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PJT Partners

401 hedge funds and large institutions have $3.45B invested in PJT Partners in 2025 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 118 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 (-$271M)

14% less repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 138

72% less call options, than puts

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

Holders
401
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
HI
351
Harbour Investments
Wisconsin
$2.34K
FHA
352
Flagship Harbor Advisors
Massachusetts
$2.34K
EPIME
353
Evelyn Partners Investment Management (Europe)
$2.17K
FMII
354
Farmers & Merchants Investments Inc
Nebraska
$2.17K
BBHC
355
Brown Brothers Harriman & Co
New York
$2.17K
Northwestern Mutual Wealth Management
356
Northwestern Mutual Wealth Management
Wisconsin
$2.17K
DI
357
DAGCO Inc
Ohio
$2.01K
PWA
358
Physician Wealth Advisors
Utah
$1.84K
SAG
359
SageView Advisory Group
California
$1.84K
CA
360
CoreCap Advisors
Michigan
$1.84K
MEG
361
Millstone Evans Group
Colorado
$1.84K
KCM
362
Key Capital Management
Tennessee
$1.67K
BFPW
363
BOK Financial Private Wealth
Colorado
$1.5K
CW
364
Curio Wealth
Maryland
$1.37K
TWD
365
True Wealth Design
Ohio
$1.34K
CFD
366
Creative Financial Designs
Indiana
$1.34K
OC
367
Optima Capital
Oregon
$1.34K
AAG
368
Accordant Advisory Group
Maryland
$1.17K
AP
369
Atwood & Palmer
Missouri
$1.17K
CIA
370
Cape Investment Advisory
Georgia
$1.17K
SWIM
371
Smallwood Wealth Investment Management
New Jersey
$1K
CFB
372
Cullen/Frost Bankers
Texas
$1K
TSMHT
373
Thurston Springer Miller Herd & Titak
Indiana
$1K
CAL
374
Capital Analysts LLC
Pennsylvania
$1K
DWM
375
Darwin Wealth Management
Florida
$838