334 hedge funds and large institutions have $4.4B invested in Lazard in 2025 Q3 according to their latest regulatory filings, with 76 funds opening new positions, 101 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: $ → $

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 101

2.78% less ownership

Funds ownership: 76.64%73.86% (-2.8%)

Holders
334
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
HPC
251
HM Payson & Co
Maine
$43.4K
RFS
252
Richardson Financial Services
Massachusetts
$43K
SOW
253
State of Wyoming
Wyoming
$42.8K
NA
254
NewEdge Advisors
Louisiana
$42.4K
HFS
255
Hopwood Financial Services
Virginia
$42.2K
TCM
256
Triumph Capital Management
Colorado
$42.2K
C
257
Covestor
United Kingdom
$41K
CAM
258
Costello Asset Management
Pennsylvania
$36.9K
BAMF
259
BI Asset Management Fondsmaeglerselskab
Denmark
$33K
S
260
SignatureFD
Georgia
$27.3K
TCM
261
TD Capital Management
Tennessee
$26.9K
BBHC
262
Brown Brothers Harriman & Co
New York
$26.4K
Mitsubishi UFJ Asset Management
263
Mitsubishi UFJ Asset Management
Japan
$24.2K
CIBC Private Wealth Group
264
CIBC Private Wealth Group
Georgia
$22.9K
MA
265
MCF Advisors
Kentucky
$22.7K
MCM
266
MAI Capital Management
Ohio
$22.7K
WT
267
Whittier Trust
California
$22K
HWA
268
HHM Wealth Advisors
Tennessee
$21.6K
AA
269
Ancora Advisors
Ohio
$21.1K
CTC
270
Central Trust Company
Missouri
$21.1K
GRP
271
Global Retirement Partners
California
$20.2K
MCM
272
Manchester Capital Management
Vermont
$19.3K
SIS
273
Sound Income Strategies
Florida
$18.2K
BWAM
274
Boyd Watterson Asset Management
Ohio
$16.7K
DB
275
Danske Bank
Denmark
$15.8K