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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
Raymond James Financial
126
Raymond James Financial
Florida
$1.55M -$94.7K -1,936 -5%
Zurich Cantonal Bank
127
Zurich Cantonal Bank
Switzerland
$1.41M +$261K +5,331 +19%
Mitsubishi UFJ Trust & Banking
128
Mitsubishi UFJ Trust & Banking
Japan
$1.36M +$354K +7,245 +29%
AAM
129
Aureus Asset Management
Massachusetts
$1.31M +$1.51M +30,822 New
D.E. Shaw & Co
130
D.E. Shaw & Co
New York
$1.3M -$3.23M -66,127 -68%
Carson Wealth (CWM LLC)
131
Carson Wealth (CWM LLC)
Nebraska
$1.28M +$183K +3,736 +14%
MNA
132
Manning & Napier Advisors
New York
$1.27M +$1.47M +30,000 New
AllianceBernstein
133
AllianceBernstein
Tennessee
$1.27M -$541K -11,057 -30%
Jones Financial Companies
134
Jones Financial Companies
Missouri
$1.22M +$1.29M +26,423 +548%
Commonwealth Equity Services
135
Commonwealth Equity Services
Massachusetts
$1.22M +$243K +4,977 +21%
Ohio Public Employees Retirement System (OPERS)
136
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.2M -$44.3K -906 -3%
Truist Financial
137
Truist Financial
North Carolina
$1.13M +$69.3K +1,417 +6%
Natixis Advisors
138
Natixis Advisors
Massachusetts
$1.13M -$52.9K -1,081 -4%
BCI
139
Brinker Capital Investments
Pennsylvania
$1.12M -$10.2K -209 -0.8%
ASRS
140
Arizona State Retirement System
Arizona
$1.11M -$10.8K -220 -0.8%
GLR
141
Great Lakes Retirement
Ohio
$1.1M +$79.6K +1,627 +7%
HPCM
142
Hunter Perkins Capital Management
Illinois
$1.07M +$9.34K +191 +0.8%
MC
143
Maverick Capital
Texas
$1.04M +$1.19M +24,404 New
Deutsche Bank
144
Deutsche Bank
Germany
$1.03M +$26.2K +536 +2%
OC
145
Oppenheimer & Co
New York
$1.02M +$14.2K +290 +1%
VIA
146
Vanguard Investments Australia
Australia
$973K +$1.12M +22,895 New
CAPTRUST Financial Advisors
147
CAPTRUST Financial Advisors
North Carolina
$947K +$96.4K +1,970 +10%
MCM
148
Mork Capital Management
California
$945K
SBH
149
Segall Bryant & Hamill
Illinois
$943K
EF
150
Empowered Funds
Pennsylvania
$904K +$1.04M +21,287 New