylvania
$597 -$123 -1 -14%
FFO
371
Fortitude Family Office
Arizona
$596 +$737 +6 New
MAM
372
Marquette Asset Management
Minnesota
$497 +$614 +5 New
SC
373
SouthState Corp
Florida
$497 +$614 +5 New
ZBNA
374
Zions Bancorporation, National Association
Utah
$398 -$1.47K -12 -75%
IAAG
375
Innovative Asset Advisors Group
Connecticut
$300 +$368 +3 New