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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
Fidelity Investments
1
Fidelity Investments
Massachusetts
$451M -$31.7M -647,550 -6%
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$408M +$38.9M +794,579 +9%
BlackRock
3
BlackRock
New York
$322M +$7.52M +153,806 +2%
AI
4
Ariel Investments
Illinois
$248M +$25.9M +529,467 +10%
VCM
5
Vanguard Capital Management
Pennsylvania
$211M +$243M +4,963,089 New
VPM
6
Vanguard Portfolio Management
Pennsylvania
$210M +$242M +4,953,726 New
Geode Capital Management
7
Geode Capital Management
Massachusetts
$105M +$5.27M +107,818 +5%
Capital Research Global Investors
8
Capital Research Global Investors
California
$104M
Fisher Asset Management
9
Fisher Asset Management
Washington
$92.2M +$20.1M +410,208 +23%
Ameriprise
10
Ameriprise
Minnesota
$91.5M +$15.8M +323,207 +18%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$80.7M +$8.52M +174,199 +10%
State Street
12
State Street
Massachusetts
$80M -$14.4K -295 -0%
Victory Capital Management
13
Victory Capital Management
Texas
$76.2M -$6.65M -136,000 -7%
Morgan Stanley
14
Morgan Stanley
New York
$63.9M -$2.16M -44,233 -3%
Janus Henderson Group
15
Janus Henderson Group
United Kingdom
$60.8M +$2.38M +48,607 +4%
EIP
16
Epoch Investment Partners
New York
$57.8M -$9.9M -202,342 -13%
Invesco
17
Invesco
Georgia
$55.1M +$7.34M +150,008 +13%
Principal Financial Group
18
Principal Financial Group
Iowa
$53.8M -$10.4M -212,946 -14%
VOYA Investment Management
19
VOYA Investment Management
Georgia
$53.3M -$811K -16,584 -1%
Charles Schwab
20
Charles Schwab
California
$45.8M +$1.46M +29,886 +3%
RA
21
Royce & Associates
New York
$41.4M +$3.85M +78,658 +9%
Qube Research & Technologies (QRT)
22
Qube Research & Technologies (QRT)
United Kingdom
$40.4M +$42.3M +863,727 +980%
Two Sigma Investments
23
Two Sigma Investments
New York
$40.3M +$29.3M +598,623 +171%
Goldman Sachs
24
Goldman Sachs
New York
$39.9M +$3.85M +78,713 +9%
VFT
25
Vanguard Fiduciary Trust
Pennsylvania
$29.8M +$34.4M +702,542 New