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PJT Partners

405 hedge funds and large institutions have $3.45B invested in PJT Partners in 2025 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 119 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 (-$265M)

14% less repeat investments, than reductions

Existing positions increased: 119 | Existing positions reduced: 138

72% less call options, than puts

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

Holders
405
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
CAM
301
Costello Asset Management
Pennsylvania
$16.7K
KFI
302
Key Financial Inc
Pennsylvania
$16.7K
AGWCA
303
Annis Gardner Whiting Capital Advisors
Florida
$16.7K
EWA
304
EverSource Wealth Advisors
Alabama
$15.7K
CIBC Private Wealth Group
305
CIBC Private Wealth Group
Georgia
$15.1K
LFG
306
Larson Financial Group
Missouri
$14.9K
SS
307
Sunbelt Securities
Texas
$13.7K
IAIM
308
International Assets Investment Management
Florida
$12.7K
SS
309
SBI Securities
Japan
$12.5K
BOJHT
310
Bank of Jackson Hole Trust
Wyoming
$11.7K
HFS
311
Hantz Financial Services
Michigan
$11K
EPAM
312
Evelyn Partners Asset Management
$10.9K
WT
313
Whittier Trust
California
$10.7K
GIA
314
GHP Investment Advisors
Colorado
$10.7K
GCM
315
Gunpowder Capital Management
Maryland
$10.4K
IA
316
IFP Advisors
Florida
$9.7K
CA
317
Clearstead Advisors
Ohio
$9.53K
RFP
318
Root Financial Partners
California
$9.36K
AssetMark Inc
319
AssetMark Inc
California
$9.03K
RIL
320
Rothschild Investment LLC
Illinois
$9.03K
MPWT
321
MassMutual Private Wealth & Trust
Connecticut
$8.86K
BFS
322
Bare Financial Services
Pennsylvania
$8.86K
SIS
323
Sound Income Strategies
Florida
$8.48K
Fifth Third Bancorp
324
Fifth Third Bancorp
Ohio
$8.36K
JEST
325
JTC Employer Solutions Trustee
Jersey
$8K