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Lazard
LAZ

Overview Fund Activity

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

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$39.6M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$34.3M
3
AWM
AE Wealth Management
Kansas
+$16.2M
4
GHA
GW Henssler & Associates
Georgia
+$14.8M
5
MIM
MetLife Investment Management
New Jersey
+$13.5M

Top Sellers

1
Amundi
Amundi
France
-$87.6M
2
Capital Research Global Investors
Capital Research Global Investors
California
-$68.2M
3
BlackRock
BlackRock
New York
-$35.2M
4
Morgan Stanley
Morgan Stanley
New York
-$26M
5
Two Sigma Advisers
Two Sigma Advisers
New York
-$25.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
Fidelity Investments
1
Fidelity Investments
Massachusetts
$541M +$9.12M +190,010 +2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$525M +$13.3M +277,383 +3%
BlackRock
3
BlackRock
New York
$368M -$35.2M -734,004 -9%
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$332M +$39.6M +824,361 +14%
AI
5
Ariel Investments
Illinois
$276M +$6.46M +134,717 +2%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$114M -$2.06M -42,884 -2%
Capital Research Global Investors
7
Capital Research Global Investors
California
$114M -$68.2M -1,421,986 -38%
State Street
8
State Street
Massachusetts
$101M +$8.65M +180,244 +9%
Victory Capital Management
9
Victory Capital Management
Texas
$91.9M +$13M +270,168 +16%
Principal Financial Group
10
Principal Financial Group
Iowa
$85.3M -$282K -5,879 -0.3%
Fisher Asset Management
11
Fisher Asset Management
Washington
$81.7M -$5.89M -122,759 -7%
Ameriprise
12
Ameriprise
Minnesota
$81.2M +$54.8K +1,142 +0.1%
EIP
13
Epoch Investment Partners
New York
$78.8M -$231K -4,823 -0.3%
Morgan Stanley
14
Morgan Stanley
New York
$78.7M -$26M -542,397 -25%
Dimensional Fund Advisors
15
Dimensional Fund Advisors
Texas
$72.9M +$9.42M +196,373 +15%
Norges Bank
16
Norges Bank
Norway
$66.5M +$66.5M +1,386,969 New
Janus Henderson Group
17
Janus Henderson Group
United Kingdom
$65.1M -$5.89M -122,752 -8%
Invesco
18
Invesco
Georgia
$58M -$3.54M -73,710 -6%
VOYA Investment Management
19
VOYA Investment Management
Georgia
$50M -$8.39M -174,929 -14%
Charles Schwab
20
Charles Schwab
California
$49.6M +$879K +18,329 +2%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$44.9M -$6.86M -142,969 -13%
RA
22
Royce & Associates
New York
$43.7M +$2.99M +62,372 +7%
Goldman Sachs
23
Goldman Sachs
New York
$40.3M +$3.85M +80,262 +11%
Balyasny Asset Management
24
Balyasny Asset Management
Illinois
$34.3M +$34.3M +714,977 New
Bank of New York Mellon
25
Bank of New York Mellon
New York
$30.9M -$1.54M -32,134 -5%
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