299 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, 113 increasing their positions, 86 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
299
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
$18.6M
Puts
$5.41M
Net Calls
Net Calls Change

Top Sellers

1 -$87.6M
2 -$68.2M
3 -$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
Change in
Stake
BWAM
251
Boyd Watterson Asset Management
Ohio
$15.2K
HI
252
Harbour Investments
Wisconsin
$14K
AF
253
Allworth Financial
California
$14K
EWA
254
EverSource Wealth Advisors
Alabama
$11.5K
MYIA
255
Mount Yale Investment Advisors
Colorado
$10.7K
Group One Trading
256
Group One Trading
Illinois
$9.84K
LWMI
257
Legacy Wealth Management (Idaho)
Idaho
$9.36K
LIS
258
Legacy Investment Solutions
Idaho
$9.36K
JWA
259
JFS Wealth Advisors
Pennsylvania
$8.01K
AT
260
Arlington Trust
Alabama
$7.2K
PTC
261
Private Trust Company
Ohio
$5.76K
GWSG
262
GPS Wealth Strategies Group
Colorado
$5.52K
PSFG
263
Park Square Financial Group
Georgia
$4.8K
GA
264
GoalVest Advisory
New York
$4.8K
CT
265
Clearstead Trust
Maine
$4.03K
CSB
266
City State Bank
Iowa
$3.6K
WPA
267
Wealth Preservation Advisors
Tennessee
$3.31K
SAM
268
Smartleaf Asset Management
Massachusetts
$3.3K
HNB
269
Huntington National Bank
Ohio
$2.93K
FHA
270
First Horizon Advisors
Tennessee
$2.83K
LCM
271
Logan Capital Management
Pennsylvania
$2.72K
VCM
272
Versant Capital Management
Arizona
$2.69K
CG
273
Curat Global
New Hampshire
$2.4K
PFBT
274
Parkside Financial Bank & Trust
Missouri
$2.16K
EPW
275
Evergreen Private Wealth
Colorado
$2.02K