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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
MWM
301
Magnolia Wealth Management
Alabama
$2.55K +$2.94K +60 New
KG
302
Kilter Group
New York
$2.51K
KCM
303
Key Capital Management
Tennessee
$2.42K +$2.25K +46 +418%
Bessemer Group
304
Bessemer Group
New Jersey
$2K -$22.5K -460 -93%
PWA
305
Physician Wealth Advisors
Utah
$2K +$2.3K +47 New
UB
306
UMB Bank
Missouri
$1.83K +$587 +12 +39%
SIC
307
SJS Investment Consulting
Ohio
$1.32K +$1.22K +25 +417%
WIM
308
Westside Investment Management
California
$1.27K
BTI
309
Blue Trust Inc
Georgia
$1.19K -$342 -7 -20%
SWM
310
SHP Wealth Management
Massachusetts
$977 +$1.13K +23 New
CH
311
Cromwell Holdings
Wyoming
$892 +$538 +11 +110%
PWPS
312
Pinnacle Wealth Planning Services
Ohio
$892 +$1.03K +21 New
Nisa Investment Advisors
313
Nisa Investment Advisors
Missouri
$765 -$489 -10 -36%
AF
314
Advisornet Financial
Minnesota
$722 +$245 +5 +42%
QC
315
Quent Capital
New York
$637 -$3.62K -74 -83%
MEG
316
Millstone Evans Group
Colorado
$637
FFO
317
Fortitude Family Office
Arizona
$595
VCM
318
Versant Capital Management
Arizona
$510
DPW
319
DiNuzzo Private Wealth
Pennsylvania
$510 +$196 +4 +50%
RWM
320
Rialto Wealth Management
New York
$510 +$196 +4 +50%
TFA
321
Transamerica Financial Advisors
Florida
$467 +$538 +11 New
ACA
322
American Capital Advisory
Idaho
$425 +$245 +5 +100%
AP
323
Atwood & Palmer
Missouri
$383 +$440 +9 New
BHWM
324
Bay Harbor Wealth Management
Maryland
$297 -$98 -2 -22%
QWM
325
Quaker Wealth Management
New Jersey
$255 -$49 -1 -14%