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
RWM
326
Rialto Wealth Management
New York
$370
QWM
327
Quaker Wealth Management
New Jersey
$317
HIA
328
HFM Investment Advisors
New Jersey
$317
SIC
329
SJS Investment Consulting
Ohio
$317
BI
330
Binnacle Investments
Iowa
$317
ACA
331
American Capital Advisory
Idaho
$264
BHWM
332
Bay Harbor Wealth Management
Maryland
$263
GFWA
333
Grey Fox Wealth Advisors
Delaware
$211
SAM
334
Smartleaf Asset Management
Massachusetts
$106
TIM
335
Tortoise Investment Management
New York
$53
TFA
336
Transamerica Financial Advisors
Florida
$53
Norges Bank
337
Norges Bank
Norway
Balyasny Asset Management
338
Balyasny Asset Management
Illinois
NSGL
339
No Street GP LP
California
OKSA
340
O'Keefe Stevens Advisory
New York
ECM
341
ExodusPoint Capital Management
New York
JG
342
Jain Global
New York
ACM
343
Advent Capital Management
New York
MAM
344
Martingale Asset Management
Massachusetts
Squarepoint
345
Squarepoint
New York
CPC
346
Consolidated Planning Corp
Georgia
Wellington Management Group
347
Wellington Management Group
Massachusetts
SM
348
Sciencast Management
New Jersey
New York State Teachers Retirement System (NYSTRS)
349
New York State Teachers Retirement System (NYSTRS)
New York
CL
350
Choreo LLC
Illinois