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Lazard
LAZ

Overview Fund Activity

298 hedge funds and large institutions have $4.15B invested in Lazard in 2025 Q2 according to their latest regulatory filings, with 60 funds opening new positions, 112 increasing their positions, 86 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
298
Holders Change
+15
Holders Change %
+5.3%
% of All Funds
4%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
60
Increased
112
Reduced
86
Closed
41
Calls
$18.6M
Puts
$5.41M
Net Calls
+$13.2M
Net Calls Change
+$8.43M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$39.6M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$34.3M
3
AWM
AE Wealth Management
Kansas
+$16.2M
4
GHA
GW Henssler & Associates
Georgia
+$14.8M
5
MIM
MetLife Investment Management
New Jersey
+$13.5M

Top Sellers

1
Amundi
Amundi
France
-$87.6M
2
Capital Research Global Investors
Capital Research Global Investors
California
-$68.2M
3
BlackRock
BlackRock
New York
-$35.2M
4
Morgan Stanley
Morgan Stanley
New York
-$26M
5
Two Sigma Advisers
Two Sigma Advisers
New York
-$25.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
326
Clearstead Advisors
Ohio
– -$9.11K -210 Closed
CCM
327
Coldstream Capital Management
Washington
– -$5.02K -116 Closed
N
328
Natixis
France
– -$3.92K -91 Closed
CWC
329
Carolinas Wealth Consulting
North Carolina
– -$3.29K -76 Closed
WA
330
WPG Advisers
Maryland
– -$2.99K -69 Closed
HT
331
Headlands Technologies
Illinois
– -$2.64K -61 Closed
QC
332
Quent Capital
New York
– -$1.95K -45 Closed
AWM
333
Activest Wealth Management
Florida
– -$1.17K -27 Closed
STB
334
S&T Bank
Pennsylvania
– -$1.17K -27 Closed
CFD
335
Creative Financial Designs
Indiana
– -$779 -18 Closed
GFPC
336
Global Financial Private Client
Florida
– -$260 -6 Closed
CA
337
CoreCap Advisors
Michigan
– -$216 -5 Closed
MCM
338
MV Capital Management
Maryland
– -$44 -1 Closed
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