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Hamilton Lane

383 hedge funds and large institutions have $4.23B invested in Hamilton Lane in 2026 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 150 increasing their positions, 127 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more ownership

Funds ownership:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

1% less funds holding

Funds holding: 386383 (-3)

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
383
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$855K
Puts
$4.9M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
351
Activest Wealth Management
Florida
$2.58K
RFP
352
Root Financial Partners
California
$2.48K
MG
353
Mather Group
Illinois
$2.48K
SA
354
Scarborough Advisors
Maryland
$2.19K
SFS
355
Sunrise Financial Services
Washington
$2.09K
SS
356
SBI Securities
Japan
$1.89K
JWA
357
JFS Wealth Advisors
Pennsylvania
$1.79K
RCM
358
Raleigh Capital Management
North Carolina
$1.79K
MWA
359
Merkkuri Wealth Advisors
New York
$1.67K
CIAM
360
Caitong International Asset Management
Hong Kong
$1.39K
EP
361
Essential Partners
California
$994
BWL
362
Bogart Wealth LLC
Virginia
$994
MB
363
MidFirst Bank
Oklahoma
$895
QC
364
Quent Capital
New York
$895
MCM
365
Manchester Capital Management
Vermont
$796
PWPS
366
Pinnacle Wealth Planning Services
Ohio
$795
CH
367
Cromwell Holdings
Wyoming
$700
DPW
368
DiNuzzo Private Wealth
Pennsylvania
$597
FFO
369
Fortitude Family Office
Arizona
$596
MAM
370
Marquette Asset Management
Minnesota
$497
SC
371
SouthState Corp
Florida
$497
ZBNA
372
Zions Bancorporation, National Association
Utah
$398
IAAG
373
Innovative Asset Advisors Group
Connecticut
$300
SIC
374
SJS Investment Consulting
Ohio
$299
ACA
375
American Capital Advisory
Idaho
$299