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PJT Partners

401 hedge funds and large institutions have $3.45B invested in PJT Partners in 2025 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 118 increasing their positions, 138 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

less ownership

Funds ownership:

7% less capital invested

Capital invested by funds: $3.72B → $3.45B (-$271M)

14% less repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 138

72% less call options, than puts

Call options by funds: $2.78M | Put options by funds: $9.81M

Holders
401
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$2.78M
Puts
$9.81M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EWA
301
EverSource Wealth Advisors
Alabama
$15.7K
CIBC Private Wealth Group
302
CIBC Private Wealth Group
Georgia
$15.1K
LFG
303
Larson Financial Group
Missouri
$14.9K
SS
304
Sunbelt Securities
Texas
$13.7K
IAIM
305
International Assets Investment Management
Florida
$12.7K
SS
306
SBI Securities
Japan
$12.5K
BOJHT
307
Bank of Jackson Hole Trust
Wyoming
$11.7K
HFS
308
Hantz Financial Services
Michigan
$11K
EPAM
309
Evelyn Partners Asset Management
$10.9K
WT
310
Whittier Trust
California
$10.7K
GIA
311
GHP Investment Advisors
Colorado
$10.7K
IA
312
IFP Advisors
Florida
$9.7K
CA
313
Clearstead Advisors
Ohio
$9.53K
RFP
314
Root Financial Partners
California
$9.36K
AssetMark Inc
315
AssetMark Inc
California
$9.03K
RIL
316
Rothschild Investment LLC
Illinois
$9.03K
MPWT
317
MassMutual Private Wealth & Trust
Connecticut
$8.86K
BFS
318
Bare Financial Services
Pennsylvania
$8.86K
SIS
319
Sound Income Strategies
Florida
$8.48K
Fifth Third Bancorp
320
Fifth Third Bancorp
Ohio
$8.36K
JEST
321
JTC Employer Solutions Trustee
Jersey
$8K
PWMG
322
Private Wealth Management Group
New Jersey
$7.08K
WWM
323
Wolff Wiese Magana
California
$6.86K
W
324
WealthCollab
Washington
$6.86K
LWANC
325
Laurel Wealth Advisors (North Carolina)
North Carolina
$6.19K