292 hedge funds and large institutions have $4.18B invested in Lazard in 2024 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 113 increasing their positions, 83 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
292
Holders Change
+21
Holders Change %
+7.75%
% of All Funds
3.89%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
55
Increased
113
Reduced
83
Closed
27
Calls
$19.4M
Puts
$5.61M
Net Calls
+$13.7M
Net Calls Change
+$5.16M
Name Holding Trade Value Shares
Change
Shares
Change %
SOW
201
State of Wyoming
Wyoming
$257K +$147K +2,853 +133%
AssetMark Inc
202
AssetMark Inc
California
$251K -$27.3K -530 -10%
BHPW
203
Beverly Hills Private Wealth
California
$248K +$5.56K +108 +2%
AAM
204
Advisors Asset Management
Colorado
$244K -$9.83K -191 -4%
Cambridge Investment Research Advisors
205
Cambridge Investment Research Advisors
Iowa
$238K -$257 -5 -0.1%
KWMG
206
King Wealth Management Group
Florida
$232K
LFRG
207
Lazard Frères Gestion
France
$231K -$441K -8,596 -66%
SG Americas Securities
208
SG Americas Securities
New York
$221K -$892K -17,298 -80%
BC
209
Bayforest Capital
United Kingdom
$219K +$219K +4,253 New
GCM
210
Graham Capital Management
Connecticut
$206K +$206K +4,003 New
EC
211
EntryPoint Capital
New York
$202K +$202K +3,920 New
OL
212
one8zero8 LLC
North Carolina
$201K +$201K +3,900 New
KBC Group
213
KBC Group
Belgium
$196K +$68.8K +1,338 +54%
PEAK6
214
PEAK6
Illinois
$156K +$156K +3,025 New
DAM
215
Delta Asset Management
Tennessee
$154K
AA
216
AlphaMark Advisors
Kentucky
$152K
National Bank of Canada
217
National Bank of Canada
Quebec, Canada
$126K -$17.1K -332 -12%
Jones Financial Companies
218
Jones Financial Companies
Missouri
$118K +$25.9K +503 +28%
US Bancorp
219
US Bancorp
Minnesota
$116K -$147K -2,853 -56%
CI Investments Inc
220
CI Investments Inc
Ontario, Canada
$109K +$98.7K +1,915 +958%
VWM
221
Venturi Wealth Management
Texas
$108K +$108K +2,100 New
SCM
222
Sterling Capital Management
North Carolina
$107K -$2.63K -51 -2%
TWC
223
TD Waterhouse Canada
Ontario, Canada
$104K +$56.8K +1,104 +119%
PNC Financial Services Group
224
PNC Financial Services Group
Pennsylvania
$103K +$1.13K +22 +1%
CF
225
Corebridge Financial
Texas
$99.8K -$4.17K -81 -4%