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
CT
301
Clearstead Trust
Maine
$4.43K
CSB
302
City State Bank
Iowa
$3.96K
AEPWM
303
Atlantic Edge Private Wealth Management
Florida
$3.96K
WPA
304
Wealth Preservation Advisors
Tennessee
$3.64K
HNB
305
Huntington National Bank
Ohio
$3.22K
LCM
306
Logan Capital Management
Pennsylvania
$3.02K
HWM
307
Hemington Wealth Management
Virginia
$3K
CG
308
Curat Global
New Hampshire
$2.64K
PFBT
309
Parkside Financial Bank & Trust
Missouri
$2.43K
QC
310
Quent Capital
New York
$2.38K
WA
311
WPG Advisers
Maryland
$2.27K
EPW
312
Evergreen Private Wealth
Colorado
$2.22K
RF
313
Rossby Financial
Florida
$1.8K
PWA
314
Principia Wealth Advisory
Texas
$1.74K
Nisa Investment Advisors
315
Nisa Investment Advisors
Missouri
$1.69K
UB
316
UMB Bank
Missouri
$1.64K
BTI
317
Blue Trust Inc
Georgia
$1.48K
FFO
318
Fortitude Family Office
Arizona
$1.27K
LFG
319
Larson Financial Group
Missouri
$1.21K
MPWT
320
MassMutual Private Wealth & Trust
Connecticut
$1.16K
HFS
321
Hantz Financial Services
Michigan
$1K
MEG
322
Millstone Evans Group
Colorado
$792
PWA
323
Physician Wealth Advisors
Utah
$739
TWD
324
True Wealth Design
Ohio
$634
VCM
325
Versant Capital Management
Arizona
$633