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287 hedge funds and large institutions have $3.81B invested in Lazard in 2025 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 107 increasing their positions, 81 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more call options, than puts

Call options by funds: $10.2M | Put options by funds: $5.49M

32% more repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 81

6.24% more ownership

Funds ownership: 72.03%78.27% (+6.2%)

4% less first-time investments, than exits

New positions opened: 47 | Existing positions closed: 49

2% less funds holding

Funds holding: 294287 (-7)

9% less capital invested

Capital invested by funds: $4.18B → $3.81B (-$366M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
287
Holders Change
-7
Holders Change %
-2.38%
% of All Funds
3.85%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
47
Increased
107
Reduced
81
Closed
49
Calls
$10.2M
Puts
$5.49M
Net Calls
+$4.74M
Net Calls Change
-$9.01M
Name Holding Trade Value Shares
Change
Change in
Stake
CI Investments Inc
201
CI Investments Inc
Ontario, Canada
$95K +$4.28K +86 +4%
HPC
202
HM Payson & Co
Maine
$89.1K +$91.6K +1,843 +861%
TWC
203
TD Waterhouse Canada
Ontario, Canada
$84.2K -$5.22K -105 -5%
CF
204
Corebridge Financial
Texas
$80.8K -$3.58K -72 -4%
PS
205
Principal Securities
Iowa
$80.8K
LC
206
Lindbrook Capital
California
$78.8K +$90.5K +1,820 New
TRCT
207
Tower Research Capital (TRC)
New York
$64.6K -$219K -4,400 -75%
Nomura Asset Management
208
Nomura Asset Management
Japan
$61.5K
US Bancorp
209
US Bancorp
Minnesota
$60.7K -$42.3K -850 -38%
SWM
210
Spire Wealth Management
Virginia
$55.7K -$2.49K -50 -4%
FFA
211
Farther Finance Advisors
California
$54.5K +$38.4K +773 +164%
SPIA
212
Steward Partners Investment Advisory
New York
$53.2K
RF
213
Roxbury Financial
New Jersey
$51.9K
Bessemer Group
214
Bessemer Group
New Jersey
$50K +$57.2K +1,150 New
A
215
AlphaQuest
New York
$44.9K -$4.92K -99 -9%
NA
216
NewEdge Advisors
Louisiana
$42.7K +$448 +9 +0.9%
CA
217
Continuum Advisory
Idaho
$39.4K -$2.49K -50 -5%
BCM
218
Berbice Capital Management
New York
$39K
AAP
219
Arax Advisory Partners
Colorado
$37.2K +$42.8K +860 New
MA
220
MCF Advisors
Kentucky
$35.2K +$10.8K +217 +36%
RFS
221
Richardson Financial Services
Massachusetts
$34.6K +$1.99K +40 +5%
HFS
222
Hopwood Financial Services
Virginia
$34.6K
IA
223
IFP Advisors
Florida
$33.9K
C
224
Covestor
United Kingdom
$32K +$17.6K +353 +91%
SCM
225
Sterling Capital Management
North Carolina
$31.8K -$66.8K -1,343 -65%

LAZ Hedge Fund Activity: Q1 2025 in Review

287 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Lazard (LAZ) for Q1 2025, worth a combined $3.81B — down 8.8% from $4.18B a quarter earlier.

Sellers outnumbered buyers: 49 funds closed out of LAZ and 47 opened new positions — a net loss of 2 holders — while 81 trimmed existing stakes and 107 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $291M. The largest seller was Capital Research Global Investors, cutting an estimated $31.9M.

  • 287 institutional investors held Lazard (LAZ) as of Q1 2025, down from 294 in Q4 2024.
  • Funds reported $3.81B of Lazard stock for Q1 2025, down 8.8% quarter-over-quarter.
  • 47 funds opened new Lazard positions in Q1 2025 and 49 closed out, a net change of -2 holders.
  • The largest Lazard buyer in Q1 2025 was T. Rowe Price Associates, an estimated $291M added.
  • The largest Lazard seller in Q1 2025 was Capital Research Global Investors, an estimated $31.9M sold.

Based on aggregated 13F filings for Q1 2025.