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Hamilton Lane

355 hedge funds and large institutions have $5.98B invested in Hamilton Lane in 2024 Q4 according to their latest regulatory filings, with 75 funds opening new positions, 126 increasing their positions, 115 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

97% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 38

10% more funds holding

Funds holding: 322355 (+33)

10% more repeat investments, than reductions

Existing positions increased: 126 | Existing positions reduced: 115

0.34% more ownership

Funds ownership: 96.29%96.63% (+0.34%)

5% less call options, than puts

Call options by funds: $1.91M | Put options by funds: $2.01M

9% less capital invested

Capital invested by funds: $6.57B → $5.98B (-$598M)

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
355
Holders Change
+33
Holders Change %
+10.25%
% of All Funds
4.68%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
75
Increased
126
Reduced
115
Closed
38
Calls
$1.91M
Puts
$2.01M
Net Calls
-$105K
Net Calls Change
+$3.41M
Name Holding Trade Value Shares
Change
Change in
Stake
NC
351
NewSquare Capital
Pennsylvania
$296 +$356 +2 New
TFM
352
TFC Financial Management
Massachusetts
$149
WCM
353
WealthTrak Capital Management
Virginia
$149 +$178 +1 New
A
354
AlphaQuest
New York
$148 -$110K -620 -100%
PWM
355
Parkworth Wealth Management
California
$148 +$178 +1 New
Select Equity Group
356
Select Equity Group
New York
-$44.1M -262,140 Closed
HF
357
HRT Financial
New York
-$7.32M -43,480 Closed
EGI
358
EAM Global Investors
California
-$4.49M -26,692 Closed
SSA
359
Schonfeld Strategic Advisors
New York
-$4.36M -25,867 Closed
DB
360
Danske Bank
Denmark
-$2.76M -16,401 Closed
CAM
361
Cresset Asset Management
Illinois
-$847K -5,016 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
362
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$758K -4,500 Closed
NYLIM
363
New York Life Investment Management
New York
-$680K -4,039 Closed
Wolverine Trading
364
Wolverine Trading
Illinois
-$589K -3,308 Closed
RA
365
Royce & Associates
New York
-$538K -3,193 Closed
CC
366
Corton Capital
Ontario, Canada
-$451K -2,677 Closed
Mackenzie Financial
367
Mackenzie Financial
Ontario, Canada
-$405K -2,407 Closed
MKA
368
M. Kulyk & Associates
Georgia
-$353K -2,097 Closed
VF
369
Virtu Financial
New York
-$310K -1,841 Closed
KeyBank National Association
370
KeyBank National Association
Ohio
-$299K -1,778 Closed
PTC
371
Petrus Trust Company
Texas
-$290K -1,724 Closed
CSPIA
372
Cary Street Partners Investment Advisory
Virginia
-$260K -1,544 Closed
IWM
373
IHT Wealth Management
Illinois
-$256K -1,524 Closed
CL
374
Choreo LLC
Illinois
-$246K -1,462 Closed
GT
375
Glenmede Trust
Pennsylvania
-$233K -1,386 Closed

HLNE Hedge Fund Activity: Q4 2024 in Review

355 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Hamilton Lane (HLNE) for Q4 2024, worth a combined $5.98B — down 9.1% from $6.57B a quarter earlier.

Buyers outnumbered sellers: 75 funds opened new HLNE positions and 38 closed out — a net gain of 37 holders — while 126 added to existing stakes and 115 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $160M. The largest seller was Citadel Advisors, cutting an estimated $78.5M.

  • 355 institutional investors held Hamilton Lane (HLNE) as of Q4 2024, up from 322 in Q3 2024.
  • Funds reported $5.98B of Hamilton Lane stock for Q4 2024, down 9.1% quarter-over-quarter.
  • 75 funds opened new Hamilton Lane positions in Q4 2024 and 38 closed out, a net change of +37 holders.
  • The largest Hamilton Lane buyer in Q4 2024 was T. Rowe Price Associates, an estimated $160M added.
  • The largest Hamilton Lane seller in Q4 2024 was Citadel Advisors, an estimated $78.5M sold.

Based on aggregated 13F filings for Q4 2024.