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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
CFM
126
Catalyst Funds Management
Australia
$1.41M +$1.45M +29,007 New
Zurich Cantonal Bank
127
Zurich Cantonal Bank
Switzerland
$1.36M +$64.9K +1,300 +5%
Natixis Advisors
128
Natixis Advisors
Massachusetts
$1.34M +$5.44K +109 +0.4%
BCI
129
Brinker Capital Investments
Pennsylvania
$1.29M -$28.7K -575 -2%
Carson Wealth (CWM LLC)
130
Carson Wealth (CWM LLC)
Nebraska
$1.28M +$166K +3,320 +14%
ASRS
131
Arizona State Retirement System
Arizona
$1.28M -$78K -1,564 -6%
Truist Financial
132
Truist Financial
North Carolina
$1.22M -$51.5K -1,033 -4%
HPCM
133
Hunter Perkins Capital Management
Illinois
$1.22M -$172K -3,455 -12%
Mitsubishi UFJ Trust & Banking
134
Mitsubishi UFJ Trust & Banking
Japan
$1.2M +$88.1K +1,766 +8%
GLR
135
Great Lakes Retirement
Ohio
$1.18M +$82.1K +1,646 +7%
OC
136
Oppenheimer & Co
New York
$1.15M
Commonwealth Equity Services
137
Commonwealth Equity Services
Massachusetts
$1.15M -$90.8K -1,820 -7%
Deutsche Bank
138
Deutsche Bank
Germany
$1.15M -$164K -3,285 -12%
American Century Companies
139
American Century Companies
Missouri
$1.14M -$695K -13,934 -37%
TAP
140
Tounjian Advisory Partners
Florida
$1.14M -$8.78K -176 -0.7%
LJAC
141
L.J. Altfest & Co
New York
$1.14M +$1.17M +23,392 New
Cetera Investment Advisers
142
Cetera Investment Advisers
Illinois
$1.09M -$180K -3,611 -14%
MCM
143
Mork Capital Management
California
$1.08M +$1.11M +22,250 New
SBH
144
Segall Bryant & Hamill
Illinois
$1.08M
AGP
145
Autumn Glory Partners
Texas
$1.07M +$50.6K +1,015 +5%
Mackenzie Financial
146
Mackenzie Financial
Ontario, Canada
$1.04M -$16.3M -326,409 -94%
I
147
InterCapital
Texas
$995K +$1.02M +20,500 New
CAPTRUST Financial Advisors
148
CAPTRUST Financial Advisors
North Carolina
$987K +$436K +8,747 +76%
KK
149
KLP Kapitalforvaltning
Norway
$981K +$24.9K +500 +3%
GCA
150
Greenwood Capital Associates
South Carolina
$978K +$51.9K +1,041 +5%