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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
TIM
326
Thompson Investment Management
Wisconsin
$6.19K
LI
327
LRI Investments
Florida
$6.18K
BIA
328
Bell Investment Advisors
California
$5.68K
CIAM
329
Caitong International Asset Management
Hong Kong
$5.52K
CWP
330
Concord Wealth Partners
Virginia
$5.35K
MAM
331
Morse Asset Management
Connecticut
$5.02K
CLOS
332
Compagnie Lombard Odier SCmA
Switzerland
$5.02K
Optiver Holding
333
Optiver Holding
Netherlands
$4.85K
JWA
334
JFS Wealth Advisors
Pennsylvania
$4.85K
KFG
335
Kingdom Financial Group
Arizona
$4.85K
CSPIA
336
Cary Street Partners Investment Advisory
Virginia
$4.35K
AIM
337
Anchor Investment Management
South Carolina
$4.18K
HCM
338
Hollencrest Capital Management
California
$4.18K
GGI
339
Godsey & Gibb Inc
Virginia
$4.18K
BBPWM
340
Blue Bell Private Wealth Management
Pennsylvania
$4.18K
EWM
341
Evolution Wealth Management
Florida
$4.18K
CFO
342
CVA Family Office
Colorado
$4.01K
KFAS
343
Keating Financial Advisory Services
Kansas
$3.85K
FNWA
344
Financial Network Wealth Advisors
Utah
$3.69K
MA
345
Montag & Associates
Georgia
$3.68K
BCM
346
Boreal Capital Management
Florida
$3.34K
PFBT
347
Parkside Financial Bank & Trust
Missouri
$3.18K
GWM
348
Geneos Wealth Management
Colorado
$3.01K
ZBNA
349
Zions Bancorporation, National Association
Utah
$3.01K
TFA
350
Transamerica Financial Advisors
Florida
$2.67K