Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Hamilton Lane Inc (HLNE)

374 + Investors. Track Smart Money conviction in HLNE. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -9
Streak
1Q ▼
Buyers last Q
53%

Smart Money Signals — HLNE

Based on 376 hedge funds · latest filing: 2026 Q2 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their HLNE positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🏔️

At the ownership peak (97% of max)

97% of all-time peak
376 hedge funds hold HLNE right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding HLNE is almost the same as a year ago (-10 funds, -3% change). No significant rush to buy or sell — institutional backing is holding steady.
🟡

Slight buying edge — 53% buying

230 buying200 selling
Last quarter: 230 funds bought or added vs 200 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~75 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 51 → 88 → 76 → 75. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

49% of holders stayed for 2+ years

■ 49% conviction (2yr+) ■ 26% medium ■ 24% new
185 out of 376 hedge funds have held HLNE for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💎

Buying through price weakness — shares +18%, value -12%

Value
-12%
Shares
+18%
Last quarter: funds added +18% more shares while total portfolio value only changed -12%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
➡️

Steady discovery — ~75 new funds/quarter

93 → 51 → 88 → 76 → 75 new funds/Q
New funds entering each quarter: 51 → 88 → 76 → 75. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 57% veterans vs 26% newcomers

■ 57% veterans ■ 17% 1-2yr ■ 26% new
Entry-cohort mix of 382 holders: 219 (57%) are 2+ year veterans, 65 entered 1–2 years ago, and 98 (26%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 49% AUM from top-100 funds

49% from top-100 AUM funds
58 of 376 holders are among the 100 largest funds by AUM, controlling 49% of total institutional value in HLNE. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.5
out of 10
Low Exit Risk
Exit risk score 3.5/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — HLNE

In 2026 Q2, 230 hedge funds were net buyers of HLNE (75 opened a new position, 155 added to an existing one), while 200 reduced or exited (116 trimmed, 84 sold completely) — a 53% buyer ratio, indicating a slight buying edge. 49% of total institutional value in HLNE is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -9 funds (more exits than new entries). Total institutional holders: 376.

Hedge Fund Ownership: HLNE

How many hedge funds hold HLNE — quarterly history vs. share price
Quarterly hedge fund ownership of HLNE vs. share price

Market Analysis: HLNE

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: HLNE

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

13 top-rated funds 0 high-conviction
Consensus
5.0
/ 10
breadth
×
Elite
0.6
/ 10
conviction
Hedge Fund Positioning: HLNE
374 + Investors

Track Smart Money conviction in HLNE. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 374 385 -2.86%
13F Shares 50M 43M 18.46%
Total Value $3.47B $3.96B -12.19%
New Positions 75 76 -1
Increased Positions 154 152 +2
Closed Positions 86 76 +10
Reduced Positions 112 123 -11
Total Calls 3 3 -
Total Puts 3 3 -
PUT/CALL Ratio 1.0 1.0 Neutral

Statistics: HLNE

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Institutional Holders (2026 Q2)

374 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in HLNE. Verified SEC 13F-HR filings.

QUARTER:
Top 25 HLNE holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Copeland Capital Management, LLC 0.79% 486,440 $38.3M
2 Kayne Anderson Rudnick Investment Management LLC 0.75% 3,053,076 $240.7M
3 Df Dent & Co Inc 0.71% 476,169 $37.5M
4 Wasatch Advisors LP 0.59% 1,151,560 $90.8M
5 Deprince Race & Zollo Inc 0.43% 323,000 $25.5M
6 Axq Capital, LP 0.39% 45,351 $3.6M
7 Los Angeles Capital Management LLC 0.35% 1,215,166 $95.8M
8 Geneva Capital Management LLC 0.27% 148,795 $11.7M
9 EntryPoint Capital, LLC 0.25% 2,994 $370K
10 Aster Capital Management (DIFC) Ltd 0.23% 6,883 $978K
11 Dark Forest Capital Management LP 0.17% 33,036 $2.6M
12 Moran Wealth Management, LLC 0.15% 71,786 $5.7M
13 Lecap Asset Management Ltd 0.15% 4,523 $357K
14 Bridgefront Capital, LLC 0.15% 7,277 $574K
15 Quantbot Technologies LP 0.15% 46,983 $3.7M
16 Voloridge Investment Management, LLC 0.15% 435,039 $34.3M
17 Trexquant Investment LP 0.14% 295,462 $23.3M
18 Searle & CO. 0.14% 7,700 $607K
19 Susquehanna Fundamental Investments, LLC 0.13% 90,070 $7.1M
20 Caitlin John, LLC 0.13% 3,080 $243K
21 Blueshift Asset Management, LLC 0.12% 6,599 $520K
22 Crawford Investment Counsel Inc 0.12% 90,756 $7.2M
23 Fox Run Management, L.L.C. 0.12% 8,943 $705K
24 XTX Topco Ltd 0.12% 114,382 $9.0M
25 Oak Thistle LLC 0.11% 14,194 $1.1M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Hamilton Lane Inc (HLNE)

What does the Smart Money Trend signal show for HLNE?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their HLNE positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for HLNE?

Slight buying edge — 53% buying: Last quarter: 230 funds bought or added vs 200 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for HLNE holders?

Elite ownership — 49% AUM from top-100 funds: 58 of 376 holders are among the 100 largest funds by AUM, controlling 49% of total institutional value in HLNE. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held HLNE?

49% of holders stayed for 2+ years: 185 out of 376 hedge funds have held HLNE for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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