We are live on ! Find out more

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
Cetera Investment Advisers
151
Cetera Investment Advisers
Illinois
$898K -$63.5K -1,298 -6%
AGP
152
Autumn Glory Partners
Texas
$896K -$49K -1,002 -5%
KK
153
KLP Kapitalforvaltning
Norway
$888K +$34.2K +700 +3%
HSBC Holdings
154
HSBC Holdings
United Kingdom
$794K +$926K +18,920 New
SAM
155
Southeastern Asset Management
Tennessee
$790K
Handelsbanken Fonder
156
Handelsbanken Fonder
Sweden
$786K
Manulife (Manufacturers Life Insurance)
157
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$754K +$62.6K +1,279 +8%
EI
158
EFG International
$749K
FFL
159
Future Fund LLC
Illinois
$718K +$103K +2,096 +14%
GHAM
160
Gilman Hill Asset Management
Connecticut
$710K +$49.4K +1,010 +6%
IC
161
IEQ Capital
California
$708K +$816K +16,671 New
FRA
162
Frank Rimerman Advisors
California
$686K +$2.98K +61 +0.4%
CA
163
Calton & Associates
Florida
$684K -$434K -8,876 -28%
Pictet Asset Management
164
Pictet Asset Management
Switzerland
$669K +$49.2K +1,006 +7%
Thrivent Financial for Lutherans
165
Thrivent Financial for Lutherans
Minnesota
$592K -$964K -19,708 -59%
Corient Private Wealth
166
Corient Private Wealth
Florida
$567K -$1.21M -24,703 -65%
KeyBank National Association
167
KeyBank National Association
Ohio
$563K +$61.6K +1,259 +11%
TWC
168
TD Waterhouse Canada
Ontario, Canada
$550K +$529K +10,804 +471%
LC
169
Lawood & Co
Pennsylvania
$540K +$31.8K +650 +5%
HWAM
170
Hennion & Walsh Asset Management
New Jersey
$534K -$19.2K -392 -3%
Osaic Holdings
171
Osaic Holdings
Arizona
$533K -$94.2K -1,925 -13%
JFG
172
Jefferies Financial Group
New York
$533K -$1.38M -28,304 -69%
EMPI
173
Elo Mutual Pension Insurance
Finland
$524K +$36K +736 +6%
Mackenzie Financial
174
Mackenzie Financial
Ontario, Canada
$514K -$443K -9,048 -43%
CA
175
Claro Advisors
Massachusetts
$504K -$147 -3 -0%