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PJT Partners

371 hedge funds and large institutions have $3.41B invested in PJT Partners in 2025 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 139 increasing their positions, 110 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
371
Holders Change
-14
Holders Change %
-3.64%
% of All Funds
4.97%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
46
Increased
139
Reduced
110
Closed
52
Calls
$6.42M
Puts
$16K
Net Calls
+$6.4M
Net Calls Change
-$3.75M
Name Holding Trade Value Shares
Change
Shares
Change %
AssetMark Inc
301
AssetMark Inc
California
$7.92K
PWMG
302
Private Wealth Management Group
New Jersey
$6.97K
BFS
303
Bare Financial Services
Pennsylvania
$6.93K +$5.12K +31 +282%
WWM
304
Wolff Wiese Magana
California
$6.77K
W
305
WealthCollab
Washington
$6.77K
Optiver Holding
306
Optiver Holding
Netherlands
$6.6K -$3.96K -24 -38%
TIM
307
Thompson Investment Management
Wisconsin
$6.11K +$4.29K +26 +236%
Fifth Third Bancorp
308
Fifth Third Bancorp
Ohio
$5.94K -$14K -85 -70%
BIA
309
Bell Investment Advisors
California
$5.61K
CWP
310
Concord Wealth Partners
Virginia
$5.28K
LI
311
LRI Investments
Florida
$5.15K
HWM
312
Hemington Wealth Management
Virginia
$5K +$294 +2 +6%
Simplex Trading
313
Simplex Trading
Illinois
$5K +$3.29K +23 +192%
CLOS
314
Compagnie Lombard Odier SCmA
Switzerland
$4.95K
CSPIA
315
Cary Street Partners Investment Advisory
Virginia
$4.29K +$3.96K +24 +1,200%
GGI
316
Godsey & Gibb Inc
Virginia
$4.13K
JWA
317
JFS Wealth Advisors
Pennsylvania
$4.13K +$495 +3 +14%
RF
318
Rossby Financial
Florida
$4.13K
HCM
319
Hollencrest Capital Management
California
$4.13K
AIM
320
Anchor Investment Management
South Carolina
$4.13K
TIM
321
Tortoise Investment Management
New York
$4.13K +$495 +3 +14%
BIG
322
Brooklyn Investment Group
New York
$3.96K -$4.79K -29 -55%
CFO
323
CVA Family Office
Colorado
$3.96K
FNWA
324
Financial Network Wealth Advisors
Utah
$3.64K
MA
325
Montag & Associates
Georgia
$3.63K