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Lazard
LAZ

Overview Fund Activity

283 hedge funds and large institutions have $3.75B invested in Lazard in 2025 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 105 increasing their positions, 80 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
283
Holders Change
-9
Holders Change %
-3.08%
% of All Funds
3.84%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
47
Increased
105
Reduced
80
Closed
50
Calls
$10.2M
Puts
$5.49M
Net Calls
+$4.74M
Net Calls Change
-$9.01M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$253M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$105M
3
Amundi
Amundi
France
+$51.3M
4
Victory Capital Management
Victory Capital Management
Texas
+$21.1M
5
Ameriprise
Ameriprise
Minnesota
+$17.6M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$27.8M
2
Morgan Stanley
Morgan Stanley
New York
-$20.1M
3
KPM
Kinetic Partners Management
Florida
-$16.9M
4
PFMOSF
Philadelphia Financial Management of San Francisco
California
-$15M
5
Alyeska Investment Group
Alyeska Investment Group
Illinois
-$14.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
126
Calton & Associates
Florida
$719K +$719K +25,725 New
AAS
127
Avantax Advisory Services
Texas
$630K +$16.2K +375 +3%
X
128
Xponance
Pennsylvania
$627K +$21.3K +492 +4%
Ensign Peak Advisors
129
Ensign Peak Advisors
Utah
$622K +$222K +5,134 +56%
AG
130
Ascent Group
Virginia
$614K +$159K +3,668 +35%
IMRF
131
Illinois Municipal Retirement Fund
Illinois
$612K – – –
VF
132
Virtu Financial
New York
$598K +$598K +13,810 New
EMPI
133
Elo Mutual Pension Insurance
Finland
$587K +$587K +13,553 New
Pictet Asset Management
134
Pictet Asset Management
Switzerland
$584K +$32.3K +747 +6%
PAM
135
Paradigm Asset Management
New York
$567K – – –
Wolverine Trading
136
Wolverine Trading
Illinois
$562K +$52K +1,204 +10%
I
137
InceptionR
California
$561K -$31.2K -720 -5%
Neuberger Berman Group
138
Neuberger Berman Group
New York
$555K – – –
AQR Capital Management
139
AQR Capital Management
Connecticut
$544K +$309K +7,144 +132%
GHAM
140
Gilman Hill Asset Management
Connecticut
$534K +$110K +2,550 +26%
CA
141
Claro Advisors
Massachusetts
$518K +$2.43K +56 +0.5%
Baird Financial Group
142
Baird Financial Group
Wisconsin
$503K +$39.5K +913 +9%
Creative Planning
143
Creative Planning
Kansas
$503K +$120K +2,777 +31%
Comerica Bank
144
Comerica Bank
Texas
$497K -$30.7K -709 -6%
National Bank of Canada
145
National Bank of Canada
Quebec, Canada
$487K +$380K +8,785 +358%
NW
146
NewEdge Wealth
Pennsylvania
$479K -$5.63K -130 -1%
CB
147
Commerce Bank
Missouri
$473K +$50.2K +1,160 +12%
BFG
148
Bleakley Financial Group
New Jersey
$470K -$119K -2,738 -20%
New York State Teachers Retirement System (NYSTRS)
149
New York State Teachers Retirement System (NYSTRS)
New York
$434K – – –
American Century Companies
150
American Century Companies
Missouri
$423K +$423K +9,775 New
4 5
6
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