We are live on ! Find out more

287 hedge funds and large institutions have $3.81B invested in Lazard in 2025 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 107 increasing their positions, 81 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more call options, than puts

Call options by funds: $10.2M | Put options by funds: $5.49M

32% more repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 81

6.24% more ownership

Funds ownership: 72.03%78.27% (+6.2%)

4% less first-time investments, than exits

New positions opened: 47 | Existing positions closed: 49

2% less funds holding

Funds holding: 294287 (-7)

9% less capital invested

Capital invested by funds: $4.18B → $3.81B (-$366M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
287
Holders Change
-7
Holders Change %
-2.38%
% of All Funds
3.85%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
47
Increased
107
Reduced
81
Closed
49
Calls
$10.2M
Puts
$5.49M
Net Calls
+$4.74M
Net Calls Change
-$9.01M
Name Holding Trade Value Shares
Change
Change in
Stake
CA
76
Callahan Advisors
Texas
$2.5M +$240K +4,836 +9%
Janney Montgomery Scott
77
Janney Montgomery Scott
Pennsylvania
$2.47M +$282K +5,680 +11%
M&T Bank
78
M&T Bank
New York
$2.43M -$763K -15,350 -21%
Squarepoint
79
Squarepoint
New York
$2.35M +$2.69M +54,160 New
LSC
80
Lesa Sroufe & Co
Washington
$2.21M +$2.54M +51,052 New
Treasurer of the State of North Carolina
81
Treasurer of the State of North Carolina
North Carolina
$2.17M +$97K +1,950 +4%
PWM
82
Paulson Wealth Management
Illinois
$2.11M
WSFS
83
Wilmington Savings Fund Society
Delaware
$2M
OLA
84
Oliver Luxxe Assets
New Jersey
$2M -$2.15M -43,185 -48%
ATC
85
Argent Trust Co
Tennessee
$1.97M +$21.3K +429 +1%
Teacher Retirement System of Texas
86
Teacher Retirement System of Texas
Texas
$1.89M -$851K -17,111 -28%
QT
87
Quantbot Technologies
New York
$1.85M +$2.06M +41,432 +2,943%
LPL Financial
88
LPL Financial
California
$1.81M +$17.5K +352 +0.8%
PFSRSONJ
89
Police & Firemen's Retirement System of New Jersey
New Jersey
$1.75M +$27.4K +551 +1%
HighTower Advisors
90
HighTower Advisors
Illinois
$1.73M -$16.6K -333 -0.8%
EP
91
Edgestream Partners
New Jersey
$1.72M -$2.36M -47,491 -54%
State of New Jersey Common Pension Fund D
92
State of New Jersey Common Pension Fund D
New Jersey
$1.7M +$55.7K +1,120 +3%
Capital Fund Management (CFM)
93
Capital Fund Management (CFM)
France
$1.7M +$1.95M +39,236 New
Commonwealth Equity Services
94
Commonwealth Equity Services
Massachusetts
$1.67M +$27.7K +558 +1%
AllianceBernstein
95
AllianceBernstein
Tennessee
$1.66M -$164K -3,300 -8%
DB
96
Danske Bank
Denmark
$1.64M +$750K +15,086 +66%
Barclays
97
Barclays
United Kingdom
$1.61M -$3.31M -66,532 -64%
Verition Fund Management
98
Verition Fund Management
Connecticut
$1.61M +$1.46M +29,321 +377%
JHCP
99
Jackson Hole Capital Partners
Oklahoma
$1.57M +$86.3K +1,735 +5%
Ohio Public Employees Retirement System (OPERS)
100
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.56M -$81.7K -1,644 -4%

LAZ Hedge Fund Activity: Q1 2025 in Review

287 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Lazard (LAZ) for Q1 2025, worth a combined $3.81B — down 8.8% from $4.18B a quarter earlier.

Sellers outnumbered buyers: 49 funds closed out of LAZ and 47 opened new positions — a net loss of 2 holders — while 81 trimmed existing stakes and 107 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $291M. The largest seller was Capital Research Global Investors, cutting an estimated $31.9M.

  • 287 institutional investors held Lazard (LAZ) as of Q1 2025, down from 294 in Q4 2024.
  • Funds reported $3.81B of Lazard stock for Q1 2025, down 8.8% quarter-over-quarter.
  • 47 funds opened new Lazard positions in Q1 2025 and 49 closed out, a net change of -2 holders.
  • The largest Lazard buyer in Q1 2025 was T. Rowe Price Associates, an estimated $291M added.
  • The largest Lazard seller in Q1 2025 was Capital Research Global Investors, an estimated $31.9M sold.

Based on aggregated 13F filings for Q1 2025.