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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
CM
101
Capula Management
Cayman Islands
$2.34M +$2.7M +55,093 New
CA
102
Callahan Advisors
Texas
$2.33M -$73.1K -1,495 -3%
EGM
103
Engineers Gate Manager
New York
$2.32M +$2.67M +54,663 New
Boston Partners
104
Boston Partners
Massachusetts
$2.22M +$2.56M +52,320 New
BNP Paribas Financial Markets
105
BNP Paribas Financial Markets
France
$2.18M +$2.19M +44,841 +702%
PAMP
106
Polar Asset Management Partners
Ontario, Canada
$2.15M +$2.48M +50,674 New
PWM
107
Paulson Wealth Management
Illinois
$2.07M
OLA
108
Oliver Luxxe Assets
New Jersey
$2.02M -$3.08K -63 -0.1%
JG
109
Jain Global
New York
$2.02M +$2.32M +47,473 New
National Bank of Canada
110
National Bank of Canada
Quebec, Canada
$2M +$393K +8,041 +21%
MWM
111
Moran Wealth Management
Florida
$1.97M +$23.1K +472 +1%
Franklin Resources
112
Franklin Resources
California
$1.96M +$373K +7,624 +20%
WSFS
113
Wilmington Savings Fund Society
Delaware
$1.96M
VGA
114
Vanguard Global Advisers
Pennsylvania
$1.95M +$2.24M +45,870 New
LPL Financial
115
LPL Financial
California
$1.89M +$4.89K +100 +0.2%
State of New Jersey Common Pension Fund D
116
State of New Jersey Common Pension Fund D
New Jersey
$1.87M -$110K -2,256 -5%
CFM
117
Catalyst Funds Management
Australia
$1.85M +$709K +14,500 +50%
Creative Planning
118
Creative Planning
Kansas
$1.85M +$353K +7,214 +20%
ANTB
119
AMG National Trust Bank
Colorado
$1.72M -$53.7K -1,098 -3%
PFSRSONJ
120
Police & Firemen's Retirement System of New Jersey
New Jersey
$1.72M
M&T Bank
121
M&T Bank
New York
$1.67M -$511K -10,447 -21%
Treasurer of the State of North Carolina
122
Treasurer of the State of North Carolina
North Carolina
$1.67M +$40.9K +836 +2%
Teacher Retirement System of Texas
123
Teacher Retirement System of Texas
Texas
$1.65M -$168K -3,438 -8%
RSWM
124
Robertson Stephens Wealth Management
California
$1.64M +$14.9K +305 +0.8%
PEAK6
125
PEAK6
Illinois
$1.6M +$1.84M +37,638 New