340 hedge funds and large institutions have $4.41B invested in Lazard in 2025 Q3 according to their latest regulatory filings, with 76 funds opening new positions, 104 increasing their positions, 104 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more repeat investments, than reductions

Existing positions increased: 104 | Existing positions reduced: 104

2.63% less ownership

Funds ownership: 76.77%74.14% (-2.6%)

Holders
340
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
$23.3M
Puts
$6.92M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GWM
251
Geneos Wealth Management
Colorado
$48.4K
BCM
252
Berbice Capital Management
New York
$47.5K
CI Investments Inc
253
CI Investments Inc
Ontario, Canada
$44K
IA
254
IFP Advisors
Florida
$43.4K
HPC
255
HM Payson & Co
Maine
$43.4K
RFS
256
Richardson Financial Services
Massachusetts
$43K
SOW
257
State of Wyoming
Wyoming
$42.8K
NA
258
NewEdge Advisors
Louisiana
$42.4K
HFS
259
Hopwood Financial Services
Virginia
$42.2K
C
260
Covestor
United Kingdom
$41K
CAM
261
Costello Asset Management
Pennsylvania
$36.9K
BAMF
262
BI Asset Management Fondsmaeglerselskab
Denmark
$33K
S
263
SignatureFD
Georgia
$27.3K
TCM
264
TD Capital Management
Tennessee
$26.9K
BBHC
265
Brown Brothers Harriman & Co
New York
$26.4K
Mitsubishi UFJ Asset Management
266
Mitsubishi UFJ Asset Management
Japan
$24.2K
CIBC Private Wealth Group
267
CIBC Private Wealth Group
Georgia
$22.9K
MA
268
MCF Advisors
Kentucky
$22.7K
MCM
269
MAI Capital Management
Ohio
$22.7K
WT
270
Whittier Trust
California
$22K
HWA
271
HHM Wealth Advisors
Tennessee
$21.6K
AA
272
Ancora Advisors
Ohio
$21.1K
CTC
273
Central Trust Company
Missouri
$21.1K
GRP
274
Global Retirement Partners
California
$20.2K
MCM
275
Manchester Capital Management
Vermont
$19.3K