283 hedge funds and large institutions have $3.75B invested in Lazard in 2025 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 105 increasing their positions, 80 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
283
Holders Change
-9
Holders Change %
-3.08%
% of All Funds
3.84%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
47
Increased
105
Reduced
80
Closed
50
Calls
$10.2M
Puts
$5.49M
Net Calls
+$4.74M
Net Calls Change
-$9.01M
Name Holding Trade Value Shares
Change
Shares
Change %
PS
201
Principal Securities
Iowa
$80.8K
LC
202
Lindbrook Capital
California
$78.8K +$78.8K +1,820 New
TRCT
203
Tower Research Capital (TRC)
New York
$64.6K -$191K -4,400 -75%
Nomura Asset Management
204
Nomura Asset Management
Japan
$61.5K
US Bancorp
205
US Bancorp
Minnesota
$60.7K -$36.8K -850 -38%
SWM
206
Spire Wealth Management
Virginia
$55.7K -$2.17K -50 -4%
FFA
207
Farther Finance Advisors
California
$54.5K +$33.9K +773 +164%
SPIA
208
Steward Partners Investment Advisory
New York
$53.2K
RF
209
Roxbury Financial
New Jersey
$51.9K
Bessemer Group
210
Bessemer Group
New Jersey
$50K +$50K +1,150 New
A
211
AlphaQuest
New York
$44.9K -$4.29K -99 -9%
NA
212
NewEdge Advisors
Louisiana
$42.7K +$390 +9 +0.9%
CA
213
Continuum Advisory
Idaho
$39.4K -$2.17K -50 -5%
BCM
214
Berbice Capital Management
New York
$39K
AAP
215
Arax Advisory Partners
Colorado
$37.2K +$37.2K +860 New
MA
216
MCF Advisors
Kentucky
$35.2K +$9.4K +217 +36%
RFS
217
Richardson Financial Services
Massachusetts
$34.6K +$1.73K +40 +5%
HFS
218
Hopwood Financial Services
Virginia
$34.6K
IA
219
IFP Advisors
Florida
$33.9K
C
220
Covestor
United Kingdom
$32K +$15.2K +353 +91%
SCM
221
Sterling Capital Management
North Carolina
$31.8K -$58.2K -1,343 -65%
KIM
222
Kestra Investment Management
Texas
$30.2K +$30.2K +698 New
PA
223
Parallel Advisors
California
$28.3K +$6.8K +157 +32%
BAMF
224
BI Asset Management Fondsmaeglerselskab
Denmark
$27K +$27K +632 New
BFPW
225
BOK Financial Private Wealth
Colorado
$25.4K +$25.4K +587 New