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
BCA
176
Bay Colony Advisors
Massachusetts
$487K
AG
177
Ascent Group
Virginia
$454K
Wealth Enhancement Advisory Services
178
Wealth Enhancement Advisory Services
Minnesota
$453K
Neuberger Berman Group
179
Neuberger Berman Group
New York
$441K
DC
180
Davenport & Co
Virginia
$435K
NSIM
181
North Star Investment Management
Illinois
$429K
OSAM
182
O'Shaughnessy Asset Management
Connecticut
$417K
ORC
183
O'Rourke & Company
Massachusetts
$410K
WAM
184
Weiss Asset Management
Massachusetts
$399K
Public Employees Retirement Association of Colorado
185
Public Employees Retirement Association of Colorado
Colorado
$395K
Northwestern Mutual Wealth Management
186
Northwestern Mutual Wealth Management
Wisconsin
$394K
HNB
187
Hilltop National Bank
Wyoming
$393K
VI
188
Vestcor Inc
New Brunswick, Canada
$377K
SFA
189
Sequoia Financial Advisors
Ohio
$366K
Prudential Financial
190
Prudential Financial
New Jersey
$341K
IPWA
191
International Private Wealth Advisors
California
$337K
BCM
192
Bayesian Capital Management
New York
$336K
PCG
193
Prosperity Consulting Group
Maryland
$331K
X
194
Xponance
Pennsylvania
$328K
PGFC
195
Peapack-Gladstone Financial Corp
New Jersey
$322K
EFG
196
Everhart Financial Group
Ohio
$317K
AB
197
Amalgamated Bank
New York
$316K
ICA
198
Infrastructure Capital Advisors
New York
$309K
Parallax Volatility Advisers
199
Parallax Volatility Advisers
California
$306K
LG
200
Leuthold Group
Minnesota
$295K