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
Name Holding Trade Value Shares
Change
Shares
Change %
PGFC
151
Peapack-Gladstone Financial Corp
New Jersey
$420K
ORC
152
O'Rourke & Company
Massachusetts
$419K +$606 +14 +0.1%
FFL
153
Future Fund LLC
Illinois
$419K +$419K +9,682 New
EDRH
154
Edmond de Rothschild Holding
Switzerland
$418K
Wellington Management Group
155
Wellington Management Group
Massachusetts
$417K +$417K +9,636 New
EFG
156
Everhart Financial Group
Ohio
$406K +$37K +854 +10%
KeyBank National Association
157
KeyBank National Association
Ohio
$386K +$108K +2,500 +39%
IPW
158
Impact Partnership Wealth
Georgia
$384K -$25.3K -584 -6%
BCA
159
Bay Colony Advisors
Massachusetts
$377K
Osaic Holdings
160
Osaic Holdings
Arizona
$371K -$612K -14,125 -62%
CL
161
Choreo LLC
Illinois
$366K
BNP Paribas Financial Markets
162
BNP Paribas Financial Markets
France
$364K -$9.96M -229,983 -96%
DC
163
Davenport & Co
Virginia
$358K +$17.3K +400 +5%
TCM
164
Teza Capital Management
Illinois
$341K -$374K -8,636 -52%
ARMT
165
Amica Retiree Medical Trust
Rhode Island
$328K +$41.6K +960 +15%
AB
166
Amalgamated Bank
New York
$321K +$8.83K +204 +3%
TWM
167
Tradition Wealth Management
Minnesota
$315K -$14.1K -325 -4%
VI
168
Vestcor Inc
New Brunswick, Canada
$309K +$309K +7,135 New
Northwestern Mutual Wealth Management
169
Northwestern Mutual Wealth Management
Wisconsin
$302K +$27.2K +628 +10%
RIL
170
Rothschild Investment LLC
Illinois
$281K
CGIM
171
Cannon Global Investment Management
Florida
$281K +$21.7K +500 +8%
MIM
172
MetLife Investment Management
New Jersey
$278K -$520 -12 -0.2%
Wealth Enhancement Advisory Services
173
Wealth Enhancement Advisory Services
Minnesota
$275K +$27.1K +627 +11%
HWAM
174
Hennion & Walsh Asset Management
New Jersey
$270K +$270K +6,226 New
URS
175
Utah Retirement Systems
Utah
$260K