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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
Cerity Partners
201
Cerity Partners
New York
$326K +$376K +7,677 New
FGP
202
Freestone Grove Partners
California
$325K +$374K +7,643 New
Public Employees Retirement Association of Colorado
203
Public Employees Retirement Association of Colorado
Colorado
$318K
HNB
204
Hilltop National Bank
Wyoming
$316K
ICA
205
Infrastructure Capital Advisors
New York
$314K +$48.6K +994 +16%
ECM
206
Evergreen Capital Management
Washington
$294K -$48.9K -999 -13%
LAM
207
LECAP Asset Management
United Kingdom
$286K -$383K -7,832 -54%
RIL
208
Rothschild Investment LLC
Illinois
$278K +$49.4K +1,009 +18%
TWM
209
Tradition Wealth Management
Minnesota
$277K -$57.2K -1,170 -15%
1CM
210
1492 Capital Management
Wisconsin
$276K +$79.5K +1,626 +33%
OSAM
211
O'Shaughnessy Asset Management
Connecticut
$273K -$106K -2,162 -25%
AHL
212
Abel Hall LLC
Louisiana
$267K +$307K +6,285 New
PAG
213
Private Advisor Group
New Jersey
$255K -$123K -2,512 -30%
Rockefeller Capital Management
214
Rockefeller Capital Management
New York
$254K -$42.8K -874 -13%
SLAM
215
Swiss Life Asset Management
$249K +$70.7K +1,446 +33%
ZCP
216
Z3 Capital Partners
Virginia
$249K -$2.45K -50 -0.8%
EFG
217
Everhart Financial Group
Ohio
$245K -$7.29K -149 -3%
AB
218
Amalgamated Bank
New York
$243K -$62.3K -1,273 -18%
DnB Asset Management
219
DnB Asset Management
Norway
$235K +$271K +5,543 New
PCG
220
Prosperity Consulting Group
Maryland
$234K -$26.2K -535 -9%
BA
221
Bridgewater Associates
Connecticut
$229K -$338K -6,914 -56%
EC
222
EntryPoint Capital
New York
$215K -$225K -4,596 -48%
BHCM
223
Brevan Howard Capital Management
Jersey
$214K +$25K +511 +11%
KJHP
224
K.J. Harrison & Partners
Ontario, Canada
$212K +$245K +5,000 New
Mercer Global Advisors
225
Mercer Global Advisors
Colorado
$211K +$242K +4,956 New