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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 %
CFO
376
CVA Family Office
Colorado
$568 -$426 -3 -43%
BFS
377
Bare Financial Services
Pennsylvania
$568 – – –
BHWM
378
Bay Harbor Wealth Management
Maryland
$427 +$285 +2 +200%
AT
379
Arlington Trust
Alabama
$426 +$426 +3 New
RWM
380
Rialto Wealth Management
New York
$285 +$285 +2 New
HIA
381
HFM Investment Advisors
New Jersey
$284 +$142 +1 +100%
TIM
382
Tortoise Investment Management
New York
$284 +$284 +2 New
WCM
383
WealthTrak Capital Management
Virginia
$143 -$572 -4 -80%
TFM
384
TFC Financial Management
Massachusetts
$143 – – –
TWD
385
True Wealth Design
Ohio
$143 +$143 +1 New
PWM
386
Parkworth Wealth Management
California
$142 – – –
RS
387
Rakuten Securities
Japan
$142 – – –
Fiera Capital (Canada)
388
Fiera Capital (Canada)
Quebec, Canada
– -$40.5M -272,646 Closed
Franklin Resources
389
Franklin Resources
California
– -$19.6M -131,720 Closed
AIM
390
Artemis Investment Management
United Kingdom
– -$17.6M -118,540 Closed
CF
391
Corebridge Financial
Texas
– -$9.96M -67,002 Closed
AI
392
Axiom Investors
Connecticut
– -$7.3M -49,102 Closed
AIMCA
393
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
– -$4.49M -30,205 Closed
Los Angeles Capital Management
394
Los Angeles Capital Management
California
– -$4.21M -28,313 Closed
IIM
395
INTECH Investment Management
Florida
– -$3.89M -26,167 Closed
EAM
396
EFG Asset Management
Oregon
– -$3.86M -25,965 Closed
Mirae Asset Global ETFs Holdings
397
Mirae Asset Global ETFs Holdings
Hong Kong
– -$3.51M -23,615 Closed
KWM
398
Kingsview Wealth Management
Oregon
– -$2.52M -16,943 Closed
Natixis Advisors
399
Natixis Advisors
Massachusetts
– -$2.24M -15,095 Closed
CWM
400
CIBC World Markets
New York
– -$1.31M -8,799 Closed
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