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333 hedge funds and large institutions have $3.91B invested in Lazard in 2026 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 135 increasing their positions, 104 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

77% more call options, than puts

Call options by funds: $13.8M | Put options by funds: $7.76M

30% more repeat investments, than reductions

Existing positions increased: 135 | Existing positions reduced: 104

11% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 44

3.65% more ownership

Funds ownership: 78.68%82.33% (+3.6%)

1% less funds holding

Funds holding: 335333 (-2)

9% less capital invested

Capital invested by funds: $4.31B → $3.91B (-$401M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
333
Holders Change
-2
Holders Change %
-0.6%
% of All Funds
4.1%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
49
Increased
135
Reduced
104
Closed
44
Calls
$13.8M
Puts
$7.76M
Net Calls
+$5.99M
Net Calls Change
-$6.73M
Name Holding Trade Value Shares
Change
Change in
Stake
GI
251
GAMMA Investing
California
$54.8K +$7.58K +155 +14%
WA
252
Westfuller Advisors
New York
$54.5K -$13.1K -268 -17%
VSQM
253
V-Square Quantitative Management
Illinois
$54.5K -$13.1K -268 -17%
RF
254
Roxbury Financial
New Jersey
$43.9K
IA
255
IFP Advisors
Florida
$42.4K +$832 +17 +2%
AF
256
Allworth Financial
California
$40K +$20.6K +422 +81%
FFA
257
Farther Finance Advisors
California
$38.2K -$12.2K -250 -22%
S
258
SignatureFD
Georgia
$37.7K +$13.5K +276 +45%
SOW
259
State of Wyoming
Wyoming
$36.7K -$137K -2,808 -76%
GWM
260
Geneos Wealth Management
Colorado
$35.9K -$2.5K -51 -6%
HPC
261
HM Payson & Co
Maine
$34.9K
TCM
262
Triumph Capital Management
Colorado
$34K
RFS
263
Richardson Financial Services
Massachusetts
$32.7K -$2.2K -45 -6%
CAM
264
Costello Asset Management
Pennsylvania
$29.7K
TRCT
265
Tower Research Capital (TRC)
New York
$28K -$16.5K -337 -34%
SMBT
266
Southern Michigan Bank & Trust
Michigan
$27.6K +$31.8K +650 New
Q1WB
267
Quest 10 Wealth Builders
Virginia
$27.4K -$294 -6 -0.9%
QCG
268
Quadrant Capital Group
Ohio
$26.3K +$10.4K +213 +52%
AAP
269
Arax Advisory Partners
Colorado
$23.8K -$7.83K -160 -22%
TCM
270
TD Capital Management
Tennessee
$22.1K +$245 +5 +1%
MCM
271
MAI Capital Management
Ohio
$20.2K +$2.2K +45 +10%
WT
272
Whittier Trust
California
$20.1K +$2.94K +60 +14%
Mitsubishi UFJ Asset Management
273
Mitsubishi UFJ Asset Management
Japan
$19.5K
MA
274
MCF Advisors
Kentucky
$18.3K
C
275
Covestor
United Kingdom
$18K -$10.9K -222 -34%