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
GHAM
151
Gilman Hill Asset Management
Connecticut
$744K
Pictet Asset Management
152
Pictet Asset Management
Switzerland
$724K
I
153
InceptionR
California
$717K
BHCM
154
Brevan Howard Capital Management
Jersey
$699K
HWAM
155
Hennion & Walsh Asset Management
New Jersey
$691K
CWA
156
Centennial Wealth Advisory
Michigan
$651K
CM
157
Caption Management
Oklahoma
$628K
CA
158
Claro Advisors
Massachusetts
$628K
CAPTRUST Financial Advisors
159
CAPTRUST Financial Advisors
North Carolina
$611K
XT
160
XTX Topco
Cayman Islands
$610K
Baird Financial Group
161
Baird Financial Group
Wisconsin
$579K
BFG
162
Bleakley Financial Group
New Jersey
$574K
ARMT
163
Amica Retiree Medical Trust
Rhode Island
$564K
Ensign Peak Advisors
164
Ensign Peak Advisors
Utah
$552K
NW
165
NewEdge Wealth
Pennsylvania
$549K
KeyBank National Association
166
KeyBank National Association
Ohio
$543K
N
167
Natixis
France
$537K
TPCW
168
TD Private Client Wealth
New York
$532K
IPW
169
Impact Partnership Wealth
Georgia
$531K
BNP Paribas Financial Markets
170
BNP Paribas Financial Markets
France
$529K
IWC
171
Integrated Wealth Concepts
Massachusetts
$510K
Pathstone Holdings
172
Pathstone Holdings
New Jersey
$508K
LI
173
LifeWealth Investments
Florida
$502K
TWM
174
Tradition Wealth Management
Minnesota
$500K
Universal-Beteiligungs- und Servicegesellschaft
175
Universal-Beteiligungs- und Servicegesellschaft
Germany
$490K