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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
PWM
101
Paulson Wealth Management
Illinois
$2.37M
OLA
102
Oliver Luxxe Assets
New Jersey
$2.31M +$11.7K +235 +0.5%
ATC
103
Argent Trust Co
Tennessee
$2.3M +$27.3K +547 +1%
State of New Jersey Common Pension Fund D
104
State of New Jersey Common Pension Fund D
New Jersey
$2.25M +$315K +6,315 +16%
WSFS
105
Wilmington Savings Fund Society
Delaware
$2.24M
MWM
106
Moran Wealth Management
Florida
$2.22M -$163K -3,276 -7%
Envestnet Asset Management
107
Envestnet Asset Management
Illinois
$2.18M -$1.87M -37,383 -45%
LPL Financial
108
LPL Financial
California
$2.16M -$808K -16,200 -27%
Teacher Retirement System of Texas
109
Teacher Retirement System of Texas
Texas
$2.05M -$72.3K -1,448 -3%
ANTB
110
AMG National Trust Bank
Colorado
$2.02M -$127K -2,551 -6%
JFG
111
Jefferies Financial Group
New York
$1.98M +$2.04M +40,842 New
PFSRSONJ
112
Police & Firemen's Retirement System of New Jersey
New Jersey
$1.96M -$46K -922 -2%
National Bank of Canada
113
National Bank of Canada
Quebec, Canada
$1.9M +$783K +15,683 +67%
Treasurer of the State of North Carolina
114
Treasurer of the State of North Carolina
North Carolina
$1.87M -$140K -2,814 -7%
Franklin Resources
115
Franklin Resources
California
$1.87M +$380K +7,614 +25%
Raymond James Financial
116
Raymond James Financial
Florida
$1.87M +$45.6K +913 +2%
RSWM
117
Robertson Stephens Wealth Management
California
$1.86M +$1.91M +38,220 New
Corient Private Wealth
118
Corient Private Wealth
Florida
$1.85M +$1.9M +38,040 New
SG Americas Securities
119
SG Americas Securities
New York
$1.81M +$749K +15,011 +67%
AllianceBernstein
120
AllianceBernstein
Tennessee
$1.81M -$7.01M -140,418 -79%
Creative Planning
121
Creative Planning
Kansas
$1.76M +$780K +15,629 +76%
Thrivent Financial for Lutherans
122
Thrivent Financial for Lutherans
Minnesota
$1.63M
CGH
123
Crossmark Global Holdings
Texas
$1.45M -$1.73M -34,669 -54%
RP
124
Riverwater Partners
Wisconsin
$1.45M +$617K +12,373 +71%
Ohio Public Employees Retirement System (OPERS)
125
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.42M -$60.7K -1,217 -4%