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333 hedge funds and large institutions have $3.91B invested in Lazard in 2026 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 135 increasing their positions, 104 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

77% more call options, than puts

Call options by funds: $13.8M | Put options by funds: $7.76M

30% more repeat investments, than reductions

Existing positions increased: 135 | Existing positions reduced: 104

11% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 44

3.65% more ownership

Funds ownership: 78.68%82.33% (+3.6%)

1% less funds holding

Funds holding: 335333 (-2)

9% less capital invested

Capital invested by funds: $4.31B → $3.91B (-$401M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
333
Holders Change
-2
Holders Change %
-0.6%
% of All Funds
4.1%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
49
Increased
135
Reduced
104
Closed
44
Calls
$13.8M
Puts
$7.76M
Net Calls
+$5.99M
Net Calls Change
-$6.73M
Name Holding Trade Value Shares
Change
Change in
Stake
HWA
276
HHM Wealth Advisors
Tennessee
$17.4K
EWA
277
EverSource Wealth Advisors
Alabama
$17.2K +$8.56K +175 +76%
AA
278
Ancora Advisors
Ohio
$17K
CTC
279
Central Trust Company
Missouri
$17K
BWAM
280
Boyd Watterson Asset Management
Ohio
$13.5K
EP
281
Essential Partners
California
$12.1K +$9.44K +193 +208%
MPWT
282
MassMutual Private Wealth & Trust
Connecticut
$11.3K +$11.9K +244 +1,109%
RFP
283
Root Financial Partners
California
$10.2K +$538 +11 +5%
SIS
284
Sound Income Strategies
Florida
$8.73K -$18.7K -382 -65%
Fidelity International
285
Fidelity International
Bermuda
$8.71K
AUB
286
Atlantic Union Bankshares
Virginia
$8.5K
LWMI
287
Legacy Wealth Management (Idaho)
Idaho
$8.28K
JWA
288
JFS Wealth Advisors
Pennsylvania
$8.11K -$391 -8 -4%
HI
289
Harbour Investments
Wisconsin
$7.58K +$587 +12 +7%
ASN
290
Advisory Services Network
Georgia
$7.26K +$8.37K +171 New
BCM
291
Boreal Capital Management
Florida
$6.54K
LFG
292
Larson Financial Group
Missouri
$6.46K +$6.12K +125 +463%
NA
293
NewEdge Advisors
Louisiana
$6.3K -$211K -4,311 -97%
SL
294
Salomon & Ludwin
Virginia
$5.93K
HNB
295
Huntington National Bank
Ohio
$5.74K +$3.62K +74 +121%
AIS
296
Advocate Investing Services
Maryland
$4.25K
CT
297
Clearstead Trust
Maine
$3.44K -$685 -14 -15%
CSB
298
City State Bank
Iowa
$3.19K
PFBT
299
Parkside Financial Bank & Trust
Missouri
$2.59K +$783 +16 +36%
CFO
300
CVA Family Office
Colorado
$2.59K +$2.98K +61 New