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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
Neuberger Berman Group
176
Neuberger Berman Group
New York
$473K +$70K +1,402 +17%
EC
177
EntryPoint Capital
New York
$469K +$482K +9,665 New
Pathstone Holdings
178
Pathstone Holdings
New Jersey
$467K +$150 +3 +0%
QT
179
Quantbot Technologies
New York
$461K +$474K +9,501 New
BCA
180
Bay Colony Advisors
Massachusetts
$448K
Wealth Enhancement Advisory Services
181
Wealth Enhancement Advisory Services
Minnesota
$435K -$25.7K -515 -6%
Northwestern Mutual Wealth Management
182
Northwestern Mutual Wealth Management
Wisconsin
$429K +$67.6K +1,354 +18%
Baird Financial Group
183
Baird Financial Group
Wisconsin
$424K -$112K -2,238 -20%
OSAM
184
O'Shaughnessy Asset Management
Connecticut
$417K +$34.2K +685 +9%
PAG
185
Private Advisor Group
New Jersey
$413K +$211K +4,234 +99%
TPCW
186
TD Private Client Wealth
New York
$410K -$81.9K -1,642 -16%
DC
187
Davenport & Co
Virginia
$405K +$4.99K +100 +1%
Universal-Beteiligungs- und Servicegesellschaft
188
Universal-Beteiligungs- und Servicegesellschaft
Germany
$399K -$53.7K -1,076 -12%
NSIM
189
North Star Investment Management
Illinois
$395K
ECM
190
Evergreen Capital Management
Washington
$384K +$199K +3,988 +102%
CCIA
191
Campbell & Co Investment Adviser
Maryland
$378K +$388K +7,775 New
JF
192
Jump Financial
Illinois
$374K +$384K +7,700 New
TWM
193
Tradition Wealth Management
Minnesota
$374K -$88.8K -1,780 -19%
ORC
194
O'Rourke & Company
Massachusetts
$373K -$4.64K -93 -1%
Public Employees Retirement Association of Colorado
195
Public Employees Retirement Association of Colorado
Colorado
$363K
I
196
InceptionR
California
$362K -$305K -6,122 -45%
HNB
197
Hilltop National Bank
Wyoming
$361K
VI
198
Vestcor Inc
New Brunswick, Canada
$346K
AB
199
Amalgamated Bank
New York
$339K +$49.5K +991 +17%
Rockefeller Capital Management
200
Rockefeller Capital Management
New York
$333K +$105K +2,106 +44%