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
TAP
126
Tounjian Advisory Partners
Florida
$1.25M
National Bank of Canada
127
National Bank of Canada
Quebec, Canada
$1.23M
Carson Wealth (CWM LLC)
128
Carson Wealth (CWM LLC)
Nebraska
$1.21M
Mitsubishi UFJ Trust & Banking
129
Mitsubishi UFJ Trust & Banking
Japan
$1.21M
SAM
130
Southeastern Asset Management
Tennessee
$1.21M
GLR
131
Great Lakes Retirement
Ohio
$1.19M
SG Americas Securities
132
SG Americas Securities
New York
$1.18M
SBH
133
Segall Bryant & Hamill
Illinois
$1.17M
HSBC Holdings
134
HSBC Holdings
United Kingdom
$1.13M
AGP
135
Autumn Glory Partners
Texas
$1.11M
Creative Planning
136
Creative Planning
Kansas
$1.09M
Wolverine Trading
137
Wolverine Trading
Illinois
$1.07M
KK
138
KLP Kapitalforvaltning
Norway
$1.04M
GCA
139
Greenwood Capital Associates
South Carolina
$1.01M
DFCM
140
Dark Forest Capital Management
Puerto Rico
$977K
Handelsbanken Fonder
141
Handelsbanken Fonder
Sweden
$976K
BA
142
Bridgewater Associates
Connecticut
$969K
CPC
143
Cookson Peirce & Co
Pennsylvania
$935K
RP
144
Riverwater Partners
Wisconsin
$920K
FFL
145
Future Fund LLC
Illinois
$888K
BPC
146
Banque Pictet & Cie
Switzerland
$875K
FRA
147
Frank Rimerman Advisors
California
$850K
CA
148
Calton & Associates
Florida
$834K
Manulife (Manufacturers Life Insurance)
149
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$833K
LAM
150
LECAP Asset Management
United Kingdom
$825K