331 hedge funds and large institutions have $4.3B invested in Lazard in 2025 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 117 increasing their positions, 97 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
331
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
$16.7M
Puts
$3.98M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IA
251
IFP Advisors
Florida
$47.6K
GWM
252
Geneos Wealth Management
Colorado
$43.6K
HPC
253
HM Payson & Co
Maine
$39.9K
RFS
254
Richardson Financial Services
Massachusetts
$39.6K
TCM
255
Triumph Capital Management
Colorado
$38.8K
AAP
256
Arax Advisory Partners
Colorado
$35K
CAM
257
Costello Asset Management
Pennsylvania
$34K
Q1WB
258
Quest 10 Wealth Builders
Virginia
$31.6K
SIS
259
Sound Income Strategies
Florida
$31.5K
C
260
Covestor
United Kingdom
$31K
S
261
SignatureFD
Georgia
$29.7K
KAS
262
Kestra Advisory Services
Texas
$26.3K
AF
263
Allworth Financial
California
$25.2K
TCM
264
TD Capital Management
Tennessee
$25K
SAG
265
SageView Advisory Group
California
$24.1K
Bessemer Group
266
Bessemer Group
New Jersey
$24K
Mitsubishi UFJ Asset Management
267
Mitsubishi UFJ Asset Management
Japan
$22.8K
WT
268
Whittier Trust
California
$21.6K
CIBC Private Wealth Group
269
CIBC Private Wealth Group
Georgia
$21.1K
MA
270
MCF Advisors
Kentucky
$20.9K
MCM
271
MAI Capital Management
Ohio
$20.9K
HWA
272
HHM Wealth Advisors
Tennessee
$19.9K
QCG
273
Quadrant Capital Group
Ohio
$19.7K
CTC
274
Central Trust Company
Missouri
$19.4K
AA
275
Ancora Advisors
Ohio
$19.4K