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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
CWP
326
Concord Wealth Partners
Virginia
$4.41K
LI
327
LRI Investments
Florida
$4.3K +$944 +6 +24%
CLOS
328
Compagnie Lombard Odier SCmA
Switzerland
$4.14K
HWM
329
Hemington Wealth Management
Virginia
$4K +$2.99K +19 +146%
AS
330
Altshuler Shaham
Israel
$3.58K +$4.09K +26 New
AIM
331
Anchor Investment Management
South Carolina
$3.45K
GGI
332
Godsey & Gibb Inc
Virginia
$3.45K
HCM
333
Hollencrest Capital Management
California
$3.45K
RF
334
Rossby Financial
Florida
$3.37K +$3.93K +25 New
CFO
335
CVA Family Office
Colorado
$3.31K
SCM
336
Sterling Capital Management
North Carolina
$3.31K
FNWA
337
Financial Network Wealth Advisors
Utah
$3.04K +$2.83K +18 +450%
JWA
338
JFS Wealth Advisors
Pennsylvania
$3.03K
MA
339
Montag & Associates
Georgia
$3.03K
TIM
340
Tortoise Investment Management
New York
$3.03K
IA
341
IFP Advisors
Florida
$2.62K +$1.26K +8 +800%
GSWM
342
Golden State Wealth Management
California
$2.48K +$2.83K +18 New
BBPWM
343
Blue Bell Private Wealth Management
Pennsylvania
$1.79K
EPIME
344
Evelyn Partners Investment Management (Europe)
$1.79K
FMII
345
Farmers & Merchants Investments Inc
Nebraska
$1.79K
FDCDDQ
346
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.79K
HI
347
Harbour Investments
Wisconsin
$1.79K
PFBT
348
Parkside Financial Bank & Trust
Missouri
$1.66K +$1.57K +10 +500%
DI
349
DAGCO Inc
Ohio
$1.66K +$1.89K +12 New
CA
350
CoreCap Advisors
Michigan
$1.52K

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.