Lazard Global Total Return & Income Fund
LGI
38 hedge funds and large institutions have $33.2M invested in Lazard Global Total Return & Income Fund in 2025 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 13 increasing their positions, 10 reducing their positions, and 6 closing their positions.
30% more repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 10
17% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 6
3% more funds holding
Funds holding: 37 → 38 (+1)
2.44% less ownership
Funds ownership: 17.17% → 14.72% (-2.4%)
12% less capital invested
Capital invested by funds: $37.5M → $33.2M (-$4.38M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWA
Adapt Wealth Advisors
Atlanta,
Georgia
|
+$625K |
| 2 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$568K |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$511K |
| 4 |
Jane Street
New York
|
+$298K |
| 5 |
HF
HRT Financial
New York
|
+$289K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
-$2.22M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$1.47M |
| 3 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$1.18M |
| 4 |
Two Sigma Investments
New York
|
-$1.13M |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$819K |
LGI Hedge Fund Activity: Q3 2025 in Review
38 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in Lazard Global Total Return & Income Fund (LGI) for Q3 2025, worth a combined $33.2M — down 12% from $37.5M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new LGI positions and 6 closed out — a net gain of 1 holder — while 13 added to existing stakes and 10 trimmed.
The largest buyer was Adapt Wealth Advisors, opening a new position worth an estimated $625K. The largest seller was Integrated Wealth Concepts, exiting entirely with an estimated $2.22M sold.
- 38 institutional investors held Lazard Global Total Return & Income Fund (LGI) as of Q3 2025, up from 37 in Q2 2025.
- Funds reported $33.2M of Lazard Global Total Return & Income Fund stock for Q3 2025, down 12% quarter-over-quarter.
- 7 funds opened new Lazard Global Total Return & Income Fund positions in Q3 2025 and 6 closed out, a net change of +1 holder.
- The largest Lazard Global Total Return & Income Fund buyer in Q3 2025 was Adapt Wealth Advisors, an estimated $625K added.
- The largest Lazard Global Total Return & Income Fund seller in Q3 2025 was Integrated Wealth Concepts, an estimated $2.22M sold.
Based on aggregated 13F filings for Q3 2025.