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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
BFG
151
Bleakley Financial Group
New Jersey
$470K -$136K -2,738 -20%
New York State Teachers Retirement System (NYSTRS)
152
New York State Teachers Retirement System (NYSTRS)
New York
$434K
American Century Companies
153
American Century Companies
Missouri
$423K +$486K +9,775 New
PGFC
154
Peapack-Gladstone Financial Corp
New Jersey
$420K
ORC
155
O'Rourke & Company
Massachusetts
$419K +$696 +14 +0.1%
FFL
156
Future Fund LLC
Illinois
$419K +$481K +9,682 New
EDRH
157
Edmond de Rothschild Holding
Switzerland
$418K
Wellington Management Group
158
Wellington Management Group
Massachusetts
$417K +$479K +9,636 New
EFG
159
Everhart Financial Group
Ohio
$406K +$42.5K +854 +10%
KeyBank National Association
160
KeyBank National Association
Ohio
$386K +$124K +2,500 +39%
IPW
161
Impact Partnership Wealth
Georgia
$384K -$29K -584 -6%
BCA
162
Bay Colony Advisors
Massachusetts
$377K
Osaic Holdings
163
Osaic Holdings
Arizona
$371K -$702K -14,125 -62%
CL
164
Choreo LLC
Illinois
$366K
BNP Paribas Financial Markets
165
BNP Paribas Financial Markets
France
$364K -$11.4M -229,983 -96%
DC
166
Davenport & Co
Virginia
$358K +$19.9K +400 +5%
TCM
167
Teza Capital Management
Illinois
$341K -$429K -8,636 -52%
ARMT
168
Amica Retiree Medical Trust
Rhode Island
$328K +$47.7K +960 +15%
AB
169
Amalgamated Bank
New York
$321K +$10.1K +204 +3%
TWM
170
Tradition Wealth Management
Minnesota
$315K -$16.2K -325 -4%
VI
171
Vestcor Inc
New Brunswick, Canada
$309K +$355K +7,135 New
Northwestern Mutual Wealth Management
172
Northwestern Mutual Wealth Management
Wisconsin
$302K +$31.2K +628 +10%
RIL
173
Rothschild Investment LLC
Illinois
$281K
CGIM
174
Cannon Global Investment Management
Florida
$281K +$24.9K +500 +8%
MIM
175
MetLife Investment Management
New Jersey
$278K -$597 -12 -0.2%

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.