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PJT Partners

399 hedge funds and large institutions have $2.9B invested in PJT Partners in 2026 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 135 increasing their positions, 118 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more ownership

Funds ownership:

less first-time investments, than exits

New positions opened: | Existing positions closed:

less funds holding

Funds holding:

16% less capital invested

Capital invested by funds: $3.46B → $2.9B (-$562M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

62% less call options, than puts

Call options by funds: $3.09M | Put options by funds: $8.05M

Holders
399
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
$3.09M
Puts
$8.05M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PWM
251
Perigon Wealth Management
California
$212K
AFP
252
Ausdal Financial Partners
Iowa
$211K
PA
253
Parallel Advisors
California
$211K
LFGO
254
Legacy Financial Group (Oklahoma)
Oklahoma
$210K
TCWA
255
Turtle Creek Wealth Advisors
Texas
$207K
OSAM
256
O'Shaughnessy Asset Management
Connecticut
$206K
PA
257
Procyon Advisors
Connecticut
$206K
FAM
258
Fred Alger Management
New York
$205K
BC
259
Bayforest Capital
United Kingdom
$202K
FDCDDQ
260
Federation des caisses Desjardins du Quebec
Quebec, Canada
$192K
Ensign Peak Advisors
261
Ensign Peak Advisors
Utah
$179K
NAAA
262
New Age Alpha Advisors
New York
$164K
TRCT
263
Tower Research Capital (TRC)
New York
$143K
KBC Group
264
KBC Group
Belgium
$128K
US Bancorp
265
US Bancorp
Minnesota
$122K
HFS
266
Hantz Financial Services
Michigan
$121K
SAM
267
Smartleaf Asset Management
Massachusetts
$120K
Federated Hermes
268
Federated Hermes
Pennsylvania
$106K
HNB
269
Huntington National Bank
Ohio
$104K
OCM
270
Osbon Capital Management
Massachusetts
$78.1K
QCG
271
Quadrant Capital Group
Ohio
$73.4K
GI
272
GAMMA Investing
California
$72.8K
SL
273
Salomon & Ludwin
Virginia
$68.9K
FHC
274
First Horizon Corporation
Tennessee
$68.3K
C
275
Covestor
United Kingdom
$65K