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Hamilton Lane
HLNE

387 hedge funds and large institutions have $5.63B invested in Hamilton Lane in 2025 Q4 according to their latest regulatory filings, with 83 funds opening new positions, 142 increasing their positions, 126 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

19% more first-time investments, than exits

New positions opened: 83 | Existing positions closed: 70

13% more repeat investments, than reductions

Existing positions increased: 142 | Existing positions reduced: 126

1% more funds holding

Funds holding: 382 → 387 (+5)

0% less capital invested

Capital invested by funds: $5.65B → $5.63B (-$20.8M)

1.05% less ownership

Funds ownership: 96.34% → 95.28% (-1.1%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $389K

Holders
387
Holders Change
+5
Holders Change %
+1.31%
% of All Funds
4.71%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.02%
New
83
Increased
142
Reduced
126
Closed
70
Calls
–
Puts
$389K
Net Calls
-$389K
Net Calls Change
-$1.36M

Top Buyers

1
Principal Financial Group
Principal Financial Group
Iowa
+$81.6M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$51.4M
3
Westfield Capital Management
Westfield Capital Management
Massachusetts
+$45.7M
4
VNIM
Vaughan Nelson Investment Management
Texas
+$38.3M
5
DRZID
DePrince Race & Zollo Inc (DRZ)
Florida
+$37.9M

Top Sellers

1
Millennium Management
Millennium Management
New York
-$130M
2
Invesco
Invesco
Georgia
-$126M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$99.2M
4
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
-$68.2M
5
Macquarie Group
Macquarie Group
Australia
-$63.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
FNWA
351
Financial Network Wealth Advisors
Utah
$4.72K +$880 +7 +25%
QA
352
Quattro Advisors
Pennsylvania
$4.72K +$4.4K +35 New
FMII
353
Farmers & Merchants Investments Inc
Nebraska
$4.7K – – –
RIL
354
Rothschild Investment LLC
Illinois
$4.57K +$4.28K +34 New
CTC
355
Central Trust Company
Missouri
$3.9K – – –
LFG
356
Larson Financial Group
Missouri
$3.9K – – –
CA
357
CoreCap Advisors
Michigan
$3.49K +$754 +6 +30%
CI
358
CX Institutional
Indiana
$3K +$3.02K +24 New
AF
359
Advisornet Financial
Minnesota
$2.96K -$251 -2 -8%
JWA
360
JFS Wealth Advisors
Pennsylvania
$2.82K +$754 +6 +40%
SFS
361
Sunrise Financial Services
Washington
$2.82K +$2.64K +21 New
CT
362
Colonial Trust
South Carolina
$2.64K – – –
WWM
363
Wolff Wiese Magana
California
$2.55K – – –
SIC
364
SJS Investment Consulting
Ohio
$2.42K +$1.89K +15 +500%
SGK
365
Steigerwald Gordon & Koch
Virginia
$2.28K +$2.14K +17 New
ZBNA
366
Zions Bancorporation, National Association
Utah
$2.15K +$2.01K +16 New
AFG
367
Albion Financial Group
Utah
$1.61K – – –
LWANC
368
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.34K +$1.26K +10 New
MB
369
MidFirst Bank
Oklahoma
$1.21K +$1.13K +9 New
DPW
370
DiNuzzo Private Wealth
Pennsylvania
$941 – – –
MCM
371
Manchester Capital Management
Vermont
$806 – – –
SS
372
SBI Securities
Japan
$672 – – –
CH
373
Cromwell Holdings
Wyoming
$539 +$503 +4 New
OC
374
Optima Capital
Oregon
$539 +$503 +4 New
PWA
375
Physician Wealth Advisors
Utah
$538 -$126 -1 -20%
13 14
15
16 17

HLNE Hedge Fund Activity: Q4 2025 in Review

387 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Hamilton Lane (HLNE) for Q4 2025, worth a combined $5.63B — down 0.37% from $5.65B a quarter earlier.

Buyers outnumbered sellers: 83 funds opened new HLNE positions and 70 closed out — a net gain of 13 holders — while 142 added to existing stakes and 126 trimmed.

The largest buyer was Principal Financial Group, adding an estimated $81.6M. The largest seller was Millennium Management, cutting an estimated $130M.

  • 387 institutional investors held Hamilton Lane (HLNE) as of Q4 2025, up from 382 in Q3 2025.
  • Funds reported $5.63B of Hamilton Lane stock for Q4 2025, down 0.37% quarter-over-quarter.
  • 83 funds opened new Hamilton Lane positions in Q4 2025 and 70 closed out, a net change of +13 holders.
  • The largest Hamilton Lane buyer in Q4 2025 was Principal Financial Group, an estimated $81.6M added.
  • The largest Hamilton Lane seller in Q4 2025 was Millennium Management, an estimated $130M sold.

Based on aggregated 13F filings for Q4 2025.