Lazard Global Total Return & Income Fund
LGI
39 hedge funds and large institutions have $34.5M invested in Lazard Global Total Return & Income Fund in 2025 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 17 increasing their positions, 9 reducing their positions, and 6 closing their positions.
89% more repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 9
17% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 6
3% more funds holding
Funds holding: 38 → 39 (+1)
4% more capital invested
Capital invested by funds: $33.2M → $34.5M (+$1.38M)
0.49% more ownership
Funds ownership: 14.72% → 15.21% (+0.49%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$613K |
| 2 |
Raymond James Financial
St Petersburg,
Florida
|
+$575K |
| 3 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$559K |
| 4 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$496K |
| 5 |
CSP
Cary Street Partners
Richmond,
Virginia
|
+$203K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$1.47M |
| 2 |
Jane Street
New York
|
-$299K |
| 3 |
HF
HRT Financial
New York
|
-$290K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$263K |
| 5 |
TCA
Transcend Capital Advisors
Madison,
New Jersey
|
-$202K |
LGI Hedge Fund Activity: Q4 2025 in Review
39 of the 8,270 institutional investors tracked by Wall St. Rank reported a position in Lazard Global Total Return & Income Fund (LGI) for Q4 2025, worth a combined $34.5M — up 4.2% from $33.2M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new LGI positions and 6 closed out — a net gain of 1 holder — while 17 added to existing stakes and 9 trimmed.
The largest buyer was Royal Bank of Canada, adding an estimated $613K. The largest seller was Wells Fargo, cutting an estimated $1.47M.
- 39 institutional investors held Lazard Global Total Return & Income Fund (LGI) as of Q4 2025, up from 38 in Q3 2025.
- Funds reported $34.5M of Lazard Global Total Return & Income Fund stock for Q4 2025, up 4.2% quarter-over-quarter.
- 7 funds opened new Lazard Global Total Return & Income Fund positions in Q4 2025 and 6 closed out, a net change of +1 holder.
- The largest Lazard Global Total Return & Income Fund buyer in Q4 2025 was Royal Bank of Canada, an estimated $613K added.
- The largest Lazard Global Total Return & Income Fund seller in Q4 2025 was Wells Fargo, an estimated $1.47M sold.
Based on aggregated 13F filings for Q4 2025.