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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
UB
301
UMB Bank
Missouri
$13.2K +$4.41K +28 +41%
VBA
302
von Borstel & Associates
Oregon
$13K +$15.1K +96 New
MPWT
303
MassMutual Private Wealth & Trust
Connecticut
$13K +$7.24K +46 +96%
MSG
304
Main Street Group
Virginia
$12.9K
EWA
305
EverSource Wealth Advisors
Alabama
$11.9K +$1.57K +10 +13%
SS
306
SBI Securities
Japan
$11.7K +$11.2K +71 +507%
SS
307
Sunbelt Securities
Texas
$11.3K +$11.8K +75 +1,071%
Jones Financial Companies
308
Jones Financial Companies
Missouri
$11.2K
BOJHT
309
Bank of Jackson Hole Trust
Wyoming
$11.1K
RA
310
Rise Advisors
New York
$10.1K +$11.5K +73 New
EPAM
311
Evelyn Partners Asset Management
$8.96K
GIA
312
GHP Investment Advisors
Colorado
$8.82K
Optiver Holding
313
Optiver Holding
Netherlands
$8.82K +$10.1K +64 New
WT
314
Whittier Trust
California
$8.13K
BIG
315
Brooklyn Investment Group
New York
$7.31K +$8.02K +51 +2,550%
AssetMark Inc
316
AssetMark Inc
California
$6.62K -$5.03K -32 -40%
RIL
317
Rothschild Investment LLC
Illinois
$6.62K +$2.04K +13 +37%
CIA
318
Cape Investment Advisory
Georgia
$6.34K
JEST
319
JTC Employer Solutions Trustee
Jersey
$6K
PWMG
320
Private Wealth Management Group
New Jersey
$5.82K
GWM
321
Geneos Wealth Management
Colorado
$5.79K +$3.77K +24 +133%
W
322
WealthCollab
Washington
$5.65K
WWM
323
Wolff Wiese Magana
California
$5.65K
LWANC
324
Laurel Wealth Advisors (North Carolina)
North Carolina
$5.1K
BIA
325
Bell Investment Advisors
California
$4.69K

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.