337 hedge funds and large institutions have $4.4B invested in Lazard in 2025 Q3 according to their latest regulatory filings, with 77 funds opening new positions, 103 increasing their positions, 101 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

2% more repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 101

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2.77% less ownership

Funds ownership: 76.64%73.87% (-2.8%)

Holders
337
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$23.3M
Puts
$6.92M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PNC Financial Services Group
226
PNC Financial Services Group
Pennsylvania
$193K
PD
227
Point72 (DIFC)
United Arab Emirates
$176K
AFWM
228
Abich Financial Wealth Management
Virginia
$167K
BC
229
Broadwater Capital
Massachusetts
$164K
DAM
230
Delta Asset Management
Tennessee
$158K
ACM
231
Aster Capital Management
United Arab Emirates
$144K
Comerica Bank
232
Comerica Bank
Texas
$121K
PAS
233
Point72 Asia (Singapore)
Singapore
$111K
TWC
234
TD Waterhouse Canada
Ontario, Canada
$100K
PA
235
Parallel Advisors
California
$96.6K
PS
236
Principal Securities
Iowa
$88.8K
US Bancorp
237
US Bancorp
Minnesota
$83.8K
WA
238
Westfuller Advisors
New York
$83.4K
SPIA
239
Steward Partners Investment Advisory
New York
$75.7K
Nomura Asset Management
240
Nomura Asset Management
Japan
$74.9K
SWM
241
Spire Wealth Management
Virginia
$68.2K
AAP
242
Arax Advisory Partners
Colorado
$65.1K
TRCT
243
Tower Research Capital (TRC)
New York
$59.2K
FFA
244
Farther Finance Advisors
California
$57.6K
Acadian Asset Management
245
Acadian Asset Management
Massachusetts
$56K
RF
246
Roxbury Financial
New Jersey
$54.6K
IA
247
IFP Advisors
Florida
$53K
GI
248
GAMMA Investing
California
$52.9K
Bessemer Group
249
Bessemer Group
New Jersey
$50K
GWM
250
Geneos Wealth Management
Colorado
$48.4K