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
AF
326
Advisornet Financial
Minnesota
$633
DPW
327
DiNuzzo Private Wealth
Pennsylvania
$629
CH
328
Cromwell Holdings
Wyoming
$528
RWM
329
Rialto Wealth Management
New York
$370
QWM
330
Quaker Wealth Management
New Jersey
$317
HIA
331
HFM Investment Advisors
New Jersey
$317
SIC
332
SJS Investment Consulting
Ohio
$317
BI
333
Binnacle Investments
Iowa
$317
ACA
334
American Capital Advisory
Idaho
$264
BHWM
335
Bay Harbor Wealth Management
Maryland
$263
GFWA
336
Grey Fox Wealth Advisors
Delaware
$211
SAM
337
Smartleaf Asset Management
Massachusetts
$106
TFA
338
Transamerica Financial Advisors
Florida
$53
TIM
339
Tortoise Investment Management
New York
$53
Norges Bank
340
Norges Bank
Norway
Balyasny Asset Management
341
Balyasny Asset Management
Illinois
NSGL
342
No Street GP LP
California
OKSA
343
O'Keefe Stevens Advisory
New York
ECM
344
ExodusPoint Capital Management
New York
JG
345
Jain Global
New York
ACM
346
Advent Capital Management
New York
MAM
347
Martingale Asset Management
Massachusetts
Squarepoint
348
Squarepoint
New York
CPC
349
Consolidated Planning Corp
Georgia
Wellington Management Group
350
Wellington Management Group
Massachusetts