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Lazard
LAZ

Overview Fund Activity

283 hedge funds and large institutions have $3.75B invested in Lazard in 2025 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 105 increasing their positions, 80 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
283
Holders Change
-9
Holders Change %
-3.08%
% of All Funds
3.84%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
47
Increased
105
Reduced
80
Closed
50
Calls
$10.2M
Puts
$5.49M
Net Calls
+$4.74M
Net Calls Change
-$9.01M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$253M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$105M
3
Amundi
Amundi
France
+$51.3M
4
Victory Capital Management
Victory Capital Management
Texas
+$21.1M
5
Ameriprise
Ameriprise
Minnesota
+$17.6M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$27.8M
2
Morgan Stanley
Morgan Stanley
New York
-$20.1M
3
KPM
Kinetic Partners Management
Florida
-$16.9M
4
PFMOSF
Philadelphia Financial Management of San Francisco
California
-$15M
5
Alyeska Investment Group
Alyeska Investment Group
Illinois
-$14.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
SAM
251
Smartleaf Asset Management
Massachusetts
$3.84K – – –
FHA
252
First Horizon Advisors
Tennessee
$3.33K – – –
CWC
253
Carolinas Wealth Consulting
North Carolina
$3.29K +$303 +7 +10%
WA
254
WPG Advisers
Maryland
$2.99K +$2.51K +58 +527%
WPA
255
Wealth Preservation Advisors
Tennessee
$2.99K +$2.99K +69 New
HT
256
Headlands Technologies
Illinois
$2.64K +$2.64K +61 New
LCM
257
Logan Capital Management
Pennsylvania
$2.43K +$43 +1 +2%
CIBC Private Wealth Group
258
CIBC Private Wealth Group
Georgia
$2.24K – – –
CG
259
Curat Global
New Hampshire
$2.17K +$2.17K +50 New
QC
260
Quent Capital
New York
$1.95K – – –
RF
261
Rossby Financial
Florida
$1.35K +$1.35K +35 New
STB
262
S&T Bank
Pennsylvania
$1.17K +$1.17K +27 New
AWM
263
Activest Wealth Management
Florida
$1.17K +$1.17K +27 New
HWM
264
Hemington Wealth Management
Virginia
$1K +$489 +22 +96%
CFD
265
Creative Financial Designs
Indiana
$779 -$4.76K -110 -86%
MEG
266
Millstone Evans Group
Colorado
$650 – – –
WA
267
Whipplewood Advisors
Colorado
$650 +$163 +5 +33%
LFG
268
Larson Financial Group
Missouri
$476 +$476 +11 New
TWD
269
True Wealth Design
Ohio
$347 +$347 +8 New
SIC
270
SJS Investment Consulting
Ohio
$304 -$87 -2 -22%
AF
271
Advisornet Financial
Minnesota
$303 +$303 +7 New
PWA
272
Principia Wealth Advisory
Texas
$269 +$269 +7 New
DPW
273
DiNuzzo Private Wealth
Pennsylvania
$260 – – –
GFPC
274
Global Financial Private Client
Florida
$260 +$130 +3 +100%
ACA
275
American Capital Advisory
Idaho
$217 +$217 +5 New
9 10
11
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