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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
QCG
276
Quadrant Capital Group
Ohio
$19.7K +$7.54K +151 +59%
AA
277
Ancora Advisors
Ohio
$19.4K
CTC
278
Central Trust Company
Missouri
$19.4K
MCM
279
Manchester Capital Management
Vermont
$17.8K
BWAM
280
Boyd Watterson Asset Management
Ohio
$15.4K
DB
281
Danske Bank
Denmark
$14.6K
EWA
282
EverSource Wealth Advisors
Alabama
$11.2K +$499 +10 +5%
RFP
283
Root Financial Partners
California
$11.2K +$649 +13 +6%
AGWCA
284
Annis Gardner Whiting Capital Advisors
Florida
$10.8K +$3.24K +65 +41%
Fidelity International
285
Fidelity International
Bermuda
$9.96K +$5.29K +106 +107%
AUB
286
Atlantic Union Bankshares
Virginia
$9.71K
JWA
287
JFS Wealth Advisors
Pennsylvania
$9.66K +$898 +18 +10%
LWMI
288
Legacy Wealth Management (Idaho)
Idaho
$9.47K
HI
289
Harbour Investments
Wisconsin
$8.11K
BCM
290
Boreal Capital Management
Florida
$7.48K
SL
291
Salomon & Ludwin
Virginia
$7.26K
LWANC
292
Laurel Wealth Advisors (North Carolina)
North Carolina
$5.83K +$5.99K +120 New
GA
293
GoalVest Advisory
New York
$4.86K
AIS
294
Advocate Investing Services
Maryland
$4.86K +$4.99K +100 New
CT
295
Clearstead Trust
Maine
$4.61K +$549 +11 +13%
EP
296
Essential Partners
California
$4.52K +$2.99K +60 +182%
QC
297
Quent Capital
New York
$4.32K +$2.2K +44 +98%
CSB
298
City State Bank
Iowa
$3.64K
TWD
299
True Wealth Design
Ohio
$3.64K +$3.14K +63 +525%
GWSA
300
Global Wealth Strategies & Associates
Colorado
$3.59K +$3.69K +74 New