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PJT Partners

385 hedge funds and large institutions have $2.91B invested in PJT Partners in 2025 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 119 increasing their positions, 111 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
385
Holders Change
+44
Holders Change %
+12.9%
% of All Funds
5.23%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
77
Increased
119
Reduced
111
Closed
30
Calls
$10.4M
Puts
$276K
Net Calls
+$10.1M
Net Calls Change
+$4.02M
Name Holding Trade Value Shares
Change
Shares
Change %
CFD
351
Creative Financial Designs
Indiana
$1.1K -$827 -6 -43%
WIM
352
Westside Investment Management
California
$1.1K
SW
353
SVB Wealth
Massachusetts
$1.1K +$1.1K +8 New
Simplex Trading
354
Simplex Trading
Illinois
$1K -$2.92K -35 -74%
CAL
355
Capital Analysts LLC
Pennsylvania
$1K
HFS
356
Hantz Financial Services
Michigan
$1K +$1K +4 New
AAG
357
Accordant Advisory Group
Maryland
$966
GFPC
358
Global Financial Private Client
Florida
$827 +$551 +4 +200%
SWIM
359
Smallwood Wealth Investment Management
New Jersey
$827 +$827 +6 New
TSMHT
360
Thurston Springer Miller Herd & Titak
Indiana
$826
MCM
361
Manchester Capital Management
Vermont
$690
SC
362
Stephens Consulting
Michigan
$690 +$690 +5 New
NWM
363
Nova Wealth Management
Florida
$689 -$276 -2 -29%
AF
364
Advisornet Financial
Minnesota
$689
AAP
365
Arax Advisory Partners
Colorado
$552 -$10.6K -77 -95%
MMCM
366
Murphy & Mullick Capital Management
New York
$552
SIC
367
SJS Investment Consulting
Ohio
$552 +$138 +1 +33%
NA
368
NewEdge Advisors
Louisiana
$445
BLC
369
Brown, Lisle/Cummings
Rhode Island
$414
DPW
370
DiNuzzo Private Wealth
Pennsylvania
$414 +$138 +1 +50%
AWM
371
Abound Wealth Management
Tennessee
$276
CWM
372
Compass Wealth Management
Connecticut
$276
PA
373
PSI Advisors
Florida
$276
S
374
Sachetta
Massachusetts
$276
TC
375
Truvestments Capital
Florida
$276 +$276 +2 New