335 hedge funds and large institutions have $4.31B invested in Lazard in 2025 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 118 increasing their positions, 98 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
335
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
WPA
301
Wealth Preservation Advisors
Tennessee
$3.35K
HNB
302
Huntington National Bank
Ohio
$2.96K
KG
303
Kilter Group
New York
$2.87K
KFAS
304
Keating Financial Advisory Services
Kansas
$2.48K
CG
305
Curat Global
New Hampshire
$2.43K
PFBT
306
Parkside Financial Bank & Trust
Missouri
$2.19K
TPBG
307
Turning Point Benefit Group
Maryland
$1.94K
RF
308
Rossby Financial
Florida
$1.7K
BTI
309
Blue Trust Inc
Georgia
$1.7K
UB
310
UMB Bank
Missouri
$1.5K
PWA
311
Principia Wealth Advisory
Texas
$1.46K
WIM
312
Westside Investment Management
California
$1.46K
Nisa Investment Advisors
313
Nisa Investment Advisors
Missouri
$1.36K
LFG
314
Larson Financial Group
Missouri
$1.31K
MPWT
315
MassMutual Private Wealth & Trust
Connecticut
$1.07K
CI
316
CX Institutional
Indiana
$1K
MEG
317
Millstone Evans Group
Colorado
$728
FFO
318
Fortitude Family Office
Arizona
$680
AF
319
Advisornet Financial
Minnesota
$583
VCM
320
Versant Capital Management
Arizona
$583
KCM
321
Key Capital Management
Tennessee
$534
CH
322
Cromwell Holdings
Wyoming
$486
BHWM
323
Bay Harbor Wealth Management
Maryland
$437
DPW
324
DiNuzzo Private Wealth
Pennsylvania
$389
RWM
325
Rialto Wealth Management
New York
$389