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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
WPA
301
Wealth Preservation Advisors
Tennessee
$3.35K
HNB
302
Huntington National Bank
Ohio
$2.96K
KG
303
Kilter Group
New York
$2.87K +$2.94K +59 New
KFAS
304
Keating Financial Advisory Services
Kansas
$2.48K +$2.54K +51 New
CG
305
Curat Global
New Hampshire
$2.43K
PFBT
306
Parkside Financial Bank & Trust
Missouri
$2.19K -$50 -1 -2%
TPBG
307
Turning Point Benefit Group
Maryland
$1.94K +$2K +40 New
RF
308
Rossby Financial
Florida
$1.7K
BTI
309
Blue Trust Inc
Georgia
$1.7K +$349 +7 +25%
UB
310
UMB Bank
Missouri
$1.5K
PWA
311
Principia Wealth Advisory
Texas
$1.46K -$150 -3 -9%
WIM
312
Westside Investment Management
California
$1.46K +$1.5K +30 New
Nisa Investment Advisors
313
Nisa Investment Advisors
Missouri
$1.36K -$200 -4 -13%
LFG
314
Larson Financial Group
Missouri
$1.31K +$200 +4 +17%
MPWT
315
MassMutual Private Wealth & Trust
Connecticut
$1.07K
CI
316
CX Institutional
Indiana
$1K +$599 +12 New
MEG
317
Millstone Evans Group
Colorado
$728
FFO
318
Fortitude Family Office
Arizona
$680 -$499 -10 -42%
AF
319
Advisornet Financial
Minnesota
$583
VCM
320
Versant Capital Management
Arizona
$583
KCM
321
Key Capital Management
Tennessee
$534 +$549 +11 New
CH
322
Cromwell Holdings
Wyoming
$486
BHWM
323
Bay Harbor Wealth Management
Maryland
$437 +$200 +4 +80%
DPW
324
DiNuzzo Private Wealth
Pennsylvania
$389 -$150 -3 -27%
RWM
325
Rialto Wealth Management
New York
$389 +$50 +1 +14%