340 hedge funds and large institutions have $4.41B invested in Lazard in 2025 Q3 according to their latest regulatory filings, with 76 funds opening new positions, 104 increasing their positions, 104 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: 104 | Existing positions reduced: 104

2.63% less ownership

Funds ownership: 76.77%74.14% (-2.6%)

Holders
340
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
OC
126
Oppenheimer & Co
New York
$1.25M
TAP
127
Tounjian Advisory Partners
Florida
$1.25M
National Bank of Canada
128
National Bank of Canada
Quebec, Canada
$1.23M
Carson Wealth (CWM LLC)
129
Carson Wealth (CWM LLC)
Nebraska
$1.21M
Mitsubishi UFJ Trust & Banking
130
Mitsubishi UFJ Trust & Banking
Japan
$1.21M
SAM
131
Southeastern Asset Management
Tennessee
$1.21M
GLR
132
Great Lakes Retirement
Ohio
$1.19M
SG Americas Securities
133
SG Americas Securities
New York
$1.18M
SBH
134
Segall Bryant & Hamill
Illinois
$1.17M
HSBC Holdings
135
HSBC Holdings
United Kingdom
$1.13M
AGP
136
Autumn Glory Partners
Texas
$1.11M
Creative Planning
137
Creative Planning
Kansas
$1.09M
Wolverine Trading
138
Wolverine Trading
Illinois
$1.07M
KK
139
KLP Kapitalforvaltning
Norway
$1.04M
GCA
140
Greenwood Capital Associates
South Carolina
$1.01M
DFCM
141
Dark Forest Capital Management
Puerto Rico
$977K
Handelsbanken Fonder
142
Handelsbanken Fonder
Sweden
$976K
BA
143
Bridgewater Associates
Connecticut
$969K
CPC
144
Cookson Peirce & Co
Pennsylvania
$935K
RP
145
Riverwater Partners
Wisconsin
$920K
FFL
146
Future Fund LLC
Illinois
$888K
BPC
147
Banque Pictet & Cie
Switzerland
$875K
FRA
148
Frank Rimerman Advisors
California
$850K
CA
149
Calton & Associates
Florida
$834K
Manulife (Manufacturers Life Insurance)
150
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$833K