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PJT Partners

391 hedge funds and large institutions have $2.91B invested in PJT Partners in 2025 Q1 according to their latest regulatory filings, with 74 funds opening new positions, 122 increasing their positions, 114 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

3,677% more call options, than puts

Call options by funds: $10.4M | Put options by funds: $276K

155% more first-time investments, than exits

New positions opened: 74 | Existing positions closed: 29

13% more funds holding

Funds holding: 347391 (+44)

1.75% more ownership

Funds ownership: 87.03%88.78% (+1.8%)

7% more repeat investments, than reductions

Existing positions increased: 122 | Existing positions reduced: 114

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 (-$341M)

Holders
391
Holders Change
+44
Holders Change %
+12.68%
% of All Funds
5.24%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
74
Increased
122
Reduced
114
Closed
29
Calls
$10.4M
Puts
$276K
Net Calls
+$10.1M
Net Calls Change
+$4.02M
Name Holding Trade Value Shares
Change
Change in
Stake
BAMF
276
BI Asset Management Fondsmaeglerselskab
Denmark
$45K +$51.3K +326 New
CCM
277
Coldstream Capital Management
Washington
$43.6K +$49.7K +316 New
OWA
278
Opal Wealth Advisors
New York
$38.6K +$44K +280 New
S
279
SignatureFD
Georgia
$34.5K +$3.15K +20 +9%
PS
280
Principal Securities
Iowa
$31.4K
WT
281
Washington Trust
Rhode Island
$30.3K -$12.6K -80 -27%
VCM
282
Versant Capital Management
Arizona
$29.8K +$34K +216 New
CWC
283
Carolinas Wealth Consulting
North Carolina
$29.2K
CA
284
Clearstead Advisors
Ohio
$29K -$8.18K -52 -20%
LC
285
Lindbrook Capital
California
$26.3K +$157 +1 +0.5%
CTC
286
Central Trust Company
Missouri
$24.1K
C
287
Covestor
United Kingdom
$24K +$26K +165 +1,650%
NS
288
NBC Securities
Alabama
$24K +$28.3K +180 New
CIAM
289
Caitong International Asset Management
Hong Kong
$23.3K -$2.2K -14 -8%
Mitsubishi UFJ Asset Management
290
Mitsubishi UFJ Asset Management
Japan
$22.3K
SPIA
291
Steward Partners Investment Advisory
New York
$20.3K -$2.36K -15 -9%
AF
292
Allworth Financial
California
$18.8K +$157 +1 +0.7%
HCP
293
Hexagon Capital Partners
Arkansas
$18.1K +$315 +2 +2%
Carson Wealth (CWM LLC)
294
Carson Wealth (CWM LLC)
Nebraska
$17K +$3.3K +21 +21%
Fifth Third Bancorp
295
Fifth Third Bancorp
Ohio
$16.7K +$13.4K +85 +236%
CIBC Private Wealth Group
296
CIBC Private Wealth Group
Georgia
$15.4K -$24.1K -153 -55%
SWM
297
Spire Wealth Management
Virginia
$14.1K
LFG
298
Larson Financial Group
Missouri
$13.8K -$315 -2 -2%
KFI
299
Key Financial Inc
Pennsylvania
$13.8K
CAM
300
Costello Asset Management
Pennsylvania
$13.8K +$15.7K +100 New

PJT Hedge Fund Activity: Q1 2025 in Review

391 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in PJT Partners (PJT) for Q1 2025, worth a combined $2.91B — down 10% from $3.25B a quarter earlier.

Buyers outnumbered sellers: 74 funds opened new PJT positions and 29 closed out — a net gain of 45 holders — while 122 added to existing stakes and 114 trimmed.

The largest buyer was Capital Research Global Investors, opening a new position worth an estimated $19M. The largest seller was Wellington Management Group, cutting an estimated $40.3M.

  • 391 institutional investors held PJT Partners (PJT) as of Q1 2025, up from 347 in Q4 2024.
  • Funds reported $2.91B of PJT Partners stock for Q1 2025, down 10% quarter-over-quarter.
  • 74 funds opened new PJT Partners positions in Q1 2025 and 29 closed out, a net change of +45 holders.
  • The largest PJT Partners buyer in Q1 2025 was Capital Research Global Investors, an estimated $19M added.
  • The largest PJT Partners seller in Q1 2025 was Wellington Management Group, an estimated $40.3M sold.

Based on aggregated 13F filings for Q1 2025.