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Hamilton Lane

393 hedge funds and large institutions have $5.93B invested in Hamilton Lane in 2025 Q2 according to their latest regulatory filings, with 90 funds opening new positions, 125 increasing their positions, 137 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

105% more first-time investments, than exits

New positions opened: 90 | Existing positions closed: 44

39% more call options, than puts

Call options by funds: $2.27M | Put options by funds: $1.63M

12% more funds holding

Funds holding: 351393 (+42)

9% less repeat investments, than reductions

Existing positions increased: 125 | Existing positions reduced: 137

1.22% less ownership

Funds ownership: 102.01%100.8% (-1.2%)

10% less capital invested

Capital invested by funds: $6.57B → $5.93B (-$645M)

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
393
Holders Change
+42
Holders Change %
+11.97%
% of All Funds
5.17%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
90
Increased
125
Reduced
137
Closed
44
Calls
$2.27M
Puts
$1.63M
Net Calls
+$631K
Net Calls Change
-$580K
Name Holding Trade Value Shares
Change
Change in
Stake
OSAM
201
O'Shaughnessy Asset Management
Connecticut
$732K -$23.8K -158 -3%
IWC
202
Integrated Wealth Concepts
Massachusetts
$729K -$134K -887 -15%
SCA
203
Snowden Capital Advisors
New York
$728K -$321K -2,131 -29%
Two Sigma Investments
204
Two Sigma Investments
New York
$721K +$765K +5,076 New
Fidelity Investments
205
Fidelity Investments
Massachusetts
$718K -$860K -5,707 -53%
Nomura Asset Management
206
Nomura Asset Management
Japan
$707K +$410K +2,718 +121%
SOADOR
207
State of Alaska Department of Revenue
Alaska
$694K -$28.6K -190 -4%
Verition Fund Management
208
Verition Fund Management
Connecticut
$679K +$720K +4,776 New
Hudson Bay Capital Management
209
Hudson Bay Capital Management
Connecticut
$671K +$712K +4,720 New
GWM
210
Gibbs Wealth Management
Georgia
$662K +$323K +2,140 +85%
IFU
211
iSAM Funds (UK)
United Kingdom
$641K +$680K +4,511 New
WG
212
Winton Group
United Kingdom
$632K +$670K +4,444 New
SMF
213
Scott Marsh Financial
Utah
$598K +$634K +4,209 New
Envestnet Portfolio Solutions
214
Envestnet Portfolio Solutions
Illinois
$589K +$336K +2,232 +117%
GC
215
Guggenheim Capital
Illinois
$578K -$68.6K -455 -10%
DAS
216
Diversify Advisory Services
Utah
$565K +$537K +3,562 New
Massachusetts Financial Services
217
Massachusetts Financial Services
Massachusetts
$564K -$22.9M -152,116 -97%
CWM
218
Congress Wealth Management
Massachusetts
$564K -$3.92K -26 -0.7%
State of Wisconsin Investment Board
219
State of Wisconsin Investment Board
Wisconsin
$553K -$175K -1,161 -23%
ACM
220
Aquatic Capital Management
Illinois
$549K +$582K +3,861 New
1C
221
111 Capital
France
$528K +$560K +3,716 New
FMI
222
F/M Investments
District of Columbia
$524K +$3.77K +25 +0.7%
TI
223
Tidal Investments
Wisconsin
$485K -$243K -1,609 -32%
Prudential Financial
224
Prudential Financial
New Jersey
$480K -$92.1K -611 -15%
BAM
225
Blueshift Asset Management
New Jersey
$471K +$499K +3,312 New

HLNE Hedge Fund Activity: Q2 2025 in Review

393 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Hamilton Lane (HLNE) for Q2 2025, worth a combined $5.93B — down 9.8% from $6.57B a quarter earlier.

Buyers outnumbered sellers: 90 funds opened new HLNE positions and 44 closed out — a net gain of 46 holders — while 125 added to existing stakes and 137 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $97.6M. The largest seller was BlackRock, cutting an estimated $158M.

  • 393 institutional investors held Hamilton Lane (HLNE) as of Q2 2025, up from 351 in Q1 2025.
  • Funds reported $5.93B of Hamilton Lane stock for Q2 2025, down 9.8% quarter-over-quarter.
  • 90 funds opened new Hamilton Lane positions in Q2 2025 and 44 closed out, a net change of +46 holders.
  • The largest Hamilton Lane buyer in Q2 2025 was Citadel Advisors, an estimated $97.6M added.
  • The largest Hamilton Lane seller in Q2 2025 was BlackRock, an estimated $158M sold.

Based on aggregated 13F filings for Q2 2025.