295 hedge funds and large institutions have $4.13B invested in Lazard in 2025 Q2 according to their latest regulatory filings, with 59 funds opening new positions, 111 increasing their positions, 85 reducing their positions, and 41 closing their positions.

Holders
295
Holders Change
+12
Holders Change %
+4.24%
% of All Funds
3.96%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
59
Increased
111
Reduced
85
Closed
41
Calls
$11.7M
Puts
$4.54M
Net Calls
+$7.13M
Net Calls Change
+$2.4M
Name Market Value Shares Shares
Change
Shares
Change %
PWA
276
Principia Wealth Advisory
Texas
$1.49K 31 +24 +343%
BTI
277
Blue Trust Inc
Georgia
$1.34K 28 +28 New
LFG
278
Larson Financial Group
Missouri
$1.1K 23 +12 +109%
MPWT
279
MassMutual Private Wealth & Trust
Connecticut
$1.06K 22 +22 New
WA
280
Whipplewood Advisors
Colorado
$720 15 -5 -25%
MEG
281
Millstone Evans Group
Colorado
$720 15
TWD
282
True Wealth Design
Ohio
$576 12 +4 +50%
AF
283
Advisornet Financial
Minnesota
$576 12 +5 +71%
FFO
284
Fortitude Family Office
Arizona
$576 12 +12 New
CH
285
Cromwell Holdings
Wyoming
$480 10 +10 New
DPW
286
DiNuzzo Private Wealth
Pennsylvania
$336 7 +1 +17%
QWM
287
Quaker Wealth Management
New Jersey
$288 6 +6 New
ACA
288
American Capital Advisory
Idaho
$240 5
HIA
289
HFM Investment Advisors
New Jersey
$192 4 +3 +300%
SIC
290
SJS Investment Consulting
Ohio
$144 3 -4 -57%
RWM
291
Rialto Wealth Management
New York
$144 3 +3 New
BHWM
292
Bay Harbor Wealth Management
Maryland
$143 3
TPWA
293
Twin Peaks Wealth Advisors
California
$108 2 +2 New
PWM
294
Parkworth Wealth Management
California
$48 1
SC
295
Stephens Consulting
Michigan
$48 1 +1 New
Amundi
296
Amundi
France
-2,263,046 Closed
Qube Research & Technologies (QRT)
297
Qube Research & Technologies (QRT)
United Kingdom
-219,742 Closed
PCM
298
Prana Capital Management
Connecticut
-81,958 Closed
Franklin Resources
299
Franklin Resources
California
-72,710 Closed
EP
300
Edgestream Partners
New Jersey
-39,681 Closed