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Hamilton Lane
HLNE

Overview Fund Activity

388 hedge funds and large institutions have $5.92B invested in Hamilton Lane in 2025 Q2 according to their latest regulatory filings, with 89 funds opening new positions, 123 increasing their positions, 136 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
388
Holders Change
+41
Holders Change %
+11.82%
% of All Funds
5.2%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
89
Increased
123
Reduced
136
Closed
43
Calls
$2.27M
Puts
$1.63M
Net Calls
+$631K
Net Calls Change
-$580K

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
+$92M
2
CIP
Champlain Investment Partners
Vermont
+$39.6M
3
Capital World Investors
Capital World Investors
California
+$29.7M
4
Millennium Management
Millennium Management
New York
+$29M
5
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
+$24M

Top Sellers

1
BlackRock
BlackRock
New York
-$149M
2
FAM
Fred Alger Management
New York
-$73.9M
3
WA
Wasatch Advisors
Utah
-$70.6M
4
Invesco
Invesco
Georgia
-$56.3M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$41.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
FNWA
351
Financial Network Wealth Advisors
Utah
$3.98K +$1.71K +12 +75%
FDCDDQ
352
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.84K +$3.55K +25 +1,250%
AF
353
Allworth Financial
California
$3.55K – – –
AF
354
Advisornet Financial
Minnesota
$3.41K +$2.84K +20 +500%
LFG
355
Larson Financial Group
Missouri
$3.13K -$2.56K -18 -45%
CA
356
CoreCap Advisors
Michigan
$3.13K +$3.13K +22 New
HWM
357
Hemington Wealth Management
Virginia
$3K +$444 +4 +17%
Simplex Trading
358
Simplex Trading
Illinois
$3K +$3K +22 New
HNW
359
High Note Wealth
Minnesota
$2.99K +$2.99K +21 New
WWM
360
Wolff Wiese Magana
California
$2.7K – – –
CT
361
Colonial Trust
South Carolina
$2.67K – – –
SC
362
SouthState Corp
Florida
$2.27K -$426 -3 -16%
JWA
363
JFS Wealth Advisors
Pennsylvania
$2.27K -$284 -2 -11%
SS
364
SBI Securities
Japan
$2.27K +$1.42K +10 +167%
NC
365
NewSquare Capital
Pennsylvania
$1.99K -$1.14K -8 -36%
AFG
366
Albion Financial Group
Utah
$1.71K – – –
NC
367
North Capital
Utah
$1.42K – – –
MCM
368
Manchester Capital Management
Vermont
$1.14K – – –
DPW
369
DiNuzzo Private Wealth
Pennsylvania
$995 – – –
QL
370
Quarry LP
New York
$995 +$995 +7 New
BF
371
BOK Financial
Oklahoma
$853 – – –
FFO
372
Fortitude Family Office
Arizona
$853 +$853 +6 New
TPWA
373
Twin Peaks Wealth Advisors
California
$635 +$635 +4 New
HFS
374
Hughes Financial Services
Virginia
$626 +$626 +4 New
SIC
375
SJS Investment Consulting
Ohio
$569 -$142 -1 -20%
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15
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