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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
WA
376
WPG Advisers
Maryland
$537 -$5.16K -41 -91%
CFO
377
CVA Family Office
Colorado
$537 – – –
BWA
378
Basecamp Wealth Advisors
Washington
$537 +$503 +4 New
BHWM
379
Bay Harbor Wealth Management
Maryland
$403 -$126 -1 -25%
HIA
380
HFM Investment Advisors
New Jersey
$269 – – –
RWM
381
Rialto Wealth Management
New York
$269 – – –
HFS
382
Hughes Financial Services
Virginia
$269 +$251 +2 New
SWM
383
SHP Wealth Management
Massachusetts
$269 +$251 +2 New
TFM
384
TFC Financial Management
Massachusetts
$135 – – –
RS
385
Rakuten Securities
Japan
$134 -$2.77K -22 -96%
Toronto Dominion Bank
386
Toronto Dominion Bank
Ontario, Canada
$134 +$126 +1 New
DF
387
Dunhill Financial
United Kingdom
$115 +$126 +1 New
Loomis, Sayles & Company
388
Loomis, Sayles & Company
Massachusetts
– -$68.2M -505,796 Closed
Macquarie Group
389
Macquarie Group
Australia
– -$63.8M -473,321 Closed
D.E. Shaw & Co
390
D.E. Shaw & Co
New York
– -$7.26M -53,856 Closed
TC
391
TwinBeech Capital
New York
– -$5.4M -40,095 Closed
SPS
392
Susquehanna Portfolio Strategies
Pennsylvania
– -$3.39M -25,150 Closed
EF
393
Empowered Funds
Pennsylvania
– -$2.75M -20,421 Closed
CFM
394
Catalyst Funds Management
Australia
– -$2.45M -18,200 Closed
EP
395
Edgestream Partners
New Jersey
– -$2.39M -17,697 Closed
YIH
396
Y-Intercept (HK)
Hong Kong
– -$2.36M -17,478 Closed
JG
397
Jain Global
New York
– -$2.11M -15,633 Closed
OBAM
398
ODDO BHF Asset Management
France
– -$1.68M -12,485 Closed
MIM
399
Morningstar Investment Management
Illinois
– -$1.65M -12,235 Closed
Qube Research & Technologies (QRT)
400
Qube Research & Technologies (QRT)
United Kingdom
– -$1.45M -10,757 Closed
14 15
16
17 18

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.