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Hamilton Lane

355 hedge funds and large institutions have $5.98B invested in Hamilton Lane in 2024 Q4 according to their latest regulatory filings, with 75 funds opening new positions, 126 increasing their positions, 115 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

97% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 38

10% more funds holding

Funds holding: 322355 (+33)

10% more repeat investments, than reductions

Existing positions increased: 126 | Existing positions reduced: 115

0.34% more ownership

Funds ownership: 96.29%96.63% (+0.34%)

5% less call options, than puts

Call options by funds: $1.91M | Put options by funds: $2.01M

9% less capital invested

Capital invested by funds: $6.57B → $5.98B (-$598M)

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
355
Holders Change
+33
Holders Change %
+10.25%
% of All Funds
4.68%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
75
Increased
126
Reduced
115
Closed
38
Calls
$1.91M
Puts
$2.01M
Net Calls
-$105K
Net Calls Change
+$3.41M
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
26
UBS Group
Switzerland
$53.5M +$55.9M +313,424 +653%
Ameriprise
27
Ameriprise
Minnesota
$53.5M -$27M -151,505 -30%
Charles Schwab
28
Charles Schwab
California
$53M +$1.7M +9,551 +3%
Bank of New York Mellon
29
Bank of New York Mellon
New York
$52.7M +$1.41M +7,932 +2%
Bank of America
30
Bank of America
North Carolina
$50.6M -$7.9M -44,357 -11%
TCM
31
TimesSquare Capital Management
New York
$46.7M +$11.6M +65,308 +26%
Lord, Abbett & Co
32
Lord, Abbett & Co
New Jersey
$42.5M -$9.26M -51,980 -15%
Fiera Capital (Canada)
33
Fiera Capital (Canada)
Quebec, Canada
$40.7M -$1.14M -6,399 -2%
Massachusetts Financial Services
34
Massachusetts Financial Services
Massachusetts
$39.5M -$11.8M -66,181 -20%
Capital World Investors
35
Capital World Investors
California
$39.1M -$231K -1,294 -0.5%
Artisan Partners
36
Artisan Partners
Wisconsin
$39M +$2.5M +14,054 +6%
DDC
37
DF Dent & Co
Maryland
$38.1M -$14M -78,306 -23%
GCM
38
Geneva Capital Management
Wisconsin
$38M -$383K -2,152 -0.8%
Franklin Resources
39
Franklin Resources
California
$34.4M +$8.41M +47,189 +26%
AIM
40
Artemis Investment Management
United Kingdom
$30.4M +$36.5M +204,999 New
Envestnet Asset Management
41
Envestnet Asset Management
Illinois
$28.2M -$1.78M -10,003 -5%
Fidelity International
42
Fidelity International
Bermuda
$25.5M -$9.02M -50,604 -23%
Raymond James Financial
43
Raymond James Financial
Florida
$24.1M +$29M +162,658 New
Bessemer Group
44
Bessemer Group
New Jersey
$24M +$916K +5,141 +3%
N
45
Nuveen
North Carolina
$22.8M -$5.66M -31,787 -17%
BNP Paribas Asset Management
46
BNP Paribas Asset Management
France
$21.9M +$868K +4,872 +3%
SEI Investments
47
SEI Investments
Pennsylvania
$21.8M -$4.84M -27,182 -16%
New York State Common Retirement Fund
48
New York State Common Retirement Fund
New York
$20.2M +$786K +4,413 +3%
Thrivent Financial for Lutherans
49
Thrivent Financial for Lutherans
Minnesota
$18.9M -$8.93M -50,128 -28%
Barclays
50
Barclays
United Kingdom
$18.8M -$21.3M -119,348 -48%

HLNE Hedge Fund Activity: Q4 2024 in Review

355 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Hamilton Lane (HLNE) for Q4 2024, worth a combined $5.98B — down 9.1% from $6.57B a quarter earlier.

Buyers outnumbered sellers: 75 funds opened new HLNE positions and 38 closed out — a net gain of 37 holders — while 126 added to existing stakes and 115 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $160M. The largest seller was Citadel Advisors, cutting an estimated $78.5M.

  • 355 institutional investors held Hamilton Lane (HLNE) as of Q4 2024, up from 322 in Q3 2024.
  • Funds reported $5.98B of Hamilton Lane stock for Q4 2024, down 9.1% quarter-over-quarter.
  • 75 funds opened new Hamilton Lane positions in Q4 2024 and 38 closed out, a net change of +37 holders.
  • The largest Hamilton Lane buyer in Q4 2024 was T. Rowe Price Associates, an estimated $160M added.
  • The largest Hamilton Lane seller in Q4 2024 was Citadel Advisors, an estimated $78.5M sold.

Based on aggregated 13F filings for Q4 2024.