336 hedge funds and large institutions have $4.4B invested in Lazard in 2025 Q3 according to their latest regulatory filings, with 75 funds opening new positions, 103 increasing their positions, 102 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: $ → $

1% more repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 102

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2.78% less ownership

Funds ownership: 76.64%73.86% (-2.8%)

Holders
336
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
BCM
251
Berbice Capital Management
New York
$47.5K
CI Investments Inc
252
CI Investments Inc
Ontario, Canada
$44K
HPC
253
HM Payson & Co
Maine
$43.4K
RFS
254
Richardson Financial Services
Massachusetts
$43K
SOW
255
State of Wyoming
Wyoming
$42.8K
NA
256
NewEdge Advisors
Louisiana
$42.4K
HFS
257
Hopwood Financial Services
Virginia
$42.2K
C
258
Covestor
United Kingdom
$41K
CAM
259
Costello Asset Management
Pennsylvania
$36.9K
BAMF
260
BI Asset Management Fondsmaeglerselskab
Denmark
$33K
S
261
SignatureFD
Georgia
$27.3K
TCM
262
TD Capital Management
Tennessee
$26.9K
BBHC
263
Brown Brothers Harriman & Co
New York
$26.4K
Mitsubishi UFJ Asset Management
264
Mitsubishi UFJ Asset Management
Japan
$24.2K
CIBC Private Wealth Group
265
CIBC Private Wealth Group
Georgia
$22.9K
MA
266
MCF Advisors
Kentucky
$22.7K
MCM
267
MAI Capital Management
Ohio
$22.7K
WT
268
Whittier Trust
California
$22K
HWA
269
HHM Wealth Advisors
Tennessee
$21.6K
CTC
270
Central Trust Company
Missouri
$21.1K
AA
271
Ancora Advisors
Ohio
$21.1K
GRP
272
Global Retirement Partners
California
$20.2K
MCM
273
Manchester Capital Management
Vermont
$19.3K
SIS
274
Sound Income Strategies
Florida
$18.2K
AF
275
Allworth Financial
California
$17.8K