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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
TPWA
326
Twin Peaks Wealth Advisors
California
$212 +$245 +5 New
SAM
327
Smartleaf Asset Management
Massachusetts
$202 +$147 +3 +150%
HIA
328
HFM Investment Advisors
New Jersey
$170 -$98 -2 -33%
VWM
329
Vermillion Wealth Management
Minnesota
$170 +$196 +4 New
DF
330
Dunhill Financial
United Kingdom
$109 -$49 -1 -33%
3FI
331
3 Factor Indexing
California
$85 +$98 +2 New
KFAS
332
Keating Financial Advisory Services
Kansas
$42 -$2.45K -50 -98%
Norges Bank
333
Norges Bank
Norway
-$80.2M -1,650,918 Closed
Two Sigma Advisers
334
Two Sigma Advisers
New York
-$7.53M -155,000 Closed
Point72 Asset Management
335
Point72 Asset Management
Connecticut
-$6.53M -134,480 Closed
FM
336
Freemont Management
Switzerland
-$5.64M -116,205 Closed
LIP
337
Lighthouse Investment Partners
Florida
-$2.89M -59,436 Closed
KWM
338
Kingsview Wealth Management
Oregon
-$2.82M -58,059 Closed
LG
339
Leuthold Group
Minnesota
-$2.68M -55,271 Closed
LSC
340
Lesa Sroufe & Co
Washington
-$2.57M -52,834 Closed
RP
341
Riverwater Partners
Wisconsin
-$1.45M -29,801 Closed
TAP
342
Tounjian Advisory Partners
Florida
-$1.14M -23,444 Closed
LJAC
343
L.J. Altfest & Co
New York
-$1.14M -23,392 Closed
I
344
InterCapital
Texas
-$995K -20,500 Closed
GCA
345
Greenwood Capital Associates
South Carolina
-$978K -20,139 Closed
AI
346
Atom Investors
Texas
-$847K -17,437 Closed
CWA
347
Centennial Wealth Advisory
Michigan
-$621K -12,795 Closed
CM
348
Caption Management
Oklahoma
-$578K -11,900 Closed
QT
349
Quantbot Technologies
New York
-$461K -9,501 Closed
CCIA
350
Campbell & Co Investment Adviser
Maryland
-$378K -7,775 Closed