334 hedge funds and large institutions have $4.4B invested in Lazard in 2025 Q3 according to their latest regulatory filings, with 76 funds opening new positions, 101 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: $ → $

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 101

2.78% less ownership

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

Holders
334
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
AQR Capital Management
76
AQR Capital Management
Connecticut
$3.75M
SEI Investments
77
SEI Investments
Pennsylvania
$3.72M
Wells Fargo
78
Wells Fargo
California
$3.51M
CGH
79
Crossmark Global Holdings
Texas
$3.4M
Janney Montgomery Scott
80
Janney Montgomery Scott
Pennsylvania
$3.37M
IMRF
81
Illinois Municipal Retirement Fund
Illinois
$3.34M
IA
82
Icon Advisers
Colorado
$3.26M
Los Angeles Capital Management
83
Los Angeles Capital Management
California
$3.2M
LPL Financial
84
LPL Financial
California
$3.2M
CA
85
Callahan Advisors
Texas
$3.1M
FNT
86
First National Trust
Pennsylvania
$3.02M
VBA
87
Van Berkom & Associates
Quebec, Canada
$2.92M
SO
88
STRS Ohio
Ohio
$2.91M
JHCP
89
Jackson Hole Capital Partners
Oklahoma
$2.88M
LSC
90
Lesa Sroufe & Co
Washington
$2.79M
M&T Bank
91
M&T Bank
New York
$2.59M
MWM
92
Moran Wealth Management
Florida
$2.59M
PWM
93
Paulson Wealth Management
Illinois
$2.57M
Stifel Financial
94
Stifel Financial
Missouri
$2.51M
OLA
95
Oliver Luxxe Assets
New Jersey
$2.5M
ATC
96
Argent Trust Co
Tennessee
$2.47M
WSFS
97
Wilmington Savings Fund Society
Delaware
$2.43M
ANTB
98
AMG National Trust Bank
Colorado
$2.33M
Teacher Retirement System of Texas
99
Teacher Retirement System of Texas
Texas
$2.3M
PFSRSONJ
100
Police & Firemen's Retirement System of New Jersey
New Jersey
$2.18M