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PJT Partners

385 hedge funds and large institutions have $2.91B invested in PJT Partners in 2025 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 119 increasing their positions, 111 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more ownership

Funds ownership:

7% more repeat investments, than reductions

Existing positions increased: 119 | Existing positions reduced: 111

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 (-$340M)

Holders
385
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$10.4M
Puts
$276K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HCM
326
Hollencrest Capital Management
California
$3.45K
GGI
327
Godsey & Gibb Inc
Virginia
$3.45K
RF
328
Rossby Financial
Florida
$3.37K
SCM
329
Sterling Capital Management
North Carolina
$3.31K
CFO
330
CVA Family Office
Colorado
$3.31K
FNWA
331
Financial Network Wealth Advisors
Utah
$3.04K
MA
332
Montag & Associates
Georgia
$3.03K
JWA
333
JFS Wealth Advisors
Pennsylvania
$3.03K
TIM
334
Tortoise Investment Management
New York
$3.03K
IA
335
IFP Advisors
Florida
$2.62K
GSWM
336
Golden State Wealth Management
California
$2.48K
EPIME
337
Evelyn Partners Investment Management (Europe)
$1.8K
FDCDDQ
338
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.79K
HI
339
Harbour Investments
Wisconsin
$1.79K
FMII
340
Farmers & Merchants Investments Inc
Nebraska
$1.79K
BBPWM
341
Blue Bell Private Wealth Management
Pennsylvania
$1.79K
PFBT
342
Parkside Financial Bank & Trust
Missouri
$1.66K
DI
343
DAGCO Inc
Ohio
$1.66K
CA
344
CoreCap Advisors
Michigan
$1.52K
TIM
345
Thompson Investment Management
Wisconsin
$1.52K
MEG
346
Millstone Evans Group
Colorado
$1.52K
BFS
347
Bare Financial Services
Pennsylvania
$1.52K
RMP
348
Richards, Merrill & Peterson
Washington
$1.38K
PWA
349
Physician Wealth Advisors
Utah
$1.24K
TWD
350
True Wealth Design
Ohio
$1.1K