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
LG
201
Leuthold Group
Minnesota
$295K
PAS
202
Park Avenue Securities
New York
$292K
RIL
203
Rothschild Investment LLC
Illinois
$290K
Cambridge Investment Research Advisors
204
Cambridge Investment Research Advisors
Iowa
$282K
BHPW
205
Beverly Hills Private Wealth
California
$281K
SC
206
SummitTX Capital
Texas
$276K
Group One Trading
207
Group One Trading
Illinois
$269K
URS
208
Utah Retirement Systems
Utah
$259K
SWP
209
Strategic Wealth Partners
Ohio
$256K
AAM
210
Advisors Asset Management
Colorado
$254K
Jones Financial Companies
211
Jones Financial Companies
Missouri
$253K
Rockefeller Capital Management
212
Rockefeller Capital Management
New York
$251K
SCM
213
Sterling Capital Management
North Carolina
$243K
MSRPS
214
Maryland State Retirement & Pension System
Maryland
$242K
AssetMark Inc
215
AssetMark Inc
California
$240K
KWMG
216
King Wealth Management Group
Florida
$238K
LFG
217
Lazard Frères Gestion
France
$237K
SLAM
218
Swiss Life Asset Management
$233K
PAG
219
Private Advisor Group
New Jersey
$226K
TPA
220
Trivium Point Advisory
Connecticut
$216K
EF
221
Empowered Funds
Pennsylvania
$216K
GI
222
GAMCO Investors
Connecticut
$211K
ECM
223
Evergreen Capital Management
Washington
$207K
UPS
224
UHLMANN PRICE SECURITIES
Illinois
$206K
OL
225
one8zero8 LLC
North Carolina
$206K