LGI

Lazard Global Total Return & Income Fund

37 hedge funds and large institutions have $36.8M invested in Lazard Global Total Return & Income Fund in 2025 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 19 increasing their positions, 8 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
37
Holders Change
-4
Holders Change %
-9.76%
% of All Funds
0.5%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
19
Reduced
8
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$8.15M +$728K +43,351 +10%
Wells Fargo
2
Wells Fargo
California
$4.58M +$896K +53,342 +24%
Raymond James Financial
3
Raymond James Financial
Florida
$3.41M -$309K -18,370 -8%
LPL Financial
4
LPL Financial
California
$3.07M +$158K +9,415 +5%
IWC
5
Integrated Wealth Concepts
Massachusetts
$2.22M +$924 +55 +0%
GC
6
Guggenheim Capital
Illinois
$2.1M +$412K +24,546 +24%
Stifel Financial
7
Stifel Financial
Missouri
$1.79M +$358K +21,311 +25%
UBS Group
8
UBS Group
Switzerland
$1.77M -$297K -17,651 -14%
SFS
9
Shaker Financial Services
Virginia
$1.18M -$82.5K -4,911 -7%
Two Sigma Investments
10
Two Sigma Investments
New York
$1.13M +$1.13M +67,393 New
SA
11
Strategic Advocates
Utah
$1.02M +$70.5K +4,196 +7%
BEI
12
Benjamin Edwards Inc
Missouri
$905K -$206K -12,276 -19%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$763K +$93.6K +5,566 +14%
SPIA
14
Steward Partners Investment Advisory
New York
$698K +$235K +14,000 +51%
Bank of America
15
Bank of America
North Carolina
$555K +$17.2K +1,024 +3%
MA
16
Mezzasalma Advisors
New Jersey
$523K -$8.99K -535 -2%
FHA
17
Flagship Harbor Advisors
Massachusetts
$438K +$3.66K +218 +0.8%
Wealth Enhancement Advisory Services
18
Wealth Enhancement Advisory Services
Minnesota
$344K
NA
19
NewEdge Advisors
Louisiana
$328K +$1.06K +63 +0.3%
WA
20
Waverly Advisors
Alabama
$252K +$2.1K +125 +0.8%
Ameriprise
21
Ameriprise
Minnesota
$246K +$18.9K +1,125 +8%
CA
22
CoreCap Advisors
Michigan
$242K +$22.3K +1,325 +10%
WSFS
23
Wilmington Savings Fund Society
Delaware
$241K
TCA
24
Transcend Capital Advisors
New Jersey
$196K +$24.2K +1,440 +14%
BBPWM
25
Blue Bell Private Wealth Management
Pennsylvania
$184K -$10.9K -646 -6%