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PJT Partners

405 hedge funds and large institutions have $3.45B invested in PJT Partners in 2025 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 119 increasing their positions, 138 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

less ownership

Funds ownership:

7% less capital invested

Capital invested by funds: $3.72B → $3.45B (-$265M)

14% less repeat investments, than reductions

Existing positions increased: 119 | Existing positions reduced: 138

72% less call options, than puts

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

Holders
405
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$2.78M
Puts
$9.81M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PWMG
326
Private Wealth Management Group
New Jersey
$7.08K
W
327
WealthCollab
Washington
$6.86K
WWM
328
Wolff Wiese Magana
California
$6.86K
LWANC
329
Laurel Wealth Advisors (North Carolina)
North Carolina
$6.19K
TIM
330
Thompson Investment Management
Wisconsin
$6.19K
LI
331
LRI Investments
Florida
$6.18K
BIA
332
Bell Investment Advisors
California
$5.68K
CWP
333
Concord Wealth Partners
Virginia
$5.35K
MAM
334
Morse Asset Management
Connecticut
$5.02K
CLOS
335
Compagnie Lombard Odier SCmA
Switzerland
$5.02K
Optiver Holding
336
Optiver Holding
Netherlands
$4.85K
JWA
337
JFS Wealth Advisors
Pennsylvania
$4.85K
KFG
338
Kingdom Financial Group
Arizona
$4.85K
CSPIA
339
Cary Street Partners Investment Advisory
Virginia
$4.35K
HCM
340
Hollencrest Capital Management
California
$4.18K
AIM
341
Anchor Investment Management
South Carolina
$4.18K
GGI
342
Godsey & Gibb Inc
Virginia
$4.18K
BBPWM
343
Blue Bell Private Wealth Management
Pennsylvania
$4.18K
EWM
344
Evolution Wealth Management
Florida
$4.18K
CFO
345
CVA Family Office
Colorado
$4.01K
KFAS
346
Keating Financial Advisory Services
Kansas
$3.85K
FNWA
347
Financial Network Wealth Advisors
Utah
$3.69K
MA
348
Montag & Associates
Georgia
$3.68K
BCM
349
Boreal Capital Management
Florida
$3.34K
PFBT
350
Parkside Financial Bank & Trust
Missouri
$3.18K