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294 hedge funds and large institutions have $4.18B invested in Lazard in 2024 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 113 increasing their positions, 85 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

245% more call options, than puts

Call options by funds: $19.4M | Put options by funds: $5.61M

100% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 27

33% more repeat investments, than reductions

Existing positions increased: 113 | Existing positions reduced: 85

7% more funds holding

Funds holding: 274294 (+20)

1.64% more ownership

Funds ownership: 70.39%72.03% (+1.6%)

4% more capital invested

Capital invested by funds: $4B → $4.18B (+$180M)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
294
Holders Change
+20
Holders Change %
+7.3%
% of All Funds
3.87%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
54
Increased
113
Reduced
85
Closed
27
Calls
$19.4M
Puts
$5.61M
Net Calls
+$13.7M
Net Calls Change
+$5.16M
Name Holding Trade Value Shares
Change
Change in
Stake
PNC Financial Services Group
226
PNC Financial Services Group
Pennsylvania
$103K +$1.18K +22 +1%
CF
227
Corebridge Financial
Texas
$99.8K -$4.34K -81 -4%
PS
228
Principal Securities
Iowa
$80.8K +$50.9K +950 +153%
EAM
229
Empirical Asset Management
Massachusetts
$74.1K +$3.97M +74,077 New
Nomura Asset Management
230
Nomura Asset Management
Japan
$73.1K
QT
231
Quantbot Technologies
New York
$72.5K +$75.4K +1,408 New
SWM
232
Spire Wealth Management
Virginia
$68.8K +$71.6K +1,337 New
HWA
233
HHM Wealth Advisors
Tennessee
$65.2K +$45.9K +857 +209%
SPIA
234
Steward Partners Investment Advisory
New York
$63.3K +$1.82K +34 +3%
RF
235
Roxbury Financial
New Jersey
$60.1K +$55.4K +1,034 New
GWM
236
Geneos Wealth Management
Colorado
$59.8K +$46.9K +876 +306%
A
237
AlphaQuest
New York
$58.5K +$28.1K +525 +86%
NA
238
NewEdge Advisors
Louisiana
$50.3K +$18.4K +344 +54%
CA
239
Continuum Advisory
Idaho
$49.4K
BCM
240
Berbice Capital Management
New York
$46.3K +$48.2K +900 New
HFS
241
Hopwood Financial Services
Virginia
$41.2K +$42.9K +800 New
IA
242
IFP Advisors
Florida
$40.3K -$13.6K -254 -24%
RFS
243
Richardson Financial Services
Massachusetts
$39.3K +$1.34K +25 +3%
LDB
244
Lee, Danner & Bass
Tennessee
$30.9K +$32.1K +600 New
MA
245
MCF Advisors
Kentucky
$30.7K
GRP
246
Global Retirement Partners
California
$30.3K +$2.36K +44 +8%
Group One Trading
247
Group One Trading
Illinois
$30.1K +$31.3K +585 New
MCM
248
MAI Capital Management
Ohio
$26K +$27.1K +505 New
PA
249
Parallel Advisors
California
$25.6K +$3.48K +65 +15%
FFA
250
Farther Finance Advisors
California
$24.2K