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PJT Partners

371 hedge funds and large institutions have $3.41B invested in PJT Partners in 2025 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 139 increasing their positions, 110 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
371
Holders Change
-14
Holders Change %
-3.64%
% of All Funds
4.97%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
46
Increased
139
Reduced
110
Closed
52
Calls
$6.42M
Puts
$16K
Net Calls
+$6.4M
Net Calls Change
-$3.75M
Name Holding Trade Value Shares
Change
Shares
Change %
PFBT
326
Parkside Financial Bank & Trust
Missouri
$3.14K +$1.16K +7 +58%
GWM
327
Geneos Wealth Management
Colorado
$2.97K -$3.96K -24 -57%
GSWM
328
Golden State Wealth Management
California
$2.97K
AAP
329
Arax Advisory Partners
Colorado
$2.64K +$1.98K +12 +300%
FMII
330
Farmers & Merchants Investments Inc
Nebraska
$2.15K
FDCDDQ
331
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.15K
HI
332
Harbour Investments
Wisconsin
$2.15K
BBPWM
333
Blue Bell Private Wealth Management
Pennsylvania
$2.15K
EPIME
334
Evelyn Partners Investment Management (Europe)
$2.14K
DI
335
DAGCO Inc
Ohio
$1.98K
PWA
336
Physician Wealth Advisors
Utah
$1.82K +$330 +2 +22%
MEG
337
Millstone Evans Group
Colorado
$1.82K
CA
338
CoreCap Advisors
Michigan
$1.82K
TWD
339
True Wealth Design
Ohio
$1.32K
CFD
340
Creative Financial Designs
Indiana
$1.32K
SC
341
Swan Capital
Florida
$1.32K +$1.32K +8 New
AAG
342
Accordant Advisory Group
Maryland
$1.16K
WW
343
Winnow Wealth
Texas
$1.16K +$1.16K +7 New
CIA
344
Cape Investment Advisory
Georgia
$1.16K -$6.44K -39 -85%
SS
345
Sunbelt Securities
Texas
$1.11K -$11.8K -75 -91%
CAL
346
Capital Analysts LLC
Pennsylvania
$1K
HFS
347
Hantz Financial Services
Michigan
$1K +$200 +1 +25%
TSMHT
348
Thurston Springer Miller Herd & Titak
Indiana
$990
MCM
349
Manchester Capital Management
Vermont
$826
KG
350
Kilter Group
New York
$826 +$826 +5 New