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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
Wealth Enhancement Advisory Services
176
Wealth Enhancement Advisory Services
Minnesota
$275K +$31.2K +627 +11%
HWAM
177
Hennion & Walsh Asset Management
New Jersey
$270K +$310K +6,226 New
URS
178
Utah Retirement Systems
Utah
$260K
IAIM
179
International Assets Investment Management
Florida
$251K +$289K +5,805 New
APF
180
Alaska Permanent Fund
Alaska
$247K
SC
181
SummitTX Capital
Texas
$246K +$282K +5,670 New
MLA
182
My Legacy Advisors
Oregon
$245K +$6.91K +139 +3%
Universal-Beteiligungs- und Servicegesellschaft
183
Universal-Beteiligungs- und Servicegesellschaft
Germany
$237K +$272K +5,472 New
Prudential Financial
184
Prudential Financial
New Jersey
$230K +$217K +4,372 New
MSRPS
185
Maryland State Retirement & Pension System
Maryland
$221K -$56.5K -1,137 -18%
Cambridge Investment Research Advisors
186
Cambridge Investment Research Advisors
Iowa
$220K +$22.9K +461 +10%
PCG
187
Prosperity Consulting Group
Maryland
$217K -$9.65K -194 -4%
Citadel Advisors
188
Citadel Advisors
Florida
$216K +$248K +4,984 New
BHPW
189
Beverly Hills Private Wealth
California
$207K -$945 -19 -0.4%
KBC Group
190
KBC Group
Belgium
$203K +$43.3K +870 +23%
AssetMark Inc
191
AssetMark Inc
California
$194K -$20.1K -404 -8%
Walleye Trading
192
Walleye Trading
New York
$193K +$222K +4,455 New
AAM
193
Advisors Asset Management
Colorado
$191K -$16.5K -331 -7%
GWM
194
Geneos Wealth Management
Colorado
$182K +$84.1K +1,691 +146%
BC
195
Bayforest Capital
United Kingdom
$172K -$14.2K -286 -7%
Jones Financial Companies
196
Jones Financial Companies
Missouri
$167K +$77.9K +1,566 +68%
BC
197
Broadwater Capital
Massachusetts
$134K
DAM
198
Delta Asset Management
Tennessee
$130K
Group One Trading
199
Group One Trading
Illinois
$128K +$118K +2,379 +407%
PNC Financial Services Group
200
PNC Financial Services Group
Pennsylvania
$97.8K +$12.5K +251 +13%

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.