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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
QWM
326
Quaker Wealth Management
New Jersey
$340 +$50 +1 +17%
SS
327
Sunbelt Securities
Texas
$340 +$349 +7 New
HIA
328
HFM Investment Advisors
New Jersey
$292
SIC
329
SJS Investment Consulting
Ohio
$292
ACA
330
American Capital Advisory
Idaho
$243
DF
331
Dunhill Financial
United Kingdom
$125 +$150 +3 New
SAM
332
Smartleaf Asset Management
Massachusetts
$99
AWM
333
Activest Wealth Management
Florida
$49 +$50 +1 New
OC
334
Optima Capital
Oregon
$49 +$50 +1 New
Alyeska Investment Group
335
Alyeska Investment Group
Illinois
-$18.2M -344,843 Closed
Macquarie Group
336
Macquarie Group
Australia
-$9.69M -183,520 Closed
SFM
337
Soros Fund Management
New York
-$6.58M -124,750 Closed
PAMP
338
Polar Asset Management Partners
Ontario, Canada
-$6.29M -119,218 Closed
HighTower Advisors
339
HighTower Advisors
Illinois
-$2.11M -40,021 Closed
HF
340
HRT Financial
New York
-$1.65M -31,318 Closed
O
341
Ossiam
France
-$1.51M -28,555 Closed
HSBC Holdings
342
HSBC Holdings
United Kingdom
-$1.13M -21,919 Closed
CPC
343
Cookson Peirce & Co
Pennsylvania
-$935K -17,710 Closed
XT
344
XTX Topco
Cayman Islands
-$610K -11,555 Closed
N
345
Natixis
France
-$537K -10,175 Closed
IPW
346
Impact Partnership Wealth
Georgia
-$531K -10,063 Closed
IWC
347
Integrated Wealth Concepts
Massachusetts
-$510K -9,669 Closed
LI
348
LifeWealth Investments
Florida
-$502K -9,505 Closed
WAM
349
Weiss Asset Management
Massachusetts
-$399K -7,556 Closed
Prudential Financial
350
Prudential Financial
New Jersey
-$341K -6,462 Closed