331 hedge funds and large institutions have $4.3B invested in Lazard in 2025 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 117 increasing their positions, 97 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
331
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
$16.7M
Puts
$3.98M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MCM
276
Manchester Capital Management
Vermont
$17.8K
BWAM
277
Boyd Watterson Asset Management
Ohio
$15.4K
DB
278
Danske Bank
Denmark
$14.6K
EWA
279
EverSource Wealth Advisors
Alabama
$11.2K
RFP
280
Root Financial Partners
California
$11.2K
AGWCA
281
Annis Gardner Whiting Capital Advisors
Florida
$10.8K
Fidelity International
282
Fidelity International
Bermuda
$9.96K
AUB
283
Atlantic Union Bankshares
Virginia
$9.71K
JWA
284
JFS Wealth Advisors
Pennsylvania
$9.66K
LWMI
285
Legacy Wealth Management (Idaho)
Idaho
$9.47K
HI
286
Harbour Investments
Wisconsin
$8.11K
BCM
287
Boreal Capital Management
Florida
$7.48K
SL
288
Salomon & Ludwin
Virginia
$7.26K
LWANC
289
Laurel Wealth Advisors (North Carolina)
North Carolina
$5.83K
GA
290
GoalVest Advisory
New York
$4.86K
AIS
291
Advocate Investing Services
Maryland
$4.86K
CT
292
Clearstead Trust
Maine
$4.61K
QC
293
Quent Capital
New York
$4.32K
CSB
294
City State Bank
Iowa
$3.64K
TWD
295
True Wealth Design
Ohio
$3.64K
GWSA
296
Global Wealth Strategies & Associates
Colorado
$3.59K
WPA
297
Wealth Preservation Advisors
Tennessee
$3.35K
HNB
298
Huntington National Bank
Ohio
$2.96K
KG
299
Kilter Group
New York
$2.87K
KFAS
300
Keating Financial Advisory Services
Kansas
$2.48K