336 hedge funds and large institutions have $4.4B invested in Lazard in 2025 Q3 according to their latest regulatory filings, with 75 funds opening new positions, 103 increasing their positions, 102 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: $ → $

1% more repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 102

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2.78% less ownership

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

Holders
336
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
BWAM
276
Boyd Watterson Asset Management
Ohio
$16.7K
DB
277
Danske Bank
Denmark
$15.8K
PE
278
Point72 Europe
United Kingdom
$15.6K
UCB
279
United Community Bank
South Carolina
$15.6K
FWA
280
Flagship Wealth Advisors
Massachusetts
$14.6K
QCG
281
Quadrant Capital Group
Ohio
$13.5K
HIA
282
Harbor Investment Advisory
Maryland
$13.2K
EWA
283
EverSource Wealth Advisors
Alabama
$11.7K
RFP
284
Root Financial Partners
California
$11.5K
AUB
285
Atlantic Union Bankshares
Virginia
$10.6K
LWMI
286
Legacy Wealth Management (Idaho)
Idaho
$10.3K
JWA
287
JFS Wealth Advisors
Pennsylvania
$9.55K
WANY
288
Wealthspire Advisors (New York)
New York
$8.87K
HI
289
Harbour Investments
Wisconsin
$8.81K
ASN
290
Advisory Services Network
Georgia
$8.64K
AGWCA
291
Annis Gardner Whiting Capital Advisors
Florida
$8.29K
AT
292
Arlington Trust
Alabama
$7.92K
VWWMG
293
Vermillion & White Wealth Management Group
Pennsylvania
$7.92K
SL
294
Salomon & Ludwin
Virginia
$7.41K
GWSG
295
GPS Wealth Strategies Group
Colorado
$6.07K
GA
296
GoalVest Advisory
New York
$5.28K
Fidelity International
297
Fidelity International
Bermuda
$5.22K
CT
298
Clearstead Trust
Maine
$4.43K
CSB
299
City State Bank
Iowa
$3.96K
AEPWM
300
Atlantic Edge Private Wealth Management
Florida
$3.96K