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335 hedge funds and large institutions have $4.31B invested in Lazard in 2025 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 118 increasing their positions, 98 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

320% more call options, than puts

Call options by funds: $16.7M | Put options by funds: $3.98M

20% more repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 98

4.55% more ownership

Funds ownership: 74.14%78.68% (+4.5%)

4% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 52

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2% less capital invested

Capital invested by funds: $4.41B → $4.31B (-$104M)

2% less funds holding

Funds holding: 341335 (-6)

Holders
335
Holders Change
-6
Holders Change %
-1.76%
% of All Funds
4.07%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
54
Increased
118
Reduced
98
Closed
52
Calls
$16.7M
Puts
$3.98M
Net Calls
+$12.7M
Net Calls Change
-$3.65M
Name Holding Trade Value Shares
Change
Change in
Stake
SCM
226
Sterling Capital Management
North Carolina
$219K -$4.84K -97 -2%
KWMG
227
King Wealth Management Group
Florida
$219K
LFG
228
Lazard Frères Gestion
France
$218K
NA
229
NewEdge Advisors
Louisiana
$217K +$182K +3,656 +455%
SLAM
230
Swiss Life Asset Management
$214K
EWA
231
EP Wealth Advisors
California
$211K +$217K +4,355 New
AssetMark Inc
232
AssetMark Inc
California
$208K -$12.3K -247 -5%
A
233
AlphaQuest
New York
$190K +$1.35K +27 +0.7%
SOW
234
State of Wyoming
Wyoming
$178K +$143K +2,863 +353%
PNC Financial Services Group
235
PNC Financial Services Group
Pennsylvania
$168K -$10.1K -202 -6%
Simplex Trading
236
Simplex Trading
Illinois
$161K +$165K +3,307 New
DAM
237
Delta Asset Management
Tennessee
$146K
KBC Group
238
KBC Group
Belgium
$145K
TWC
239
TD Waterhouse Canada
Ontario, Canada
$111K +$17.6K +353 +18%
Comerica Bank
240
Comerica Bank
Texas
$99.2K -$12.3K -247 -11%
PA
241
Parallel Advisors
California
$89.3K +$499 +10 +0.5%
BNP Paribas Asset Management
242
BNP Paribas Asset Management
France
$76K +$78K +1,564 New
WA
243
Westfuller Advisors
New York
$75.3K -$1.55K -31 -2%
VSQM
244
V-Square Quantitative Management
Illinois
$75.3K +$77.3K +1,550 New
Nomura Asset Management
245
Nomura Asset Management
Japan
$69K
SWM
246
Spire Wealth Management
Virginia
$67.8K +$5.19K +104 +8%
SPIA
247
Steward Partners Investment Advisory
New York
$64.8K -$4.99K -100 -7%
US Bancorp
248
US Bancorp
Minnesota
$63.4K -$14.1K -282 -18%
BC
249
Broadwater Capital
Massachusetts
$60.2K -$92.8K -1,860 -60%
FFA
250
Farther Finance Advisors
California
$56.3K +$3.44K +69 +6%