336 hedge funds and large institutions have $4.4B invested in Lazard in 2025 Q3 according to their latest regulatory filings, with 75 funds opening new positions, 103 increasing their positions, 102 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: $ → $

1% more repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 102

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2.78% less ownership

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

Holders
336
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
QWM
326
Quaker Wealth Management
New Jersey
$317
HIA
327
HFM Investment Advisors
New Jersey
$317
SIC
328
SJS Investment Consulting
Ohio
$317
BI
329
Binnacle Investments
Iowa
$317
ACA
330
American Capital Advisory
Idaho
$264
BHWM
331
Bay Harbor Wealth Management
Maryland
$263
GFWA
332
Grey Fox Wealth Advisors
Delaware
$211
SAM
333
Smartleaf Asset Management
Massachusetts
$106
TFA
334
Transamerica Financial Advisors
Florida
$53
TIM
335
Tortoise Investment Management
New York
$53
Norges Bank
336
Norges Bank
Norway
Balyasny Asset Management
337
Balyasny Asset Management
Illinois
NSGL
338
No Street GP LP
California
OKSA
339
O'Keefe Stevens Advisory
New York
ECM
340
ExodusPoint Capital Management
New York
JG
341
Jain Global
New York
ACM
342
Advent Capital Management
New York
MAM
343
Martingale Asset Management
Massachusetts
Squarepoint
344
Squarepoint
New York
CPC
345
Consolidated Planning Corp
Georgia
Wellington Management Group
346
Wellington Management Group
Massachusetts
SM
347
Sciencast Management
New Jersey
New York State Teachers Retirement System (NYSTRS)
348
New York State Teachers Retirement System (NYSTRS)
New York
CL
349
Choreo LLC
Illinois
TCM
350
Teza Capital Management
Illinois