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Lazard
LAZ

Overview Fund Activity

298 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, 112 increasing their positions, 86 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
298
Holders Change
+15
Holders Change %
+5.3%
% of All Funds
4%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
60
Increased
112
Reduced
86
Closed
41
Calls
$18.6M
Puts
$5.41M
Net Calls
+$13.2M
Net Calls Change
+$8.43M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$39.6M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$34.3M
3
AWM
AE Wealth Management
Kansas
+$16.2M
4
GHA
GW Henssler & Associates
Georgia
+$14.8M
5
MIM
MetLife Investment Management
New Jersey
+$13.5M

Top Sellers

1
Amundi
Amundi
France
-$87.6M
2
Capital Research Global Investors
Capital Research Global Investors
California
-$68.2M
3
BlackRock
BlackRock
New York
-$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 		Shares
Change %
RF
276
Rossby Financial
Florida
$1.68K – – –
CIBC Private Wealth Group
277
CIBC Private Wealth Group
Georgia
$1.63K -$1.58K -33 -49%
GC
278
Globeflex Capital
California
$1.58K +$1.58K +33 New
PWA
279
Principia Wealth Advisory
Texas
$1.49K +$1.15K +24 +343%
BTI
280
Blue Trust Inc
Georgia
$1.34K +$1.34K +28 New
LFG
281
Larson Financial Group
Missouri
$1.1K +$576 +12 +109%
MPWT
282
MassMutual Private Wealth & Trust
Connecticut
$1.06K +$1.06K +22 New
WA
283
Whipplewood Advisors
Colorado
$720 -$240 -5 -25%
MEG
284
Millstone Evans Group
Colorado
$720 – – –
TWD
285
True Wealth Design
Ohio
$576 +$192 +4 +50%
AF
286
Advisornet Financial
Minnesota
$576 +$240 +5 +71%
FFO
287
Fortitude Family Office
Arizona
$576 +$576 +12 New
CH
288
Cromwell Holdings
Wyoming
$480 +$480 +10 New
DPW
289
DiNuzzo Private Wealth
Pennsylvania
$336 +$48 +1 +17%
QWM
290
Quaker Wealth Management
New Jersey
$288 +$288 +6 New
ACA
291
American Capital Advisory
Idaho
$240 – – –
HIA
292
HFM Investment Advisors
New Jersey
$192 +$144 +3 +300%
SIC
293
SJS Investment Consulting
Ohio
$144 -$192 -4 -57%
RWM
294
Rialto Wealth Management
New York
$144 +$144 +3 New
BHWM
295
Bay Harbor Wealth Management
Maryland
$143 – – –
TPWA
296
Twin Peaks Wealth Advisors
California
$108 +$108 +2 New
PWM
297
Parkworth Wealth Management
California
$48 – – –
SC
298
Stephens Consulting
Michigan
$48 +$48 +1 New
Amundi
299
Amundi
France
– -$87.6M -2,263,046 Closed
Qube Research & Technologies (QRT)
300
Qube Research & Technologies (QRT)
United Kingdom
– -$9.51M -219,742 Closed
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