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335 hedge funds and large institutions have $4.31B invested in Lazard in 2025 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 118 increasing their positions, 98 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

320% more call options, than puts

Call options by funds: $16.7M | Put options by funds: $3.98M

20% more repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 98

4.55% more ownership

Funds ownership: 74.14%78.68% (+4.5%)

4% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 52

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2% less capital invested

Capital invested by funds: $4.41B → $4.31B (-$104M)

2% less funds holding

Funds holding: 341335 (-6)

Holders
335
Holders Change
-6
Holders Change %
-1.76%
% of All Funds
4.07%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
54
Increased
118
Reduced
98
Closed
52
Calls
$16.7M
Puts
$3.98M
Net Calls
+$12.7M
Net Calls Change
-$3.65M
Name Holding Trade Value Shares
Change
Change in
Stake
IPWA
201
International Private Wealth Advisors
California
$325K +$15.3K +307 +5%
Cambridge Investment Research Advisors
202
Cambridge Investment Research Advisors
Iowa
$315K +$57.8K +1,158 +22%
X
203
Xponance
Pennsylvania
$313K +$11.6K +232 +4%
ICA
204
Infrastructure Capital Advisors
New York
$311K
BNP Paribas Financial Markets
205
BNP Paribas Financial Markets
France
$310K -$181K -3,628 -36%
AC
206
AXQ Capital
New Jersey
$302K +$310K +6,216 New
BC
207
Bayforest Capital
United Kingdom
$295K +$303K +6,078 New
AC
208
Armistice Capital
New York
$294K +$303K +6,064 New
PCG
209
Prosperity Consulting Group
Maryland
$293K -$12.2K -244 -4%
EFG
210
Everhart Financial Group
Ohio
$287K -$4.29K -86 -1%
ZCP
211
Z3 Capital Partners
Virginia
$287K +$295K +5,905 New
Amundi
212
Amundi
France
$278K +$286K +5,734 New
RIL
213
Rothschild Investment LLC
Illinois
$269K +$1.9K +38 +0.7%
AG
214
Ascent Group
Virginia
$266K -$156K -3,132 -36%
URS
215
Utah Retirement Systems
Utah
$238K
1CM
216
1492 Capital Management
Wisconsin
$236K +$243K +4,863 New
M1FG
217
Mach-1 Financial Group
Arkansas
$236K +$242K +4,853 New
Jones Financial Companies
218
Jones Financial Companies
Missouri
$234K +$6.99K +140 +3%
GRP
219
Global Retirement Partners
California
$230K +$217K +4,358 +1,141%
SWP
220
Strategic Wealth Partners
Ohio
$230K -$10.5K -210 -4%
Ensign Peak Advisors
221
Ensign Peak Advisors
Utah
$228K -$287K -5,750 -55%
AAM
222
Advisors Asset Management
Colorado
$227K -$7.04K -141 -3%
BHPW
223
Beverly Hills Private Wealth
California
$224K -$36.4K -730 -14%
MSRPS
224
Maryland State Retirement & Pension System
Maryland
$223K
BHCM
225
Brevan Howard Capital Management
Jersey
$220K -$435K -8,717 -66%