We are live on ! Find out more

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
BCM
351
Bayesian Capital Management
New York
-$336K -6,366 Closed
PGFC
352
Peapack-Gladstone Financial Corp
New Jersey
-$322K -6,101 Closed
Parallax Volatility Advisers
353
Parallax Volatility Advisers
California
-$306K -5,791 Closed
PAS
354
Park Avenue Securities
New York
-$292K -5,533 Closed
SC
355
SummitTX Capital
Texas
-$276K -5,220 Closed
Group One Trading
356
Group One Trading
Illinois
-$255K -5,101 Closed
TPA
357
Trivium Point Advisory
Connecticut
-$216K -4,090 Closed
EF
358
Empowered Funds
Pennsylvania
-$216K -4,083 Closed
GI
359
GAMCO Investors
Connecticut
-$211K -4,000 Closed
OL
360
one8zero8 LLC
North Carolina
-$206K -3,900 Closed
UPS
361
UHLMANN PRICE SECURITIES
Illinois
-$206K -3,900 Closed
ACM
362
Aster Capital Management
United Arab Emirates
-$144K -2,729 Closed
PS
363
Principal Securities
Iowa
-$88.8K -1,682 Closed
Acadian Asset Management
364
Acadian Asset Management
Massachusetts
-$56K -1,063 Closed
BCM
365
Berbice Capital Management
New York
-$47.5K -900 Closed
CI Investments Inc
366
CI Investments Inc
Ontario, Canada
-$44K -834 Closed
HFS
367
Hopwood Financial Services
Virginia
-$42.2K -800 Closed
BAMF
368
BI Asset Management Fondsmaeglerselskab
Denmark
-$33K -632 Closed
BBHC
369
Brown Brothers Harriman & Co
New York
-$26.4K -500 Closed
UCB
370
United Community Bank
South Carolina
-$15.6K -295 Closed
FWA
371
Flagship Wealth Advisors
Massachusetts
-$14.6K -277 Closed
HIA
372
Harbor Investment Advisory
Maryland
-$13.2K -250 Closed
WANY
373
Wealthspire Advisors (New York)
New York
-$8.87K -168 Closed
ASN
374
Advisory Services Network
Georgia
-$8.64K -164 Closed
AT
375
Arlington Trust
Alabama
-$7.92K -150 Closed