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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
Wealth Enhancement Advisory Services
176
Wealth Enhancement Advisory Services
Minnesota
$496K +$166K +3,394 +40%
JF
177
Jump Financial
Illinois
$485K +$182K +3,715 +48%
DS
178
DRW Securities
Illinois
$477K +$550K +11,235 New
BFG
179
Bleakley Financial Group
New Jersey
$472K +$14.1K +289 +3%
NW
180
NewEdge Wealth
Pennsylvania
$471K +$1.37K +28 +0.3%
XT
181
XTX Topco
Cayman Islands
$470K +$541K +11,054 New
AWM
182
AE Wealth Management
Kansas
$466K -$17.2M -351,332 -97%
ATC
183
Argent Trust Co
Tennessee
$453K -$1.8M -36,747 -78%
SDAM
184
Shulman DeMeo Asset Management
New York
$441K +$508K +10,385 New
I
185
InceptionR
California
$427K +$127K +2,593 +35%
Neuberger Berman Group
186
Neuberger Berman Group
New York
$406K -$9.83K -201 -2%
BCA
187
Bay Colony Advisors
Massachusetts
$392K
Pathstone Holdings
188
Pathstone Holdings
New Jersey
$380K -$33.2K -678 -7%
WAM
189
Weiss Asset Management
Massachusetts
$369K +$425K +8,693 New
TPCW
190
TD Private Client Wealth
New York
$367K +$10.3K +211 +3%
SFA
191
Sequoia Financial Advisors
Ohio
$366K -$62.3K -1,274 -13%
X
192
Xponance
Pennsylvania
$362K +$101K +2,057 +32%
Northwestern Mutual Wealth Management
193
Northwestern Mutual Wealth Management
Wisconsin
$352K -$26.4K -540 -6%
Universal-Beteiligungs- und Servicegesellschaft
194
Universal-Beteiligungs- und Servicegesellschaft
Germany
$349K
NSIM
195
North Star Investment Management
Illinois
$345K
DC
196
Davenport & Co
Virginia
$345K -$10.8K -221 -3%
ORC
197
O'Rourke & Company
Massachusetts
$338K +$13.7K +280 +4%
Cambridge Investment Research Advisors
198
Cambridge Investment Research Advisors
Iowa
$335K +$68.4K +1,399 +22%
ET
199
Entropy Technologies
New York
$334K -$406K -8,302 -51%
Baird Financial Group
200
Baird Financial Group
Wisconsin
$330K -$46.9K -958 -11%