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PJT Partners

391 hedge funds and large institutions have $2.91B invested in PJT Partners in 2025 Q1 according to their latest regulatory filings, with 74 funds opening new positions, 122 increasing their positions, 114 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

3,677% more call options, than puts

Call options by funds: $10.4M | Put options by funds: $276K

155% more first-time investments, than exits

New positions opened: 74 | Existing positions closed: 29

13% more funds holding

Funds holding: 347391 (+44)

1.75% more ownership

Funds ownership: 87.03%88.78% (+1.8%)

7% more repeat investments, than reductions

Existing positions increased: 122 | Existing positions reduced: 114

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

10% less capital invested

Capital invested by funds: $3.25B → $2.91B (-$341M)

Holders
391
Holders Change
+44
Holders Change %
+12.68%
% of All Funds
5.24%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
74
Increased
122
Reduced
114
Closed
29
Calls
$10.4M
Puts
$276K
Net Calls
+$10.1M
Net Calls Change
+$4.02M
Name Holding Trade Value Shares
Change
Change in
Stake
MEG
351
Millstone Evans Group
Colorado
$1.52K
TIM
352
Thompson Investment Management
Wisconsin
$1.52K
BFS
353
Bare Financial Services
Pennsylvania
$1.52K +$1.73K +11 New
RMP
354
Richards, Merrill & Peterson
Washington
$1.38K
PWA
355
Physician Wealth Advisors
Utah
$1.24K +$1.42K +9 New
TWD
356
True Wealth Design
Ohio
$1.1K +$1.26K +8 New
CFD
357
Creative Financial Designs
Indiana
$1.1K -$944 -6 -43%
WIM
358
Westside Investment Management
California
$1.1K
SW
359
SVB Wealth
Massachusetts
$1.1K +$1.26K +8 New
Simplex Trading
360
Simplex Trading
Illinois
$1K -$5.51K -35 -74%
CAL
361
Capital Analysts LLC
Pennsylvania
$1K
HFS
362
Hantz Financial Services
Michigan
$1K +$629 +4 New
AAG
363
Accordant Advisory Group
Maryland
$966
GFPC
364
Global Financial Private Client
Florida
$827 +$629 +4 +200%
SWIM
365
Smallwood Wealth Investment Management
New Jersey
$827 +$944 +6 New
TSMHT
366
Thurston Springer Miller Herd & Titak
Indiana
$826
MCM
367
Manchester Capital Management
Vermont
$690
SC
368
Stephens Consulting
Michigan
$690 +$787 +5 New
NWM
369
Nova Wealth Management
Florida
$689 -$315 -2 -29%
AF
370
Advisornet Financial
Minnesota
$689
AAP
371
Arax Advisory Partners
Colorado
$552 -$12.1K -77 -95%
MMCM
372
Murphy & Mullick Capital Management
New York
$552
SIC
373
SJS Investment Consulting
Ohio
$552 +$157 +1 +33%
NA
374
NewEdge Advisors
Louisiana
$445
BLC
375
Brown, Lisle/Cummings
Rhode Island
$414

PJT Hedge Fund Activity: Q1 2025 in Review

391 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in PJT Partners (PJT) for Q1 2025, worth a combined $2.91B — down 10% from $3.25B a quarter earlier.

Buyers outnumbered sellers: 74 funds opened new PJT positions and 29 closed out — a net gain of 45 holders — while 122 added to existing stakes and 114 trimmed.

The largest buyer was Capital Research Global Investors, opening a new position worth an estimated $19M. The largest seller was Wellington Management Group, cutting an estimated $40.3M.

  • 391 institutional investors held PJT Partners (PJT) as of Q1 2025, up from 347 in Q4 2024.
  • Funds reported $2.91B of PJT Partners stock for Q1 2025, down 10% quarter-over-quarter.
  • 74 funds opened new PJT Partners positions in Q1 2025 and 29 closed out, a net change of +45 holders.
  • The largest PJT Partners buyer in Q1 2025 was Capital Research Global Investors, an estimated $19M added.
  • The largest PJT Partners seller in Q1 2025 was Wellington Management Group, an estimated $40.3M sold.

Based on aggregated 13F filings for Q1 2025.