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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
First Trust Advisors
26
First Trust Advisors
Illinois
$26.4M +$6.25M +125,292 +30%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$25.9M -$13.7M -274,793 -34%
Federated Hermes
28
Federated Hermes
Pennsylvania
$25.2M -$2.78M -55,768 -10%
AU
29
Algebris (UK)
United Kingdom
$24.4M +$25.1M +502,730 New
Bank of New York Mellon
30
Bank of New York Mellon
New York
$24.4M -$5.59M -112,095 -18%
CIC
31
Crawford Investment Counsel
Georgia
$17.6M +$70.1K +1,405 +0.4%
AWM
32
AE Wealth Management
Kansas
$17.6M +$551K +11,039 +3%
Two Sigma Investments
33
Two Sigma Investments
New York
$17M +$11.2M +225,445 +180%
Bank of America
34
Bank of America
North Carolina
$17M -$2.82M -56,494 -14%
MIM
35
MetLife Investment Management
New Jersey
$16.3M +$13K +260 +0.1%
UBS Group
36
UBS Group
Switzerland
$16.1M +$6.33M +126,768 +62%
Citigroup
37
Citigroup
New York
$16M -$1.45M -29,133 -8%
WP
38
Woodline Partners
California
$15.3M +$15.7M +314,530 New
N
39
Nuveen
North Carolina
$14.5M +$155K +3,114 +1%
BCM
40
Basswood Capital Management
New York
$14.3M +$5.19M +104,067 +55%
GHA
41
GW Henssler & Associates
Georgia
$14.1M -$695K -13,926 -5%
Jane Street
42
Jane Street
New York
$12.8M +$1.39M +27,866 +12%
UBS AM
43
UBS AM
Illinois
$12.8M -$2.57M -51,482 -16%
PCM
44
Penn Capital Management
Pennsylvania
$12.8M -$646K -12,941 -5%
Susquehanna International Group
45
Susquehanna International Group
Pennsylvania
$12.6M +$1.56M +31,199 +14%
Walleye Capital
46
Walleye Capital
New York
$12.5M -$5.62M -112,661 -30%
New York State Common Retirement Fund
47
New York State Common Retirement Fund
New York
$11M
SPS
48
Susquehanna Portfolio Strategies
Pennsylvania
$10.6M
AQR Capital Management
49
AQR Capital Management
Connecticut
$10.1M +$6.85M +137,244 +193%
Swedbank
50
Swedbank
Sweden
$10.1M