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PJT Partners

410 hedge funds and large institutions have $3.46B invested in PJT Partners in 2025 Q4 according to their latest regulatory filings, with 62 funds opening new positions, 119 increasing their positions, 140 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

55% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 40

4% more funds holding

Funds holding: 394410 (+16)

1.17% less ownership

Funds ownership: 86.18%85.02% (-1.2%)

7% less capital invested

Capital invested by funds: $3.72B → $3.46B (-$267M)

15% less repeat investments, than reductions

Existing positions increased: 119 | Existing positions reduced: 140

72% less call options, than puts

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

Holders
410
Holders Change
+16
Holders Change %
+4.06%
% of All Funds
4.99%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.02%
New
62
Increased
119
Reduced
140
Closed
40
Calls
$2.78M
Puts
$9.81M
Net Calls
-$7.04M
Net Calls Change
-$8.09M
Name Holding Trade Value Shares
Change
Change in
Stake
QL
301
Quarry LP
New York
$17.6K +$18K +105 New
RF
302
Rossby Financial
Florida
$17.2K +$7.53K +44 +75%
CAM
303
Costello Asset Management
Pennsylvania
$16.7K
DB
304
Danske Bank
Denmark
$16.7K
KFI
305
Key Financial Inc
Pennsylvania
$16.7K
AGWCA
306
Annis Gardner Whiting Capital Advisors
Florida
$16.7K +$15.1K +88 +733%
EWA
307
EverSource Wealth Advisors
Alabama
$15.7K -$5.64K -33 -26%
CIBC Private Wealth Group
308
CIBC Private Wealth Group
Georgia
$15.1K -$7.7K -45 -33%
LFG
309
Larson Financial Group
Missouri
$14.9K
SS
310
Sunbelt Securities
Texas
$13.7K
IAIM
311
International Assets Investment Management
Florida
$12.7K +$13K +76 New
SS
312
SBI Securities
Japan
$12.5K -$1.71K -10 -12%
BOJHT
313
Bank of Jackson Hole Trust
Wyoming
$11.7K
HFS
314
Hantz Financial Services
Michigan
$11K +$10.3K +60 +750%
EPAM
315
Evelyn Partners Asset Management
$10.9K
WT
316
Whittier Trust
California
$10.7K
GIA
317
GHP Investment Advisors
Colorado
$10.7K
GCM
318
Gunpowder Capital Management
Maryland
$10.4K +$10.6K +62 New
IA
319
IFP Advisors
Florida
$9.7K -$3.08K -18 -24%
CA
320
Clearstead Advisors
Ohio
$9.53K +$2.05K +12 +27%
RFP
321
Root Financial Partners
California
$9.36K +$1.03K +6 +12%
AssetMark Inc
322
AssetMark Inc
California
$9.03K -$513 -3 -5%
RIL
323
Rothschild Investment LLC
Illinois
$9.03K
MPWT
324
MassMutual Private Wealth & Trust
Connecticut
$8.86K
BFS
325
Bare Financial Services
Pennsylvania
$8.86K +$1.88K +11 +26%