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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
Holders
385
Holders Change
+44
Holders Change %
+12.9%
% of All Funds
5.23%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
77
Increased
119
Reduced
111
Closed
30
Calls
$10.4M
Puts
$276K
Net Calls
+$10.1M
Net Calls Change
+$4.02M
Name Holding Trade Value Shares
Change
Shares
Change %
AIM
326
Anchor Investment Management
South Carolina
$3.45K
HCM
327
Hollencrest Capital Management
California
$3.45K
RF
328
Rossby Financial
Florida
$3.37K +$3.37K +25 New
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 +$2.49K +18 +450%
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 +$2.33K +8 +800%
GSWM
336
Golden State Wealth Management
California
$2.48K +$2.48K +18 New
EPIME
337
Evelyn Partners Investment Management (Europe)
$1.8K +$1.8K +13 New
FMII
338
Farmers & Merchants Investments Inc
Nebraska
$1.79K
FDCDDQ
339
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.79K
HI
340
Harbour Investments
Wisconsin
$1.79K
BBPWM
341
Blue Bell Private Wealth Management
Pennsylvania
$1.79K
PFBT
342
Parkside Financial Bank & Trust
Missouri
$1.66K +$1.38K +10 +500%
DI
343
DAGCO Inc
Ohio
$1.66K +$1.66K +12 New
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 +$1.52K +11 New
RMP
348
Richards, Merrill & Peterson
Washington
$1.38K
PWA
349
Physician Wealth Advisors
Utah
$1.24K +$1.24K +9 New
TWD
350
True Wealth Design
Ohio
$1.1K +$1.1K +8 New