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294 hedge funds and large institutions have $4.18B invested in Lazard in 2024 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 113 increasing their positions, 85 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

245% more call options, than puts

Call options by funds: $19.4M | Put options by funds: $5.61M

100% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 27

33% more repeat investments, than reductions

Existing positions increased: 113 | Existing positions reduced: 85

7% more funds holding

Funds holding: 274294 (+20)

1.64% more ownership

Funds ownership: 70.39%72.03% (+1.6%)

4% more capital invested

Capital invested by funds: $4B → $4.18B (+$180M)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
294
Holders Change
+20
Holders Change %
+7.3%
% of All Funds
3.87%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
54
Increased
113
Reduced
85
Closed
27
Calls
$19.4M
Puts
$5.61M
Net Calls
+$13.7M
Net Calls Change
+$5.16M
Name Holding Trade Value Shares
Change
Change in
Stake
PCG
201
Prosperity Consulting Group
Maryland
$268K +$279K +5,202 New
SOW
202
State of Wyoming
Wyoming
$257K +$153K +2,853 +133%
AssetMark Inc
203
AssetMark Inc
California
$251K -$28.4K -530 -10%
BHPW
204
Beverly Hills Private Wealth
California
$248K +$5.79K +108 +2%
AAM
205
Advisors Asset Management
Colorado
$244K -$10.2K -191 -4%
Cambridge Investment Research Advisors
206
Cambridge Investment Research Advisors
Iowa
$238K -$268 -5 -0.1%
KWMG
207
King Wealth Management Group
Florida
$232K
LFG
208
Lazard Frères Gestion
France
$231K -$460K -8,596 -66%
SG Americas Securities
209
SG Americas Securities
New York
$221K -$927K -17,298 -80%
BC
210
Bayforest Capital
United Kingdom
$219K +$228K +4,253 New
GCM
211
Graham Capital Management
Connecticut
$206K +$214K +4,003 New
EC
212
EntryPoint Capital
New York
$202K +$210K +3,920 New
OL
213
one8zero8 LLC
North Carolina
$201K +$209K +3,900 New
KBC Group
214
KBC Group
Belgium
$196K +$71.7K +1,338 +54%
BC
215
Broadwater Capital
Massachusetts
$160K
PEAK6
216
PEAK6
Illinois
$156K +$162K +3,025 New
DAM
217
Delta Asset Management
Tennessee
$154K
AA
218
AlphaMark Advisors
Kentucky
$152K
National Bank of Canada
219
National Bank of Canada
Quebec, Canada
$126K -$17.8K -332 -12%
Jones Financial Companies
220
Jones Financial Companies
Missouri
$118K +$26.9K +503 +28%
US Bancorp
221
US Bancorp
Minnesota
$116K -$153K -2,853 -56%
CI Investments Inc
222
CI Investments Inc
Ontario, Canada
$109K +$103K +1,915 +958%
VWM
223
Venturi Wealth Management
Texas
$108K +$112K +2,100 New
SCM
224
Sterling Capital Management
North Carolina
$107K -$2.73K -51 -2%
TWC
225
TD Waterhouse Canada
Ontario, Canada
$104K +$59.1K +1,104 +119%