292 hedge funds and large institutions have $4.18B invested in Lazard in 2024 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 113 increasing their positions, 83 reducing their positions, and 27 closing their positions.

Holders
292
Holders Change
+21
Holders Change %
+7.75%
% of All Funds
3.89%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
55
Increased
113
Reduced
83
Closed
27
Calls
$19.4M
Puts
$5.61M
Net Calls
+$13.7M
Net Calls Change
+$5.16M
Name Market Value Shares Shares
Change
Shares
Change %
WT
251
Whittier Trust
California
$21.8K 424
CTC
252
Central Trust Company
Missouri
$20.6K 400
C
253
Covestor
United Kingdom
$20K 388 -1,207 -76%
Fifth Third Bancorp
254
Fifth Third Bancorp
Ohio
$18K 350
JWA
255
JFS Wealth Advisors
Pennsylvania
$17.8K 346 +324 +1,473%
BWAM
256
Boyd Watterson Asset Management
Ohio
$16.3K 317
HI
257
Harbour Investments
Wisconsin
$14.9K 290 +1 +0.3%
HBW
258
Hazlett, Burt & Watson
West Virginia
$12K 225
HPC
259
HM Payson & Co
Maine
$11K 214
LIS
260
Legacy Investment Solutions
Idaho
$10.4K 195
LWMI
261
Legacy Wealth Management (Idaho)
Idaho
$10.4K 195
CA
262
Clearstead Advisors
Ohio
$9.09K 177 +2 +1%
EWA
263
EverSource Wealth Advisors
Alabama
$8.86K 172 +107 +165%
CFD
264
Creative Financial Designs
Indiana
$6.6K 128 +1 +0.8%
LWANC
265
Laurel Wealth Advisors (North Carolina)
North Carolina
$6.18K 120
PTC
266
Private Trust Company
Ohio
$6.18K 120 +40 +50%
GWSG
267
GPS Wealth Strategies Group
Colorado
$5.92K 115
CSB
268
City State Bank
Iowa
$5.15K 100 -25 -20%
PSFG
269
Park Square Financial Group
Georgia
$5.15K 100 +100 New
SAM
270
Smartleaf Asset Management
Massachusetts
$4.6K 89 +20 +29%
FHA
271
First Horizon Advisors
Tennessee
$3.96K 77
CWC
272
Carolinas Wealth Consulting
North Carolina
$3.55K 69 +15 +28%
CIBC Private Wealth Group
273
CIBC Private Wealth Group
Georgia
$3.35K 67 -114 -63%
LCM
274
Logan Capital Management
Pennsylvania
$2.86K 55 +55 New
QC
275
Quent Capital
New York
$2.32K 45