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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
BlackRock
1
BlackRock
New York
$766M +$23.2M +130,154 +3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$578M +$154M +863,326 +28%
Invesco
3
Invesco
Georgia
$285M +$69.1M +388,019 +25%
WA
4
Wasatch Advisors
Utah
$253M -$41.2M -231,207 -12%
Wellington Management Group
5
Wellington Management Group
Massachusetts
$239M -$23M -129,170 -7%
State Street
6
State Street
Massachusetts
$223M +$17.6M +98,663 +7%
T. Rowe Price Associates
7
T. Rowe Price Associates
Maryland
$191M +$160M +900,283 +230%
Federated Hermes
8
Federated Hermes
Pennsylvania
$181M -$49.1M -275,282 -18%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$170M +$8M +44,865 +4%
ClearBridge Investments
10
ClearBridge Investments
New York
$132M -$30.5M -171,160 -16%
CCM
11
Copeland Capital Management
Pennsylvania
$116M -$14.2M -79,810 -9%
T. Rowe Price Investment Management
12
T. Rowe Price Investment Management
Maryland
$116M +$12.6M +70,976 +10%
JP Morgan Chase
13
JP Morgan Chase
New York
$102M +$11.8M +66,378 +11%
Neuberger Berman Group
14
Neuberger Berman Group
New York
$100M +$1.67M +9,384 +1%
Morgan Stanley
15
Morgan Stanley
New York
$99.3M -$10.2M -57,021 -8%
Macquarie Group
16
Macquarie Group
Australia
$95.8M -$18.2M -102,401 -14%
Northern Trust
17
Northern Trust
Illinois
$92.3M +$3.48M +19,514 +3%
Loomis, Sayles & Company
18
Loomis, Sayles & Company
Massachusetts
$92.1M -$29M -162,896 -21%
VBA
19
Van Berkom & Associates
Quebec, Canada
$90.8M -$24.6M -138,274 -18%
FAM
20
Fred Alger Management
New York
$90.8M -$1.32M -7,432 -1%
Dimensional Fund Advisors
21
Dimensional Fund Advisors
Texas
$89M -$1.13M -6,338 -1%
American Century Companies
22
American Century Companies
Missouri
$81.6M +$7.01M +39,342 +8%
Principal Financial Group
23
Principal Financial Group
Iowa
$80.3M -$7.39M -41,443 -7%
Goldman Sachs
24
Goldman Sachs
New York
$79.6M +$7.51M +42,121 +8%
Norges Bank
25
Norges Bank
Norway
$68.9M +$15.5M +86,901 +23%

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.