298 hedge funds and large institutions have $4.15B invested in Lazard in 2025 Q2 according to their latest regulatory filings, with 60 funds opening new positions, 112 increasing their positions, 86 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
298
Holders Change
+15
Holders Change %
+5.3%
% of All Funds
4%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
60
Increased
112
Reduced
86
Closed
41
Calls
$18.6M
Puts
$5.41M
Net Calls
+$13.2M
Net Calls Change
+$8.43M
Name Holding Trade Value Shares
Change
Shares
Change %
GLR
126
Great Lakes Retirement
Ohio
$1.06M +$61.8K +1,288 +6%
AGP
127
Autumn Glory Partners
Texas
$1.01M
Squarepoint
128
Squarepoint
New York
$979K -$1.62M -33,753 -62%
GCA
129
Greenwood Capital Associates
South Carolina
$946K +$946K +19,710 New
KK
130
KLP Kapitalforvaltning
Norway
$897K +$72K +1,500 +9%
Handelsbanken Fonder
131
Handelsbanken Fonder
Sweden
$888K -$250K -5,200 -22%
Cetera Investment Advisers
132
Cetera Investment Advisers
Illinois
$887K -$162K -3,374 -15%
DFCM
133
Dark Forest Capital Management
Puerto Rico
$882K -$767K -15,980 -47%
CA
134
Calton & Associates
Florida
$832K +$151K +5,686 +22%
BPC
135
Banque Pictet & Cie
Switzerland
$800K -$53.7K -1,120 -6%
CPC
136
Consolidated Planning Corp
Georgia
$779K +$779K +16,240 New
FRA
137
Frank Rimerman Advisors
California
$772K +$772K +16,087 New
Manulife (Manufacturers Life Insurance)
138
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$748K -$279K -5,818 -27%
Creative Planning
139
Creative Planning
Kansas
$688K +$131K +2,729 +24%
GHAM
140
Gilman Hill Asset Management
Connecticut
$676K +$84K +1,750 +14%
Wellington Management Group
141
Wellington Management Group
Massachusetts
$620K +$158K +3,288 +34%
Pictet Asset Management
142
Pictet Asset Management
Switzerland
$598K -$49.3K -1,028 -8%
CWA
143
Centennial Wealth Advisory
Michigan
$572K +$572K +11,911 New
CA
144
Claro Advisors
Massachusetts
$571K -$2.69K -56 -0.5%
HWAM
145
Hennion & Walsh Asset Management
New Jersey
$567K +$269K +5,600 +90%
NW
146
NewEdge Wealth
Pennsylvania
$567K
FFL
147
Future Fund LLC
Illinois
$561K +$96.1K +2,002 +21%
National Bank of Canada
148
National Bank of Canada
Quebec, Canada
$559K +$19.9K +414 +4%
BFG
149
Bleakley Financial Group
New Jersey
$549K +$28.2K +587 +5%
Baird Financial Group
150
Baird Financial Group
Wisconsin
$539K -$18.4K -383 -3%