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
PAS
201
Park Avenue Securities
New York
$292K
RIL
202
Rothschild Investment LLC
Illinois
$290K
Cambridge Investment Research Advisors
203
Cambridge Investment Research Advisors
Iowa
$282K
BHPW
204
Beverly Hills Private Wealth
California
$281K
SC
205
SummitTX Capital
Texas
$276K
Group One Trading
206
Group One Trading
Illinois
$269K
URS
207
Utah Retirement Systems
Utah
$259K
SWP
208
Strategic Wealth Partners
Ohio
$256K
AAM
209
Advisors Asset Management
Colorado
$254K
Jones Financial Companies
210
Jones Financial Companies
Missouri
$253K
Rockefeller Capital Management
211
Rockefeller Capital Management
New York
$251K
SCM
212
Sterling Capital Management
North Carolina
$243K
MSRPS
213
Maryland State Retirement & Pension System
Maryland
$242K
AssetMark Inc
214
AssetMark Inc
California
$240K
KWMG
215
King Wealth Management Group
Florida
$238K
LFG
216
Lazard Frères Gestion
France
$237K
PAG
217
Private Advisor Group
New Jersey
$226K
TPA
218
Trivium Point Advisory
Connecticut
$216K
EF
219
Empowered Funds
Pennsylvania
$216K
GI
220
GAMCO Investors
Connecticut
$211K
ECM
221
Evergreen Capital Management
Washington
$207K
UPS
222
UHLMANN PRICE SECURITIES
Illinois
$206K
OL
223
one8zero8 LLC
North Carolina
$206K
A
224
AlphaQuest
New York
$206K
PNC Financial Services Group
225
PNC Financial Services Group
Pennsylvania
$193K