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Lazard
LAZ

Overview Fund Activity

298 hedge funds and large institutions have $4.15B invested in Lazard in 2025 Q2 according to their latest regulatory filings, with 60 funds opening new positions, 112 increasing their positions, 86 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
298
Holders Change
+15
Holders Change %
+5.3%
% of All Funds
4%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
60
Increased
112
Reduced
86
Closed
41
Calls
$18.6M
Puts
$5.41M
Net Calls
+$13.2M
Net Calls Change
+$8.43M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$39.6M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$34.3M
3
AWM
AE Wealth Management
Kansas
+$16.2M
4
GHA
GW Henssler & Associates
Georgia
+$14.8M
5
MIM
MetLife Investment Management
New Jersey
+$13.5M

Top Sellers

1
Amundi
Amundi
France
-$87.6M
2
Capital Research Global Investors
Capital Research Global Investors
California
-$68.2M
3
BlackRock
BlackRock
New York
-$35.2M
4
Morgan Stanley
Morgan Stanley
New York
-$26M
5
Two Sigma Advisers
Two Sigma Advisers
New York
-$25.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
HI
251
Harbour Investments
Wisconsin
$14K +$48 +1 +0.3%
AF
252
Allworth Financial
California
$14K +$5.42K +113 +63%
EWA
253
EverSource Wealth Advisors
Alabama
$11.5K -$1.15K -24 -9%
MYIA
254
Mount Yale Investment Advisors
Colorado
$10.7K +$10.7K +224 New
Group One Trading
255
Group One Trading
Illinois
$9.84K -$132K -2,759 -93%
LWMI
256
Legacy Wealth Management (Idaho)
Idaho
$9.36K – – –
LIS
257
Legacy Investment Solutions
Idaho
$9.36K +$9.36K +195 New
JWA
258
JFS Wealth Advisors
Pennsylvania
$8.01K -$816 -17 -9%
AT
259
Arlington Trust
Alabama
$7.2K – – –
PTC
260
Private Trust Company
Ohio
$5.76K – – –
GWSG
261
GPS Wealth Strategies Group
Colorado
$5.52K – – –
PSFG
262
Park Square Financial Group
Georgia
$4.8K – – –
GA
263
GoalVest Advisory
New York
$4.8K +$4.8K +100 New
CT
264
Clearstead Trust
Maine
$4.03K -$3.12K -65 -44%
CSB
265
City State Bank
Iowa
$3.6K -$1.2K -25 -25%
WPA
266
Wealth Preservation Advisors
Tennessee
$3.31K – – –
SAM
267
Smartleaf Asset Management
Massachusetts
$3.3K -$957 -20 -22%
HNB
268
Huntington National Bank
Ohio
$2.93K +$2.88K +60 +6,000%
FHA
269
First Horizon Advisors
Tennessee
$2.83K -$863 -18 -23%
LCM
270
Logan Capital Management
Pennsylvania
$2.72K +$48 +1 +2%
VCM
271
Versant Capital Management
Arizona
$2.69K +$2.69K +56 New
CG
272
Curat Global
New Hampshire
$2.4K – – –
PFBT
273
Parkside Financial Bank & Trust
Missouri
$2.16K +$2.16K +45 New
EPW
274
Evergreen Private Wealth
Colorado
$2.02K +$2.02K +42 New
HWM
275
Hemington Wealth Management
Virginia
$2K +$333 +9 +20%
9 10
11
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