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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
VI
351
Vestcor Inc
New Brunswick, Canada
-$346K -7,135 Closed
IPWA
352
International Private Wealth Advisors
California
-$325K -6,688 Closed
AC
353
AXQ Capital
New Jersey
-$302K -6,216 Closed
AC
354
Armistice Capital
New York
-$294K -6,064 Closed
AG
355
Ascent Group
Virginia
-$266K -5,469 Closed
M1FG
356
Mach-1 Financial Group
Arkansas
-$236K -4,853 Closed
MSRPS
357
Maryland State Retirement & Pension System
Maryland
-$223K -4,587 Closed
KWMG
358
King Wealth Management Group
Florida
-$219K -4,500 Closed
LFG
359
Lazard Frères Gestion
France
-$218K -4,500 Closed
EWA
360
EP Wealth Advisors
California
-$211K -4,355 Closed
A
361
AlphaQuest
New York
-$190K -3,922 Closed
KAS
362
Kestra Advisory Services
Texas
-$26.3K -541 Closed
MCM
363
Manchester Capital Management
Vermont
-$17.8K -366 Closed
DB
364
Danske Bank
Denmark
-$14.6K -300 Closed
AGWCA
365
Annis Gardner Whiting Capital Advisors
Florida
-$10.8K -222 Closed
LWANC
366
Laurel Wealth Advisors (North Carolina)
North Carolina
-$5.83K -120 Closed
GA
367
GoalVest Advisory
New York
-$4.86K -100 Closed
TWD
368
True Wealth Design
Ohio
-$3.64K -75 Closed
GWSA
369
Global Wealth Strategies & Associates
Colorado
-$3.59K -74 Closed
WPA
370
Wealth Preservation Advisors
Tennessee
-$3.35K -69 Closed
CG
371
Curat Global
New Hampshire
-$2.43K -50 Closed
TPBG
372
Turning Point Benefit Group
Maryland
-$1.94K -40 Closed
RF
373
Rossby Financial
Florida
-$1.7K -35 Closed
SS
374
Sunbelt Securities
Texas
-$340 -7 Closed
HFS
375
Hantz Financial Services
Michigan
-$196 -4 -40%