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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
GI
251
GAMMA Investing
California
$55.2K +$6.64K +133 +13%
RF
252
Roxbury Financial
New Jersey
$50.2K
TRCT
253
Tower Research Capital (TRC)
New York
$48.4K -$6.24K -125 -11%
IA
254
IFP Advisors
Florida
$47.6K +$7.83K +157 +19%
GWM
255
Geneos Wealth Management
Colorado
$43.6K -$998 -20 -2%
HPC
256
HM Payson & Co
Maine
$39.9K
RFS
257
Richardson Financial Services
Massachusetts
$39.6K
TCM
258
Triumph Capital Management
Colorado
$38.8K +$39.9K +800 New
AAP
259
Arax Advisory Partners
Colorado
$35K -$25.6K -514 -42%
CAM
260
Costello Asset Management
Pennsylvania
$34K
Q1WB
261
Quest 10 Wealth Builders
Virginia
$31.6K +$32.5K +651 New
SIS
262
Sound Income Strategies
Florida
$31.5K +$11K +220 +59%
C
263
Covestor
United Kingdom
$31K -$6.69K -134 -17%
S
264
SignatureFD
Georgia
$29.7K +$4.69K +94 +18%
KAS
265
Kestra Advisory Services
Texas
$26.3K +$27K +541 New
AF
266
Allworth Financial
California
$25.2K +$9.03K +181 +54%
TCM
267
TD Capital Management
Tennessee
$25K +$249 +5 +1%
SAG
268
SageView Advisory Group
California
$24.1K +$24.8K +497 New
Bessemer Group
269
Bessemer Group
New Jersey
$24K -$22.5K -450 -48%
Mitsubishi UFJ Asset Management
270
Mitsubishi UFJ Asset Management
Japan
$22.8K
WT
271
Whittier Trust
California
$21.6K
CIBC Private Wealth Group
272
CIBC Private Wealth Group
Georgia
$21.1K
MA
273
MCF Advisors
Kentucky
$20.9K
MCM
274
MAI Capital Management
Ohio
$20.9K
HWA
275
HHM Wealth Advisors
Tennessee
$19.9K

LAZ Hedge Fund Activity: Q4 2025 in Review

335 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Lazard (LAZ) for Q4 2025, worth a combined $4.31B — down 2.4% from $4.41B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new LAZ positions and 52 closed out — a net gain of 2 holders — while 118 added to existing stakes and 98 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $52.3M. The largest seller was Alyeska Investment Group, exiting entirely with an estimated $18.2M sold.

  • 335 institutional investors held Lazard (LAZ) as of Q4 2025, down from 341 in Q3 2025.
  • Funds reported $4.31B of Lazard stock for Q4 2025, down 2.4% quarter-over-quarter.
  • 54 funds opened new Lazard positions in Q4 2025 and 52 closed out, a net change of +2 holders.
  • The largest Lazard buyer in Q4 2025 was T. Rowe Price Associates, an estimated $52.3M added.
  • The largest Lazard seller in Q4 2025 was Alyeska Investment Group, an estimated $18.2M sold.

Based on aggregated 13F filings for Q4 2025.