337 hedge funds and large institutions have $4.4B invested in Lazard in 2025 Q3 according to their latest regulatory filings, with 77 funds opening new positions, 103 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: $ → $

2% more repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 101

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2.77% less ownership

Funds ownership: 76.64%73.87% (-2.8%)

Holders
337
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
AEPWM
301
Atlantic Edge Private Wealth Management
Florida
$3.96K
WPA
302
Wealth Preservation Advisors
Tennessee
$3.64K
HNB
303
Huntington National Bank
Ohio
$3.22K
LCM
304
Logan Capital Management
Pennsylvania
$3.02K
HWM
305
Hemington Wealth Management
Virginia
$3K
CG
306
Curat Global
New Hampshire
$2.64K
PFBT
307
Parkside Financial Bank & Trust
Missouri
$2.43K
QC
308
Quent Capital
New York
$2.38K
WA
309
WPG Advisers
Maryland
$2.27K
EPW
310
Evergreen Private Wealth
Colorado
$2.22K
RF
311
Rossby Financial
Florida
$1.8K
Nisa Investment Advisors
312
Nisa Investment Advisors
Missouri
$1.69K
UB
313
UMB Bank
Missouri
$1.64K
BTI
314
Blue Trust Inc
Georgia
$1.48K
FFO
315
Fortitude Family Office
Arizona
$1.27K
LFG
316
Larson Financial Group
Missouri
$1.21K
MPWT
317
MassMutual Private Wealth & Trust
Connecticut
$1.16K
HFS
318
Hantz Financial Services
Michigan
$1K
MEG
319
Millstone Evans Group
Colorado
$792
PWA
320
Physician Wealth Advisors
Utah
$739
TWD
321
True Wealth Design
Ohio
$634
VCM
322
Versant Capital Management
Arizona
$633
AF
323
Advisornet Financial
Minnesota
$633
DPW
324
DiNuzzo Private Wealth
Pennsylvania
$629
CH
325
Cromwell Holdings
Wyoming
$528