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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
BF
251
BOK Financial
Oklahoma
$23.6K
GI
252
GAMMA Investing
California
$23.6K +$2.79K +52 +13%
WT
253
Whittier Trust
California
$21.8K
CTC
254
Central Trust Company
Missouri
$20.6K
C
255
Covestor
United Kingdom
$20K -$64.7K -1,207 -76%
Fifth Third Bancorp
256
Fifth Third Bancorp
Ohio
$18K
JWA
257
JFS Wealth Advisors
Pennsylvania
$17.8K +$17.4K +324 +1,473%
BWAM
258
Boyd Watterson Asset Management
Ohio
$16.3K
HI
259
Harbour Investments
Wisconsin
$14.9K +$54 +1 +0.3%
HBW
260
Hazlett, Burt & Watson
West Virginia
$12K
HPC
261
HM Payson & Co
Maine
$11K
LIS
262
Legacy Investment Solutions
Idaho
$10.4K
LWMI
263
Legacy Wealth Management (Idaho)
Idaho
$10.4K
CA
264
Clearstead Advisors
Ohio
$9.09K +$107 +2 +1%
EWA
265
EverSource Wealth Advisors
Alabama
$8.86K +$5.73K +107 +165%
CFD
266
Creative Financial Designs
Indiana
$6.6K +$54 +1 +0.8%
LWANC
267
Laurel Wealth Advisors (North Carolina)
North Carolina
$6.18K
PTC
268
Private Trust Company
Ohio
$6.18K +$2.14K +40 +50%
GWSG
269
GPS Wealth Strategies Group
Colorado
$5.92K
CSB
270
City State Bank
Iowa
$5.15K -$1.34K -25 -20%
PSFG
271
Park Square Financial Group
Georgia
$5.15K +$5.36K +100 New
SAM
272
Smartleaf Asset Management
Massachusetts
$4.6K +$1.07K +20 +29%
FHA
273
First Horizon Advisors
Tennessee
$3.96K
CWC
274
Carolinas Wealth Consulting
North Carolina
$3.55K +$803 +15 +28%
CIBC Private Wealth Group
275
CIBC Private Wealth Group
Georgia
$3.35K -$6.11K -114 -63%