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
LAM
151
LECAP Asset Management
United Kingdom
$825K
GHAM
152
Gilman Hill Asset Management
Connecticut
$744K
Pictet Asset Management
153
Pictet Asset Management
Switzerland
$724K
I
154
InceptionR
California
$717K
BHCM
155
Brevan Howard Capital Management
Jersey
$699K
HWAM
156
Hennion & Walsh Asset Management
New Jersey
$691K
CWA
157
Centennial Wealth Advisory
Michigan
$651K
CM
158
Caption Management
Oklahoma
$628K
CA
159
Claro Advisors
Massachusetts
$628K
CAPTRUST Financial Advisors
160
CAPTRUST Financial Advisors
North Carolina
$611K
XT
161
XTX Topco
Cayman Islands
$610K
Baird Financial Group
162
Baird Financial Group
Wisconsin
$579K
BFG
163
Bleakley Financial Group
New Jersey
$574K
ARMT
164
Amica Retiree Medical Trust
Rhode Island
$564K
Ensign Peak Advisors
165
Ensign Peak Advisors
Utah
$552K
NW
166
NewEdge Wealth
Pennsylvania
$549K
KeyBank National Association
167
KeyBank National Association
Ohio
$543K
N
168
Natixis
France
$537K
TPCW
169
TD Private Client Wealth
New York
$532K
IPW
170
Impact Partnership Wealth
Georgia
$531K
BNP Paribas Financial Markets
171
BNP Paribas Financial Markets
France
$529K
IWC
172
Integrated Wealth Concepts
Massachusetts
$510K
Pathstone Holdings
173
Pathstone Holdings
New Jersey
$508K
LI
174
LifeWealth Investments
Florida
$502K
TWM
175
Tradition Wealth Management
Minnesota
$500K