HLNE icon

Hamilton Lane

375 hedge funds and large institutions have $5.65B invested in Hamilton Lane in 2025 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 130 increasing their positions, 148 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

less capital invested

Capital invested by funds: $ → $

less first-time investments, than exits

New positions opened: | Existing positions closed:

less funds holding

Funds holding:

4.52% less ownership

Funds ownership: 100.79%96.26% (-4.5%)

12% less repeat investments, than reductions

Existing positions increased: 130 | Existing positions reduced: 148

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
375
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.31M
Puts
$337K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HWM
351
Hemington Wealth Management
Virginia
$3K
CA
352
CoreCap Advisors
Michigan
$2.7K
JWM
353
JPL Wealth Management
Colorado
$2.7K
CT
354
Colonial Trust
South Carolina
$2.65K
WWM
355
Wolff Wiese Magana
California
$2.56K
SC
356
SouthState Corp
Florida
$2.16K
JWA
357
JFS Wealth Advisors
Pennsylvania
$2.02K
Q1WB
358
Quest 10 Wealth Builders
Virginia
$1.75K
AFG
359
Albion Financial Group
Utah
$1.62K
NC
360
North Capital
Utah
$1.48K
HNW
361
High Note Wealth
Minnesota
$1.35K
DPW
362
DiNuzzo Private Wealth
Pennsylvania
$1.08K
FFO
363
Fortitude Family Office
Arizona
$1.08K
MCM
364
Manchester Capital Management
Vermont
$809
SS
365
SBI Securities
Japan
$674
PWA
366
Physician Wealth Advisors
Utah
$674
BHWM
367
Bay Harbor Wealth Management
Maryland
$540
CFO
368
CVA Family Office
Colorado
$539
SIC
369
SJS Investment Consulting
Ohio
$405
TIM
370
Tortoise Investment Management
New York
$404
HIA
371
HFM Investment Advisors
New Jersey
$270
RWM
372
Rialto Wealth Management
New York
$270
TWD
373
True Wealth Design
Ohio
$135
TFM
374
TFC Financial Management
Massachusetts
$135
Norges Bank
375
Norges Bank
Norway