340 hedge funds and large institutions have $4.41B invested in Lazard in 2025 Q3 according to their latest regulatory filings, with 76 funds opening new positions, 104 increasing their positions, 104 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: 104 | Existing positions reduced: 104

2.63% less ownership

Funds ownership: 76.77%74.14% (-2.6%)

Holders
340
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
SIS
276
Sound Income Strategies
Florida
$18.2K
AF
277
Allworth Financial
California
$17.8K
BWAM
278
Boyd Watterson Asset Management
Ohio
$16.7K
DB
279
Danske Bank
Denmark
$15.8K
PE
280
Point72 Europe
United Kingdom
$15.6K
UCB
281
United Community Bank
South Carolina
$15.6K
FWA
282
Flagship Wealth Advisors
Massachusetts
$14.6K
QCG
283
Quadrant Capital Group
Ohio
$13.5K
HIA
284
Harbor Investment Advisory
Maryland
$13.2K
EWA
285
EverSource Wealth Advisors
Alabama
$11.7K
RFP
286
Root Financial Partners
California
$11.5K
AUB
287
Atlantic Union Bankshares
Virginia
$10.6K
LWMI
288
Legacy Wealth Management (Idaho)
Idaho
$10.3K
JWA
289
JFS Wealth Advisors
Pennsylvania
$9.55K
WANY
290
Wealthspire Advisors (New York)
New York
$8.87K
HI
291
Harbour Investments
Wisconsin
$8.81K
ASN
292
Advisory Services Network
Georgia
$8.64K
AGWCA
293
Annis Gardner Whiting Capital Advisors
Florida
$8.29K
BCM
294
Boreal Capital Management
Florida
$8.13K
AT
295
Arlington Trust
Alabama
$7.92K
VWWMG
296
Vermillion & White Wealth Management Group
Pennsylvania
$7.92K
SL
297
Salomon & Ludwin
Virginia
$7.41K
GWSG
298
GPS Wealth Strategies Group
Colorado
$6.07K
GA
299
GoalVest Advisory
New York
$5.28K
Fidelity International
300
Fidelity International
Bermuda
$5.22K