332 hedge funds and large institutions have $4.31B invested in Lazard in 2025 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 117 increasing their positions, 97 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
332
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
PWM
101
Paulson Wealth Management
Illinois
$2.37M
OLA
102
Oliver Luxxe Assets
New Jersey
$2.31M
ATC
103
Argent Trust Co
Tennessee
$2.3M
State of New Jersey Common Pension Fund D
104
State of New Jersey Common Pension Fund D
New Jersey
$2.25M
WSFS
105
Wilmington Savings Fund Society
Delaware
$2.24M
MWM
106
Moran Wealth Management
Florida
$2.22M
Envestnet Asset Management
107
Envestnet Asset Management
Illinois
$2.18M
LPL Financial
108
LPL Financial
California
$2.16M
Teacher Retirement System of Texas
109
Teacher Retirement System of Texas
Texas
$2.05M
ANTB
110
AMG National Trust Bank
Colorado
$2.02M
JFG
111
Jefferies Financial Group
New York
$1.98M
PFSRSONJ
112
Police & Firemen's Retirement System of New Jersey
New Jersey
$1.96M
National Bank of Canada
113
National Bank of Canada
Quebec, Canada
$1.9M
Treasurer of the State of North Carolina
114
Treasurer of the State of North Carolina
North Carolina
$1.87M
Franklin Resources
115
Franklin Resources
California
$1.87M
Raymond James Financial
116
Raymond James Financial
Florida
$1.87M
RSWM
117
Robertson Stephens Wealth Management
California
$1.86M
Corient Private Wealth
118
Corient Private Wealth
Florida
$1.85M
SG Americas Securities
119
SG Americas Securities
New York
$1.81M
AllianceBernstein
120
AllianceBernstein
Tennessee
$1.81M
Creative Planning
121
Creative Planning
Kansas
$1.76M
Thrivent Financial for Lutherans
122
Thrivent Financial for Lutherans
Minnesota
$1.63M
CGH
123
Crossmark Global Holdings
Texas
$1.45M
RP
124
Riverwater Partners
Wisconsin
$1.45M
Ohio Public Employees Retirement System (OPERS)
125
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.42M