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Lazard
LAZ

Overview Fund Activity

283 hedge funds and large institutions have $3.75B invested in Lazard in 2025 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 105 increasing their positions, 80 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
283
Holders Change
-9
Holders Change %
-3.08%
% of All Funds
3.84%
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
105
Reduced
80
Closed
50
Calls
$10.2M
Puts
$5.49M
Net Calls
+$4.74M
Net Calls Change
-$9.01M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$253M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$105M
3
Amundi
Amundi
France
+$51.3M
4
Victory Capital Management
Victory Capital Management
Texas
+$21.1M
5
Ameriprise
Ameriprise
Minnesota
+$17.6M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$27.8M
2
Morgan Stanley
Morgan Stanley
New York
-$20.1M
3
KPM
Kinetic Partners Management
Florida
-$16.9M
4
PFMOSF
Philadelphia Financial Management of San Francisco
California
-$15M
5
Alyeska Investment Group
Alyeska Investment Group
Illinois
-$14.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
GI
226
GAMMA Investing
California
$25.3K +$5.41K +125 +27%
MCM
227
MAI Capital Management
Ohio
$21.9K – – –
WT
228
Whittier Trust
California
$18.4K – – –
HWA
229
HHM Wealth Advisors
Tennessee
$17.8K -$37.1K -857 -68%
CTC
230
Central Trust Company
Missouri
$17.3K – – –
Fifth Third Bancorp
231
Fifth Third Bancorp
Ohio
$15.2K – – –
BWAM
232
Boyd Watterson Asset Management
Ohio
$13.7K – – –
HI
233
Harbour Investments
Wisconsin
$12.6K +$43 +1 +0.3%
S
234
SignatureFD
Georgia
$11.8K +$11.3K +260 +2,000%
EWA
235
EverSource Wealth Advisors
Alabama
$11.4K +$3.98K +92 +53%
HBW
236
Hazlett, Burt & Watson
West Virginia
$10K – – –
CA
237
Clearstead Advisors
Ohio
$9.11K +$1.43K +33 +19%
LWMI
238
Legacy Wealth Management (Idaho)
Idaho
$8.44K – – –
BIG
239
Brooklyn Investment Group
New York
$8.14K +$8.1K +187 +18,700%
JWA
240
JFS Wealth Advisors
Pennsylvania
$7.97K -$7.02K -162 -47%
AF
241
Allworth Financial
California
$7.14K +$6.98K +175 +4,375%
AT
242
Arlington Trust
Alabama
$6.5K +$6.5K +150 New
CT
243
Clearstead Trust
Maine
$6.45K +$6.45K +149 New
PTC
244
Private Trust Company
Ohio
$5.2K – – –
LWANC
245
Laurel Wealth Advisors (North Carolina)
North Carolina
$5.2K – – –
CCM
246
Coldstream Capital Management
Washington
$5.02K +$5.02K +116 New
GWSG
247
GPS Wealth Strategies Group
Colorado
$4.98K – – –
PSFG
248
Park Square Financial Group
Georgia
$4.33K – – –
CSB
249
City State Bank
Iowa
$4.33K – – –
N
250
Natixis
France
$3.92K +$3.92K +91 New
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