295 hedge funds and large institutions have $4.13B invested in Lazard in 2025 Q2 according to their latest regulatory filings, with 59 funds opening new positions, 111 increasing their positions, 85 reducing their positions, and 41 closing their positions.

Holders
295
Holders Change
+12
Holders Change %
+4.24%
% of All Funds
3.96%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
59
Increased
111
Reduced
85
Closed
41
Calls
$11.7M
Puts
$4.54M
Net Calls
+$7.13M
Net Calls Change
+$2.4M
Name Market Value Shares Shares
Change
Shares
Change %
EWA
251
EverSource Wealth Advisors
Alabama
$11.5K 240 -24 -9%
MYIA
252
Mount Yale Investment Advisors
Colorado
$10.7K 224 +224 New
Group One Trading
253
Group One Trading
Illinois
$9.84K 205 -2,759 -93%
LWMI
254
Legacy Wealth Management (Idaho)
Idaho
$9.36K 195
LIS
255
Legacy Investment Solutions
Idaho
$9.36K 195 +195 New
JWA
256
JFS Wealth Advisors
Pennsylvania
$8.01K 167 -17 -9%
AT
257
Arlington Trust
Alabama
$7.2K 150
PTC
258
Private Trust Company
Ohio
$5.76K 120
GWSG
259
GPS Wealth Strategies Group
Colorado
$5.52K 115
PSFG
260
Park Square Financial Group
Georgia
$4.8K 100
GA
261
GoalVest Advisory
New York
$4.8K 100 +100 New
CT
262
Clearstead Trust
Maine
$4.03K 84 -65 -44%
CSB
263
City State Bank
Iowa
$3.6K 75 -25 -25%
WPA
264
Wealth Preservation Advisors
Tennessee
$3.31K 69
SAM
265
Smartleaf Asset Management
Massachusetts
$3.3K 69 -20 -22%
HNB
266
Huntington National Bank
Ohio
$2.93K 61 +60 +6,000%
FHA
267
First Horizon Advisors
Tennessee
$2.83K 59 -18 -23%
LCM
268
Logan Capital Management
Pennsylvania
$2.72K 57 +1 +2%
VCM
269
Versant Capital Management
Arizona
$2.69K 56 +56 New
CG
270
Curat Global
New Hampshire
$2.4K 50
PFBT
271
Parkside Financial Bank & Trust
Missouri
$2.16K 45 +45 New
EPW
272
Evergreen Private Wealth
Colorado
$2.02K 42 +42 New
HWM
273
Hemington Wealth Management
Virginia
$2K 54 +9 +20%
RF
274
Rossby Financial
Florida
$1.68K 35
GC
275
Globeflex Capital
California
$1.58K 33 +33 New