331 hedge funds and large institutions have $4.3B invested in Lazard in 2025 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 117 increasing their positions, 97 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
331
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
$16.7M
Puts
$3.98M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OLA
101
Oliver Luxxe Assets
New Jersey
$2.31M
ATC
102
Argent Trust Co
Tennessee
$2.3M
State of New Jersey Common Pension Fund D
103
State of New Jersey Common Pension Fund D
New Jersey
$2.25M
WSFS
104
Wilmington Savings Fund Society
Delaware
$2.24M
MWM
105
Moran Wealth Management
Florida
$2.22M
Envestnet Asset Management
106
Envestnet Asset Management
Illinois
$2.18M
LPL Financial
107
LPL Financial
California
$2.16M
Teacher Retirement System of Texas
108
Teacher Retirement System of Texas
Texas
$2.05M
ANTB
109
AMG National Trust Bank
Colorado
$2.02M
JFG
110
Jefferies Financial Group
New York
$1.98M
PFSRSONJ
111
Police & Firemen's Retirement System of New Jersey
New Jersey
$1.96M
National Bank of Canada
112
National Bank of Canada
Quebec, Canada
$1.9M
Treasurer of the State of North Carolina
113
Treasurer of the State of North Carolina
North Carolina
$1.87M
Franklin Resources
114
Franklin Resources
California
$1.87M
Raymond James Financial
115
Raymond James Financial
Florida
$1.87M
RSWM
116
Robertson Stephens Wealth Management
California
$1.86M
SG Americas Securities
117
SG Americas Securities
New York
$1.81M
AllianceBernstein
118
AllianceBernstein
Tennessee
$1.81M
Creative Planning
119
Creative Planning
Kansas
$1.76M
Thrivent Financial for Lutherans
120
Thrivent Financial for Lutherans
Minnesota
$1.63M
CGH
121
Crossmark Global Holdings
Texas
$1.45M
RP
122
Riverwater Partners
Wisconsin
$1.45M
Ohio Public Employees Retirement System (OPERS)
123
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.42M
CFM
124
Catalyst Funds Management
Australia
$1.41M
Zurich Cantonal Bank
125
Zurich Cantonal Bank
Switzerland
$1.36M