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PJT Partners

410 hedge funds and large institutions have $3.46B invested in PJT Partners in 2025 Q4 according to their latest regulatory filings, with 62 funds opening new positions, 119 increasing their positions, 140 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

55% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 40

4% more funds holding

Funds holding: 394410 (+16)

1.17% less ownership

Funds ownership: 86.18%85.02% (-1.2%)

7% less capital invested

Capital invested by funds: $3.72B → $3.46B (-$267M)

15% less repeat investments, than reductions

Existing positions increased: 119 | Existing positions reduced: 140

72% less call options, than puts

Call options by funds: $2.78M | Put options by funds: $9.81M

Holders
410
Holders Change
+16
Holders Change %
+4.06%
% of All Funds
4.99%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.02%
New
62
Increased
119
Reduced
140
Closed
40
Calls
$2.78M
Puts
$9.81M
Net Calls
-$7.04M
Net Calls Change
-$8.09M
Name Holding Trade Value Shares
Change
Change in
Stake
SIS
326
Sound Income Strategies
Florida
$8.48K +$7.7K +45 New
Fifth Third Bancorp
327
Fifth Third Bancorp
Ohio
$8.36K -$171 -1 -2%
JEST
328
JTC Employer Solutions Trustee
Jersey
$8K
PWMG
329
Private Wealth Management Group
New Jersey
$7.08K
W
330
WealthCollab
Washington
$6.86K
WWM
331
Wolff Wiese Magana
California
$6.86K
LWANC
332
Laurel Wealth Advisors (North Carolina)
North Carolina
$6.19K +$6.33K +37 New
TIM
333
Thompson Investment Management
Wisconsin
$6.19K
LI
334
LRI Investments
Florida
$6.18K
BIA
335
Bell Investment Advisors
California
$5.68K
CWP
336
Concord Wealth Partners
Virginia
$5.35K
MAM
337
Morse Asset Management
Connecticut
$5.02K -$69.3K -405 -93%
CLOS
338
Compagnie Lombard Odier SCmA
Switzerland
$5.02K
Optiver Holding
339
Optiver Holding
Netherlands
$4.85K -$9.92K -58 -67%
JWA
340
JFS Wealth Advisors
Pennsylvania
$4.85K +$684 +4 +16%
KFG
341
Kingdom Financial Group
Arizona
$4.85K +$4.96K +29 New
CSPIA
342
Cary Street Partners Investment Advisory
Virginia
$4.35K -$1.03K -6 -19%
AIM
343
Anchor Investment Management
South Carolina
$4.18K
GGI
344
Godsey & Gibb Inc
Virginia
$4.18K
HCM
345
Hollencrest Capital Management
California
$4.18K
BBPWM
346
Blue Bell Private Wealth Management
Pennsylvania
$4.18K +$2.05K +12 +92%
EWM
347
Evolution Wealth Management
Florida
$4.18K +$4.28K +25 New
CFO
348
CVA Family Office
Colorado
$4.01K
KFAS
349
Keating Financial Advisory Services
Kansas
$3.85K +$3.93K +23 New
FNWA
350
Financial Network Wealth Advisors
Utah
$3.69K