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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
ETS
276
ESL Trust Services
New York
$52.4K
S
277
SignatureFD
Georgia
$50.9K
CCWM
278
Cassaday & Co Wealth Management
Virginia
$49.9K
Carson Wealth (CWM LLC)
279
Carson Wealth (CWM LLC)
Nebraska
$49.2K
AF
280
Allworth Financial
California
$39.4K
OWA
281
Opal Wealth Advisors
New York
$37.4K
NS
282
NBC Securities
Alabama
$25.1K
Mitsubishi UFJ Asset Management
283
Mitsubishi UFJ Asset Management
Japan
$22.6K
Northwestern Mutual Wealth Management
284
Northwestern Mutual Wealth Management
Wisconsin
$22.4K
VSQM
285
V-Square Quantitative Management
Illinois
$22.1K
SIC
286
SJS Investment Consulting
Ohio
$21.9K
SCM
287
Sterling Capital Management
North Carolina
$20.8K
PAI
288
Pittenger & Anderson Inc
Nebraska
$19.6K
CA
289
Crewe Advisors
Utah
$19.3K
VCM
290
Versant Capital Management
Arizona
$18.9K
PWPS
291
Pinnacle Wealth Planning Services
Ohio
$18.3K
HFM
292
Harvest Fund Management
China
$17K
EWA
293
EverSource Wealth Advisors
Alabama
$16.1K
MPWT
294
MassMutual Private Wealth & Trust
Connecticut
$15.8K
KAS
295
Kemnay Advisory Services
New York
$15.5K
UB
296
UMB Bank
Missouri
$14.9K
RF
297
Rossby Financial
Florida
$14.8K
CAM
298
Costello Asset Management
Pennsylvania
$14K
KFI
299
Key Financial Inc
Pennsylvania
$14K
SPIA
300
Steward Partners Investment Advisory
New York
$13.6K