334 hedge funds and large institutions have $4.4B invested in Lazard in 2025 Q3 according to their latest regulatory filings, with 76 funds opening new positions, 101 increasing their positions, 101 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: 101 | Existing positions reduced: 101

2.78% less ownership

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

Holders
334
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
LCM
301
Logan Capital Management
Pennsylvania
$3.02K
HWM
302
Hemington Wealth Management
Virginia
$3K
CG
303
Curat Global
New Hampshire
$2.64K
PFBT
304
Parkside Financial Bank & Trust
Missouri
$2.43K
QC
305
Quent Capital
New York
$2.38K
WA
306
WPG Advisers
Maryland
$2.27K
EPW
307
Evergreen Private Wealth
Colorado
$2.22K
RF
308
Rossby Financial
Florida
$1.8K
Nisa Investment Advisors
309
Nisa Investment Advisors
Missouri
$1.69K
UB
310
UMB Bank
Missouri
$1.64K
BTI
311
Blue Trust Inc
Georgia
$1.48K
FFO
312
Fortitude Family Office
Arizona
$1.27K
LFG
313
Larson Financial Group
Missouri
$1.21K
MPWT
314
MassMutual Private Wealth & Trust
Connecticut
$1.16K
HFS
315
Hantz Financial Services
Michigan
$1K
MEG
316
Millstone Evans Group
Colorado
$792
PWA
317
Physician Wealth Advisors
Utah
$739
TWD
318
True Wealth Design
Ohio
$634
VCM
319
Versant Capital Management
Arizona
$633
AF
320
Advisornet Financial
Minnesota
$633
DPW
321
DiNuzzo Private Wealth
Pennsylvania
$629
CH
322
Cromwell Holdings
Wyoming
$528
RWM
323
Rialto Wealth Management
New York
$370
QWM
324
Quaker Wealth Management
New Jersey
$317
HIA
325
HFM Investment Advisors
New Jersey
$317