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287 hedge funds and large institutions have $3.81B invested in Lazard in 2025 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 107 increasing their positions, 81 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more call options, than puts

Call options by funds: $10.2M | Put options by funds: $5.49M

32% more repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 81

6.24% more ownership

Funds ownership: 72.03%78.27% (+6.2%)

4% less first-time investments, than exits

New positions opened: 47 | Existing positions closed: 49

2% less funds holding

Funds holding: 294287 (-7)

9% less capital invested

Capital invested by funds: $4.18B → $3.81B (-$366M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
287
Holders Change
-7
Holders Change %
-2.38%
% of All Funds
3.85%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
47
Increased
107
Reduced
81
Closed
49
Calls
$10.2M
Puts
$5.49M
Net Calls
+$4.74M
Net Calls Change
-$9.01M
Name Holding Trade Value Shares
Change
Change in
Stake
PWA
276
Principia Wealth Advisory
Texas
$269 +$348 +7 New
DPW
277
DiNuzzo Private Wealth
Pennsylvania
$260
GFPC
278
Global Financial Private Client
Florida
$260 +$149 +3 +100%
ACA
279
American Capital Advisory
Idaho
$217 +$249 +5 New
CA
280
CoreCap Advisors
Michigan
$216 -$497 -10 -67%
BHWM
281
Bay Harbor Wealth Management
Maryland
$129 +$149 +3 New
HIA
282
HFM Investment Advisors
New Jersey
$44 +$50 +1 New
MCM
283
MV Capital Management
Maryland
$44 +$50 +1 New
HNB
284
Huntington National Bank
Ohio
$43
PWM
285
Parkworth Wealth Management
California
$43
KPM
286
Kinetic Partners Management
Florida
-$16.9M -329,080 Closed
PFMOSF
287
Philadelphia Financial Management of San Francisco
California
-$15M -291,226 Closed
Alyeska Investment Group
288
Alyeska Investment Group
Illinois
-$14.2M -275,067 Closed
RCW
289
Rheos Capital Works
Japan
-$10.6M -205,000 Closed
CM
290
Castleark Management
Illinois
-$6.85M -133,080 Closed
CIBC World Market
291
CIBC World Market
Ontario, Canada
-$5.92M -115,058 Closed
Tudor Investment Corp
292
Tudor Investment Corp
Connecticut
-$5.59M -108,558 Closed
MAP
293
Moody Aldrich Partners
Massachusetts
-$4.61M -89,486 Closed
EAM
294
Empirical Asset Management
Massachusetts
-$74.1K -74,077 Closed
MCM
295
Monument Capital Management
Virginia
-$2.81M -54,563 Closed
HSBC Holdings
296
HSBC Holdings
United Kingdom
-$2.59M -50,000 Closed
Mitsubishi UFJ Trust & Banking
297
Mitsubishi UFJ Trust & Banking
Japan
-$2.46M -47,741 Closed
FDCDDQ
298
Federation des caisses Desjardins du Quebec
Quebec, Canada
-$2.16M -41,909 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
299
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$2.11M -41,000 Closed
WAM
300
Weiss Asset Management
Massachusetts
-$1.73M -33,683 Closed

LAZ Hedge Fund Activity: Q1 2025 in Review

287 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Lazard (LAZ) for Q1 2025, worth a combined $3.81B — down 8.8% from $4.18B a quarter earlier.

Sellers outnumbered buyers: 49 funds closed out of LAZ and 47 opened new positions — a net loss of 2 holders — while 81 trimmed existing stakes and 107 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $291M. The largest seller was Capital Research Global Investors, cutting an estimated $31.9M.

  • 287 institutional investors held Lazard (LAZ) as of Q1 2025, down from 294 in Q4 2024.
  • Funds reported $3.81B of Lazard stock for Q1 2025, down 8.8% quarter-over-quarter.
  • 47 funds opened new Lazard positions in Q1 2025 and 49 closed out, a net change of -2 holders.
  • The largest Lazard buyer in Q1 2025 was T. Rowe Price Associates, an estimated $291M added.
  • The largest Lazard seller in Q1 2025 was Capital Research Global Investors, an estimated $31.9M sold.

Based on aggregated 13F filings for Q1 2025.