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Hamilton Lane

385 hedge funds and large institutions have $4.23B invested in Hamilton Lane in 2026 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 150 increasing their positions, 128 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more repeat investments, than reductions

Existing positions increased: 150 | Existing positions reduced: 128

1.52% more ownership

Funds ownership: 95.28%96.8% (+1.5%)

6% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 72

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

1% less funds holding

Funds holding: 387385 (-2)

25% less capital invested

Capital invested by funds: $5.63B → $4.23B (-$1.4B)

83% less call options, than puts

Call options by funds: $855K | Put options by funds: $4.9M

Holders
385
Holders Change
-2
Holders Change %
-0.52%
% of All Funds
4.74%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
76
Increased
150
Reduced
128
Closed
72
Calls
$855K
Puts
$4.9M
Net Calls
-$4.04M
Net Calls Change
-$3.66M
Name Holding Trade Value Shares
Change
Change in
Stake
CAPTRUST Financial Advisors
426
CAPTRUST Financial Advisors
North Carolina
-$248K -1,848 Closed
PWP
427
Phillips Wealth Planners
Mississippi
-$281K -1,839 Closed
RS
428
R Squared
Hong Kong
-$236K -1,755 Closed
ATC
429
Argent Trust Co
Tennessee
-$235K -1,751 Closed
AIM
430
Aigen Investment Management
New York
-$230K -1,711 Closed
JF
431
Jump Financial
Illinois
-$228K -1,700 Closed
SI
432
Stephens Inc
Arkansas
-$227K -1,690 Closed
OIA
433
OneDigital Investment Advisors
Kansas
-$227K -1,687 Closed
MFG
434
Merit Financial Group
Georgia
-$224K -1,667 Closed
HKIMG
435
Hutchens & Kramer Investment Management Group
Indiana
-$223K -1,661 Closed
ProShare Advisors
436
ProShare Advisors
Maryland
-$220K -1,641 Closed
CL
437
Choreo LLC
Illinois
-$217K -1,595 Closed
ICM
438
Islay Capital Management
Texas
-$161K -1,200 Closed
KAS
439
Kestra Advisory Services
Texas
-$161K -1,199 Closed
HIA
440
Harbor Investment Advisory
Maryland
-$130K -967 Closed
Acadian Asset Management
441
Acadian Asset Management
Massachusetts
-$26K -200 Closed
A
442
AlphaQuest
New York
-$25.8K -192 Closed
ACM
443
Aster Capital Management
United Arab Emirates
-$25.5K -190 Closed
QL
444
Quarry LP
New York
-$18.8K -140 Closed
Nomura Asset Management
445
Nomura Asset Management
Japan
-$13.2K -98 Closed
QA
446
Quattro Advisors
Pennsylvania
-$4.72K -35 Closed
SGK
447
Steigerwald Gordon & Koch
Virginia
-$2.09K -17 Closed
LWANC
448
Laurel Wealth Advisors (North Carolina)
North Carolina
-$1.34K -10 Closed
BWA
449
Basecamp Wealth Advisors
Washington
-$537 -4 Closed
OC
450
Optima Capital
Oregon
-$539 -4 Closed