334 hedge funds and large institutions have $4.4B invested in Lazard in 2025 Q3 according to their latest regulatory filings, with 76 funds opening new positions, 101 increasing their positions, 101 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: 101 | Existing positions reduced: 101

2.78% less ownership

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

Holders
334
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
PE
276
Point72 Europe
United Kingdom
$15.6K
UCB
277
United Community Bank
South Carolina
$15.6K
FWA
278
Flagship Wealth Advisors
Massachusetts
$14.6K
QCG
279
Quadrant Capital Group
Ohio
$13.5K
HIA
280
Harbor Investment Advisory
Maryland
$13.2K
EWA
281
EverSource Wealth Advisors
Alabama
$11.7K
RFP
282
Root Financial Partners
California
$11.5K
AUB
283
Atlantic Union Bankshares
Virginia
$10.6K
LWMI
284
Legacy Wealth Management (Idaho)
Idaho
$10.3K
JWA
285
JFS Wealth Advisors
Pennsylvania
$9.55K
WANY
286
Wealthspire Advisors (New York)
New York
$8.87K
HI
287
Harbour Investments
Wisconsin
$8.81K
ASN
288
Advisory Services Network
Georgia
$8.64K
AGWCA
289
Annis Gardner Whiting Capital Advisors
Florida
$8.29K
AT
290
Arlington Trust
Alabama
$7.92K
VWWMG
291
Vermillion & White Wealth Management Group
Pennsylvania
$7.92K
SL
292
Salomon & Ludwin
Virginia
$7.41K
GWSG
293
GPS Wealth Strategies Group
Colorado
$6.07K
GA
294
GoalVest Advisory
New York
$5.28K
Fidelity International
295
Fidelity International
Bermuda
$5.22K
CT
296
Clearstead Trust
Maine
$4.43K
CSB
297
City State Bank
Iowa
$3.96K
AEPWM
298
Atlantic Edge Private Wealth Management
Florida
$3.96K
WPA
299
Wealth Preservation Advisors
Tennessee
$3.64K
HNB
300
Huntington National Bank
Ohio
$3.22K