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
Universal-Beteiligungs- und Servicegesellschaft
176
Universal-Beteiligungs- und Servicegesellschaft
Germany
$490K
BCA
177
Bay Colony Advisors
Massachusetts
$487K
AG
178
Ascent Group
Virginia
$454K
Wealth Enhancement Advisory Services
179
Wealth Enhancement Advisory Services
Minnesota
$453K
Neuberger Berman Group
180
Neuberger Berman Group
New York
$441K
DC
181
Davenport & Co
Virginia
$435K
NSIM
182
North Star Investment Management
Illinois
$429K
OSAM
183
O'Shaughnessy Asset Management
Connecticut
$417K
ORC
184
O'Rourke & Company
Massachusetts
$410K
WAM
185
Weiss Asset Management
Massachusetts
$399K
Public Employees Retirement Association of Colorado
186
Public Employees Retirement Association of Colorado
Colorado
$395K
Northwestern Mutual Wealth Management
187
Northwestern Mutual Wealth Management
Wisconsin
$394K
HNB
188
Hilltop National Bank
Wyoming
$393K
VI
189
Vestcor Inc
New Brunswick, Canada
$377K
SFA
190
Sequoia Financial Advisors
Ohio
$366K
Prudential Financial
191
Prudential Financial
New Jersey
$341K
IPWA
192
International Private Wealth Advisors
California
$337K
BCM
193
Bayesian Capital Management
New York
$336K
PCG
194
Prosperity Consulting Group
Maryland
$331K
X
195
Xponance
Pennsylvania
$328K
PGFC
196
Peapack-Gladstone Financial Corp
New Jersey
$322K
EFG
197
Everhart Financial Group
Ohio
$317K
AB
198
Amalgamated Bank
New York
$316K
ICA
199
Infrastructure Capital Advisors
New York
$309K
Parallax Volatility Advisers
200
Parallax Volatility Advisers
California
$306K