We are live on ! Find out more
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 57 funds opening new positions, 135 increasing their positions, 118 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more repeat investments, than reductions

Existing positions increased: 135 | Existing positions reduced: 118

0.62% more ownership

Funds ownership: 85.02%85.63% (+0.62%)

3% less first-time investments, than exits

New positions opened: 57 | Existing positions closed: 59

3% less funds holding

Funds holding: 410399 (-11)

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
-11
Holders Change %
-2.68%
% of All Funds
4.92%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
57
Increased
135
Reduced
118
Closed
59
Calls
$3.09M
Puts
$8.05M
Net Calls
-$4.96M
Net Calls Change
+$2.08M
Name Holding Trade Value Shares
Change
Change in
Stake
TFA
351
Transamerica Financial Advisors
Florida
$2.23K
HI
352
Harbour Investments
Wisconsin
$2K
EPIME
353
Evelyn Partners Investment Management (Europe)
$1.82K
FMII
354
Farmers & Merchants Investments Inc
Nebraska
$1.82K
RCM
355
Raleigh Capital Management
North Carolina
$1.82K +$2.05K +13 New
DI
356
DAGCO Inc
Ohio
$1.68K
CA
357
CoreCap Advisors
Michigan
$1.54K
MEG
358
Millstone Evans Group
Colorado
$1.54K
PWA
359
Physician Wealth Advisors
Utah
$1.54K
MAM
360
Marquette Asset Management
Minnesota
$1.54K +$1.73K +11 New
BFPW
361
BOK Financial Private Wealth
Colorado
$1.26K
FFO
362
Fortitude Family Office
Arizona
$1.26K +$787 +5 +125%
CAL
363
Capital Analysts LLC
Pennsylvania
$1K -$472 -3 -38%
AAG
364
Accordant Advisory Group
Maryland
$979
AP
365
Atwood & Palmer
Missouri
$979
CFD
366
Creative Financial Designs
Indiana
$838 -$315 -2 -25%
CFB
367
Cullen/Frost Bankers
Texas
$838
SWIM
368
Smallwood Wealth Investment Management
New Jersey
$838
TWC
369
TD Waterhouse Canada
Ontario, Canada
$703 +$787 +5 New
DWM
370
Darwin Wealth Management
Florida
$701
AF
371
Advisornet Financial
Minnesota
$699
MCM
372
Manchester Capital Management
Vermont
$699
NWM
373
Nova Wealth Management
Florida
$699
SWM
374
Spire Wealth Management
Virginia
$699
RWM
375
Rialto Wealth Management
New York
$699 +$472 +3 +150%