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PJT Partners

385 hedge funds and large institutions have $2.91B invested in PJT Partners in 2025 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 119 increasing their positions, 111 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more ownership

Funds ownership:

7% more repeat investments, than reductions

Existing positions increased: 119 | Existing positions reduced: 111

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

10% less capital invested

Capital invested by funds: $3.25B → $2.91B (-$340M)

Holders
385
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
$10.4M
Puts
$276K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WT
276
Washington Trust
Rhode Island
$30.3K
VCM
277
Versant Capital Management
Arizona
$29.8K
CWC
278
Carolinas Wealth Consulting
North Carolina
$29.2K
CA
279
Clearstead Advisors
Ohio
$29K
LC
280
Lindbrook Capital
California
$26.3K
CTC
281
Central Trust Company
Missouri
$24.1K
C
282
Covestor
United Kingdom
$24K
NS
283
NBC Securities
Alabama
$24K
CIAM
284
Caitong International Asset Management
Hong Kong
$23.3K
Mitsubishi UFJ Asset Management
285
Mitsubishi UFJ Asset Management
Japan
$22.3K
SPIA
286
Steward Partners Investment Advisory
New York
$20.3K
AF
287
Allworth Financial
California
$18.8K
HCP
288
Hexagon Capital Partners
Arkansas
$18.1K
Carson Wealth (CWM LLC)
289
Carson Wealth (CWM LLC)
Nebraska
$17K
Fifth Third Bancorp
290
Fifth Third Bancorp
Ohio
$16.7K
CIBC Private Wealth Group
291
CIBC Private Wealth Group
Georgia
$15.4K
SWM
292
Spire Wealth Management
Virginia
$14.1K
LFG
293
Larson Financial Group
Missouri
$13.8K
KFI
294
Key Financial Inc
Pennsylvania
$13.8K
CAM
295
Costello Asset Management
Pennsylvania
$13.8K
UB
296
UMB Bank
Missouri
$13.2K
VBA
297
von Borstel & Associates
Oregon
$13K
MPWT
298
MassMutual Private Wealth & Trust
Connecticut
$13K
MSG
299
Main Street Group
Virginia
$12.9K
EWA
300
EverSource Wealth Advisors
Alabama
$11.9K