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
Name Holding Trade Value Shares
Change
Shares
Change %
PI
201
PineBridge Investments
New York
$207K +$207K +4,319 New
SAG
202
SageView Advisory Group
California
$202K +$202K +3,711 New
A
203
AlphaQuest
New York
$195K +$145K +3,027 +292%
Jones Financial Companies
204
Jones Financial Companies
Missouri
$175K -$9.57K -200 -5%
KIM
205
Kestra Investment Management
Texas
$172K +$139K +2,962 +424%
PNC Financial Services Group
206
PNC Financial Services Group
Pennsylvania
$147K +$38.3K +798 +35%
DAM
207
Delta Asset Management
Tennessee
$144K
KBC Group
208
KBC Group
Belgium
$143K -$81K -1,694 -36%
LWANC
209
Laurel Wealth Advisors (North Carolina)
North Carolina
$120K +$117K +5,638 +4,698%
Comerica Bank
210
Comerica Bank
Texas
$118K -$433K -9,016 -79%
TWC
211
TD Waterhouse Canada
Ontario, Canada
$93.8K +$49 +1 +0.1%
TRCT
212
Tower Research Capital (TRC)
New York
$93.2K +$21.6K +451 +30%
PA
213
Parallel Advisors
California
$85K +$53.6K +1,117 +171%
GWM
214
Geneos Wealth Management
Colorado
$80.1K -$56.8K -1,183 -41%
C
215
Covestor
United Kingdom
$80K +$44.5K +930 +126%
CI Investments Inc
216
CI Investments Inc
Ontario, Canada
$78K -$27.5K -574 -26%
PS
217
Principal Securities
Iowa
$73.5K -$1.82K -38 -2%
QT
218
Quantbot Technologies
New York
$68.8K -$1.99M -41,406 -97%
Nomura Asset Management
219
Nomura Asset Management
Japan
$68.1K
IA
220
IFP Advisors
Florida
$66.6K -$57.8K -364 -46%
SPIA
221
Steward Partners Investment Advisory
New York
$60.7K +$1.73K +36 +3%
FFA
222
Farther Finance Advisors
California
$56.1K -$3.6K -75 -6%
SWM
223
Spire Wealth Management
Virginia
$53.9K -$7.87K -164 -13%
ACM
224
Aster Capital Management
United Arab Emirates
$52.2K +$52.2K +1,088 New
RF
225
Roxbury Financial
New Jersey
$49.6K