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274 hedge funds and large institutions have $4B invested in Lazard in 2024 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 96 increasing their positions, 77 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more call options, than puts

Call options by funds: $22.8M | Put options by funds: $14.2M

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

49% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 35

36% more capital invested

Capital invested by funds: $2.94B → $4B (+$1.06B)

25% more repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 77

7% more funds holding

Funds holding: 257274 (+17)

2.11% more ownership

Funds ownership: 68.27%70.39% (+2.1%)

Holders
274
Holders Change
+17
Holders Change %
+6.61%
% of All Funds
3.93%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
52
Increased
96
Reduced
77
Closed
35
Calls
$22.8M
Puts
$14.2M
Net Calls
+$8.59M
Net Calls Change
+$1.8M
Name Holding Trade Value Shares
Change
Change in
Stake
CFD
251
Creative Financial Designs
Indiana
$6.4K
CSB
252
City State Bank
Iowa
$6.3K
LWANC
253
Laurel Wealth Advisors (North Carolina)
North Carolina
$6.05K +$5.56K +120 New
GWSG
254
GPS Wealth Strategies Group
Colorado
$5.79K
PTC
255
Private Trust Company
Ohio
$4.03K +$3.71K +80 New
BTI
256
Blue Trust Inc
Georgia
$4.01K +$4.54K +98 +1,400%
FHA
257
First Horizon Advisors
Tennessee
$3.88K +$649 +14 +22%
SAM
258
Smartleaf Asset Management
Massachusetts
$3.48K
EWA
259
EverSource Wealth Advisors
Alabama
$3.27K -$2.64K -57 -47%
LC
260
Lindbrook Capital
California
$3.02K +$2.78K +60 New
CWC
261
Carolinas Wealth Consulting
North Carolina
$2.72K
QC
262
Quent Capital
New York
$2.27K
AWM
263
Avior Wealth Management
Nebraska
$1.6K
JWA
264
JFS Wealth Advisors
Pennsylvania
$1.11K +$1.02K +22 New
CA
265
CoreCap Advisors
Michigan
$756 +$232 +5 +50%
DPW
266
DiNuzzo Private Wealth
Pennsylvania
$454 +$417 +9 New
SIC
267
SJS Investment Consulting
Ohio
$353 +$324 +7 New
IAIM
268
International Assets Investment Management
Florida
$349 +$634K +13,682 +349%
CPA
269
Capital Performance Advisors
California
$101 +$93 +2 New
CA
270
Claris Advisors
Missouri
$101 +$93 +2 New
BIG
271
Brooklyn Investment Group
New York
$51 +$46 +1 New
HNB
272
Huntington National Bank
Ohio
$50
Citadel Advisors
273
Citadel Advisors
Florida
-$14.2M -307,548 Closed
SGDR
274
SPX Gestao de Recursos
Brazil
-$8.84M -231,452 Closed
CIC
275
Chilton Investment Company
Connecticut
-$7.9M -206,798 Closed

LAZ Hedge Fund Activity: Q3 2024 in Review

274 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Lazard (LAZ) for Q3 2024, worth a combined $4B — up 36% from $2.94B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new LAZ positions and 35 closed out — a net gain of 17 holders — while 96 added to existing stakes and 77 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $87.5M. The largest seller was Morgan Stanley, cutting an estimated $16.9M.

  • 274 institutional investors held Lazard (LAZ) as of Q3 2024, up from 257 in Q2 2024.
  • Funds reported $4B of Lazard stock for Q3 2024, up 36% quarter-over-quarter.
  • 52 funds opened new Lazard positions in Q3 2024 and 35 closed out, a net change of +17 holders.
  • The largest Lazard buyer in Q3 2024 was Capital Research Global Investors, an estimated $87.5M added.
  • The largest Lazard seller in Q3 2024 was Morgan Stanley, an estimated $16.9M sold.

Based on aggregated 13F filings for Q3 2024.