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PJT Partners

371 hedge funds and large institutions have $3.41B invested in PJT Partners in 2025 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 139 increasing their positions, 110 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
371
Holders Change
-14
Holders Change %
-3.64%
% of All Funds
4.98%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
46
Increased
139
Reduced
110
Closed
52
Calls
$6.42M
Puts
$16K
Net Calls
+$6.4M
Net Calls Change
-$3.75M
Name Holding Trade Value Shares
Change
Shares
Change %
EWA
276
EverSource Wealth Advisors
Alabama
$21.5K +$7.26K +44 +51%
AF
277
Allworth Financial
California
$21.4K -$1.65K -10 -7%
Federated Hermes
278
Federated Hermes
Pennsylvania
$21.3K +$21.3K +129 New
Carson Wealth (CWM LLC)
279
Carson Wealth (CWM LLC)
Nebraska
$20K -$167 -1 -0.8%
CIBC Private Wealth Group
280
CIBC Private Wealth Group
Georgia
$18K -$2.31K -14 -11%
AAS
281
Ameritas Advisory Services
Nebraska
$17.3K +$17.3K +105 New
AGWCA
282
Annis Gardner Whiting Capital Advisors
Florida
$17K +$17K +103 New
SWM
283
Spire Wealth Management
Virginia
$16.8K
CAM
284
Costello Asset Management
Pennsylvania
$16.5K
KFI
285
Key Financial Inc
Pennsylvania
$16.5K
MSG
286
Main Street Group
Virginia
$15.4K -$165 -1 -1%
TPWA
287
Twin Peaks Wealth Advisors
California
$15.2K +$15.2K +83 New
LFG
288
Larson Financial Group
Missouri
$15K -$1.49K -9 -9%
SS
289
SBI Securities
Japan
$14K
Northwestern Mutual Wealth Management
290
Northwestern Mutual Wealth Management
Wisconsin
$12.9K +$12.7K +77 +7,700%
RA
291
Rise Advisors
New York
$12K
BOJHT
292
Bank of Jackson Hole Trust
Wyoming
$11.6K
EPAM
293
Evelyn Partners Asset Management
$10.7K +$10.7K +65 New
GIA
294
GHP Investment Advisors
Colorado
$10.6K
RIL
295
Rothschild Investment LLC
Illinois
$10.6K +$2.64K +16 +33%
IA
296
IFP Advisors
Florida
$10.4K +$4.16K +6 +67%
WT
297
Whittier Trust
California
$9.74K
SCM
298
Sterling Capital Management
North Carolina
$9.24K +$5.28K +32 +133%
MPWT
299
MassMutual Private Wealth & Trust
Connecticut
$8.75K -$6.77K -41 -44%
JEST
300
JTC Employer Solutions Trustee
Jersey
$8K