PJT icon

PJT Partners

399 hedge funds and large institutions have $2.9B invested in PJT Partners in 2026 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 135 increasing their positions, 118 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more ownership

Funds ownership:

less first-time investments, than exits

New positions opened: | Existing positions closed:

less funds holding

Funds holding:

16% less capital invested

Capital invested by funds: $3.46B → $2.9B (-$562M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

62% less call options, than puts

Call options by funds: $3.09M | Put options by funds: $8.05M

Holders
399
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
$3.09M
Puts
$8.05M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
W
326
WealthCollab
Washington
$5.73K
WWM
327
Wolff Wiese Magana
California
$5.73K
IA
328
IFP Advisors
Florida
$5.31K
TIM
329
Thompson Investment Management
Wisconsin
$5.17K
KFAS
330
Keating Financial Advisory Services
Kansas
$5.03K
BIA
331
Bell Investment Advisors
California
$4.75K
ZBNA
332
Zions Bancorporation, National Association
Utah
$4.75K
CSPIA
333
Cary Street Partners Investment Advisory
Virginia
$4.33K
DWP
334
Destiny Wealth Partners
Florida
$4.33K
CLOS
335
Compagnie Lombard Odier SCmA
Switzerland
$4.19K
JWA
336
JFS Wealth Advisors
Pennsylvania
$4.05K
KFG
337
Kingdom Financial Group
Arizona
$4.05K
LAS
338
Lloyd Advisory Services
Georgia
$4.05K
BBPWM
339
Blue Bell Private Wealth Management
Pennsylvania
$3.49K
GGI
340
Godsey & Gibb Inc
Virginia
$3.49K
AIM
341
Anchor Investment Management
South Carolina
$3.49K
HCM
342
Hollencrest Capital Management
California
$3.49K
EWM
343
Evolution Wealth Management
Florida
$3.49K
FNWA
344
Financial Network Wealth Advisors
Utah
$3.09K
MA
345
Montag & Associates
Georgia
$3.07K
WWM
346
Western Wealth Management
Colorado
$2.95K
BFS
347
Bare Financial Services
Pennsylvania
$2.93K
OCWP
348
Owl Creek Wealth Partners
Colorado
$2.79K
BCM
349
Boreal Capital Management
Florida
$2.79K
JWM
350
JPL Wealth Management
Colorado
$2.65K