331 hedge funds and large institutions have $4.3B invested in Lazard in 2025 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 117 increasing their positions, 97 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
331
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
$16.7M
Puts
$3.98M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CG
301
Curat Global
New Hampshire
$2.43K
PFBT
302
Parkside Financial Bank & Trust
Missouri
$2.19K
TPBG
303
Turning Point Benefit Group
Maryland
$1.94K
RF
304
Rossby Financial
Florida
$1.7K
BTI
305
Blue Trust Inc
Georgia
$1.7K
UB
306
UMB Bank
Missouri
$1.5K
PWA
307
Principia Wealth Advisory
Texas
$1.46K
WIM
308
Westside Investment Management
California
$1.46K
Nisa Investment Advisors
309
Nisa Investment Advisors
Missouri
$1.36K
LFG
310
Larson Financial Group
Missouri
$1.31K
MPWT
311
MassMutual Private Wealth & Trust
Connecticut
$1.07K
CI
312
CX Institutional
Indiana
$1K
MEG
313
Millstone Evans Group
Colorado
$728
FFO
314
Fortitude Family Office
Arizona
$680
AF
315
Advisornet Financial
Minnesota
$583
VCM
316
Versant Capital Management
Arizona
$583
KCM
317
Key Capital Management
Tennessee
$534
CH
318
Cromwell Holdings
Wyoming
$486
BHWM
319
Bay Harbor Wealth Management
Maryland
$437
DPW
320
DiNuzzo Private Wealth
Pennsylvania
$389
RWM
321
Rialto Wealth Management
New York
$389
QWM
322
Quaker Wealth Management
New Jersey
$340
SS
323
Sunbelt Securities
Texas
$340
SIC
324
SJS Investment Consulting
Ohio
$292
HIA
325
HFM Investment Advisors
New Jersey
$292