LAZ icon

Lazard
LAZ

Overview Fund Activity

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

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$332M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
$34.3M
3
AWM
AE Wealth Management
Kansas
$16.2M
4
GHA
GW Henssler & Associates
Georgia
$14.8M
5
MIM
MetLife Investment Management
New Jersey
$13.8M

Top Sellers

1
Amundi
Amundi
France
$0
2
Capital Research Global Investors
Capital Research Global Investors
California
$114M
3
BlackRock
BlackRock
New York
$368M
4
Morgan Stanley
Morgan Stanley
New York
$78.7M
5
Two Sigma Advisers
Two Sigma Advisers
New York
$14.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
Neuberger Berman Group
176
Neuberger Berman Group
New York
$364K -$250K -5,215 -41%
TWM
177
Tradition Wealth Management
Minnesota
$364K +$15.6K +325 +4%
HNB
178
Hilltop National Bank
Wyoming
$357K +$357K +7,441 New
IPWA
179
International Private Wealth Advisors
California
$354K +$354K +7,372 New
X
180
Xponance
Pennsylvania
$351K -$343K -7,159 -49%
VI
181
Vestcor Inc
New Brunswick, Canada
$342K – – –
AB
182
Amalgamated Bank
New York
$330K -$25.5K -532 -7%
OSAM
183
O'Shaughnessy Asset Management
Connecticut
$314K +$314K +6,545 New
RIL
184
Rothschild Investment LLC
Illinois
$312K – – –
PAS
185
Park Avenue Securities
New York
$307K +$307K +6,393 New
PCG
186
Prosperity Consulting Group
Maryland
$300K +$59.5K +1,241 +25%
EFG
187
Everhart Financial Group
Ohio
$290K -$159K -3,324 -35%
SCM
188
Sterling Capital Management
North Carolina
$285K +$249K +5,198 +707%
ICP
189
Ilex Capital Partners
United Kingdom
$281K +$281K +5,847 New
URS
190
Utah Retirement Systems
Utah
$279K -$9.07K -189 -3%
MSRPS
191
Maryland State Retirement & Pension System
Maryland
$245K – – –
AAM
192
Advisors Asset Management
Colorado
$242K +$30.6K +637 +14%
Cambridge Investment Research Advisors
193
Cambridge Investment Research Advisors
Iowa
$238K -$6.58K -137 -3%
TPA
194
Trivium Point Advisory
Connecticut
$223K +$223K +4,640 New
AGDI
195
Absolute Gestao de Investimentos
Brazil
$220K +$220K +4,594 New
BHPW
196
Beverly Hills Private Wealth
California
$219K -$10.6K -221 -5%
KWMG
197
King Wealth Management Group
Florida
$216K +$216K +4,500 New
LFRG
198
Lazard Frères Gestion
France
$215K – – –
SFA
199
Sequoia Financial Advisors
Ohio
$211K +$211K +4,405 New
AssetMark Inc
200
AssetMark Inc
California
$211K -$4.32K -90 -2%
6 7
8
9 10