298 hedge funds and large institutions have $4.15B invested in Lazard in 2025 Q2 according to their latest regulatory filings, with 60 funds opening new positions, 112 increasing their positions, 86 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
298
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
$18.6M
Puts
$5.41M
Net Calls
Net Calls Change

Top Sellers

1 -$87.6M
2 -$68.2M
3 -$35.2M
4
Morgan Stanley
Morgan Stanley
New York
-$26M
5
Two Sigma Advisers
Two Sigma Advisers
New York
-$25.7M
Name Holding Trade Value Shares
Change
Change in
Stake
HI
251
Harbour Investments
Wisconsin
$14K
AF
252
Allworth Financial
California
$14K
EWA
253
EverSource Wealth Advisors
Alabama
$11.5K
MYIA
254
Mount Yale Investment Advisors
Colorado
$10.7K
Group One Trading
255
Group One Trading
Illinois
$9.84K
LWMI
256
Legacy Wealth Management (Idaho)
Idaho
$9.36K
LIS
257
Legacy Investment Solutions
Idaho
$9.36K
JWA
258
JFS Wealth Advisors
Pennsylvania
$8.01K
AT
259
Arlington Trust
Alabama
$7.2K
PTC
260
Private Trust Company
Ohio
$5.76K
GWSG
261
GPS Wealth Strategies Group
Colorado
$5.52K
PSFG
262
Park Square Financial Group
Georgia
$4.8K
GA
263
GoalVest Advisory
New York
$4.8K
CT
264
Clearstead Trust
Maine
$4.03K
CSB
265
City State Bank
Iowa
$3.6K
WPA
266
Wealth Preservation Advisors
Tennessee
$3.31K
SAM
267
Smartleaf Asset Management
Massachusetts
$3.3K
HNB
268
Huntington National Bank
Ohio
$2.93K
FHA
269
First Horizon Advisors
Tennessee
$2.83K
LCM
270
Logan Capital Management
Pennsylvania
$2.72K
VCM
271
Versant Capital Management
Arizona
$2.69K
CG
272
Curat Global
New Hampshire
$2.4K
PFBT
273
Parkside Financial Bank & Trust
Missouri
$2.16K
EPW
274
Evergreen Private Wealth
Colorado
$2.02K
HWM
275
Hemington Wealth Management
Virginia
$2K