299 hedge funds and large institutions have $4.15B invested in Lazard in 2025 Q2 according to their latest regulatory filings, with 60 funds opening new positions, 113 increasing their positions, 86 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
299
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
$18.6M
Puts
$5.41M
Net Calls
Net Calls Change

Top Sellers

1 -$87.6M
2 -$68.2M
3 -$35.2M
4
Morgan Stanley
Morgan Stanley
New York
-$26M
5
Two Sigma Advisers
Two Sigma Advisers
New York
-$25.7M
Name Holding Trade Value Shares
Change
Change in
Stake
HWM
276
Hemington Wealth Management
Virginia
$2K
RF
277
Rossby Financial
Florida
$1.68K
CIBC Private Wealth Group
278
CIBC Private Wealth Group
Georgia
$1.63K
GC
279
Globeflex Capital
California
$1.58K
PWA
280
Principia Wealth Advisory
Texas
$1.49K
BTI
281
Blue Trust Inc
Georgia
$1.34K
LFG
282
Larson Financial Group
Missouri
$1.1K
MPWT
283
MassMutual Private Wealth & Trust
Connecticut
$1.06K
WA
284
Whipplewood Advisors
Colorado
$720
MEG
285
Millstone Evans Group
Colorado
$720
TWD
286
True Wealth Design
Ohio
$576
AF
287
Advisornet Financial
Minnesota
$576
FFO
288
Fortitude Family Office
Arizona
$576
CH
289
Cromwell Holdings
Wyoming
$480
DPW
290
DiNuzzo Private Wealth
Pennsylvania
$336
QWM
291
Quaker Wealth Management
New Jersey
$288
ACA
292
American Capital Advisory
Idaho
$240
HIA
293
HFM Investment Advisors
New Jersey
$192
SIC
294
SJS Investment Consulting
Ohio
$144
RWM
295
Rialto Wealth Management
New York
$144
BHWM
296
Bay Harbor Wealth Management
Maryland
$143
TPWA
297
Twin Peaks Wealth Advisors
California
$108
PWM
298
Parkworth Wealth Management
California
$48
SC
299
Stephens Consulting
Michigan
$48
Amundi
300
Amundi
France