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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
PAG
426
Private Advisor Group
New Jersey
– -$245K -1,820 Closed
Caisse de Depot et Placement du Quebec (CDPQ)
427
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
– -$226K -1,679 Closed
RCM
428
Requisite Capital Management
Texas
– -$217K -1,613 Closed
FCM
429
FJ Capital Management
Virginia
– -$217K -1,612 Closed
SCM
430
Shelton Capital Management
Colorado
– -$206K -1,529 Closed
CI Investments Inc
431
CI Investments Inc
Ontario, Canada
– -$171K -1,270 Closed
PS
432
Principal Securities
Iowa
– -$78.4K -582 Closed
IFU
433
iSAM Funds (UK)
United Kingdom
– -$71.3K -529 Closed
Optiver Holding
434
Optiver Holding
Netherlands
– -$57.6K -427 Closed
LI
435
LRI Investments
Florida
– -$51.9K -385 Closed
BAMF
436
BI Asset Management Fondsmaeglerselskab
Denmark
– -$40K -299 Closed
CIAM
437
Caitong International Asset Management
Hong Kong
– -$35.6K -264 Closed
ASN
438
Advisory Services Network
Georgia
– -$25.6K -190 Closed
RA
439
Rise Advisors
New York
– -$20.4K -152 Closed
Group One Trading
440
Group One Trading
Illinois
– -$13.5K -100 Closed
MSWA
441
Marshall & Sterling Wealth Advisors
New York
– -$11.1K -82 Closed
SWM
442
Spire Wealth Management
Virginia
– -$9.17K -68 Closed
WANY
443
Wealthspire Advisors (New York)
New York
– -$8.63K -64 Closed
CFG
444
Clayton Financial Group
Missouri
– -$6.88K -51 Closed
SL
445
Salomon & Ludwin
Virginia
– -$5.87K -46 Closed
MEG
446
Millstone Evans Group
Colorado
– -$5.12K -38 Closed
MG
447
Mather Group
Illinois
– -$3.37K -25 Closed
JWM
448
JPL Wealth Management
Colorado
– -$2.7K -20 Closed
SC
449
SouthState Corp
Florida
– -$2.16K -16 Closed
Q1WB
450
Quest 10 Wealth Builders
Virginia
– -$1.75K -13 Closed
15 16 17
18
19

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.