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 %
SM
151
Sciencast Management
New Jersey
$533K +$533K +11,100 New
ARMT
152
Amica Retiree Medical Trust
Rhode Island
$524K +$161K +3,356 +44%
AAS
153
Avantax Advisory Services
Texas
$510K -$188K -3,916 -27%
CAPTRUST Financial Advisors
154
CAPTRUST Financial Advisors
North Carolina
$497K +$497K +10,352 New
New York State Teachers Retirement System (NYSTRS)
155
New York State Teachers Retirement System (NYSTRS)
New York
$480K
SC
156
SummitTX Capital
Texas
$468K +$196K +4,091 +72%
KeyBank National Association
157
KeyBank National Association
Ohio
$461K +$33.3K +694 +8%
AG
158
Ascent Group
Virginia
$457K -$223K -4,656 -33%
LI
159
LifeWealth Investments
Florida
$456K +$456K +9,498 New
SWP
160
Strategic Wealth Partners
Ohio
$436K +$436K +9,097 New
Wealth Enhancement Advisory Services
161
Wealth Enhancement Advisory Services
Minnesota
$430K +$110K +2,192 +35%
ORC
162
O'Rourke & Company
Massachusetts
$430K -$34.5K -720 -7%
BCA
163
Bay Colony Advisors
Massachusetts
$419K
Wolverine Trading
164
Wolverine Trading
Illinois
$418K -$205K -4,272 -33%
Pathstone Holdings
165
Pathstone Holdings
New Jersey
$417K +$417K +8,701 New
DC
166
Davenport & Co
Virginia
$397K
Universal-Beteiligungs- und Servicegesellschaft
167
Universal-Beteiligungs- und Servicegesellschaft
Germany
$391K +$129K +2,680 +49%
NSIM
168
North Star Investment Management
Illinois
$390K -$666K -13,886 -63%
CL
169
Choreo LLC
Illinois
$388K -$16.6K -347 -4%
TCM
170
Teza Capital Management
Illinois
$387K +$8.97K +187 +2%
BNP Paribas Financial Markets
171
BNP Paribas Financial Markets
France
$386K -$17.6K -366 -4%
GCP
172
GSA Capital Partners
United Kingdom
$383K +$383K +7,992 New
PGFC
173
Peapack-Gladstone Financial Corp
New Jersey
$379K -$86.3K -1,800 -19%
Northwestern Mutual Wealth Management
174
Northwestern Mutual Wealth Management
Wisconsin
$378K +$43.6K +908 +13%
Prudential Financial
175
Prudential Financial
New Jersey
$369K +$142K +2,730 +62%