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PJT Partners

410 hedge funds and large institutions have $3.46B invested in PJT Partners in 2025 Q4 according to their latest regulatory filings, with 62 funds opening new positions, 119 increasing their positions, 140 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

55% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 40

4% more funds holding

Funds holding: 394410 (+16)

1.17% less ownership

Funds ownership: 86.18%85.02% (-1.2%)

7% less capital invested

Capital invested by funds: $3.72B → $3.46B (-$267M)

15% less repeat investments, than reductions

Existing positions increased: 119 | Existing positions reduced: 140

72% less call options, than puts

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

Holders
410
Holders Change
+16
Holders Change %
+4.06%
% of All Funds
4.99%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.02%
New
62
Increased
119
Reduced
140
Closed
40
Calls
$2.78M
Puts
$9.81M
Net Calls
-$7.04M
Net Calls Change
-$8.09M
Name Holding Trade Value Shares
Change
Change in
Stake
MA
351
Montag & Associates
Georgia
$3.68K
BCM
352
Boreal Capital Management
Florida
$3.34K
PFBT
353
Parkside Financial Bank & Trust
Missouri
$3.18K
GWM
354
Geneos Wealth Management
Colorado
$3.01K
ZBNA
355
Zions Bancorporation, National Association
Utah
$3.01K +$3.08K +18 New
TFA
356
Transamerica Financial Advisors
Florida
$2.67K
HI
357
Harbour Investments
Wisconsin
$2.34K +$171 +1 +8%
FHA
358
Flagship Harbor Advisors
Massachusetts
$2.34K +$2.4K +14 New
EPIME
359
Evelyn Partners Investment Management (Europe)
$2.17K
FMII
360
Farmers & Merchants Investments Inc
Nebraska
$2.17K
BBHC
361
Brown Brothers Harriman & Co
New York
$2.17K +$2.22K +13 New
Northwestern Mutual Wealth Management
362
Northwestern Mutual Wealth Management
Wisconsin
$2.17K +$171 +1 +8%
DI
363
DAGCO Inc
Ohio
$2.01K
PWA
364
Physician Wealth Advisors
Utah
$1.84K
SAG
365
SageView Advisory Group
California
$1.84K +$1.88K +11 New
CA
366
CoreCap Advisors
Michigan
$1.84K
MEG
367
Millstone Evans Group
Colorado
$1.84K
KCM
368
Key Capital Management
Tennessee
$1.67K +$1.71K +10 New
BFPW
369
BOK Financial Private Wealth
Colorado
$1.5K +$1.54K +9 New
CW
370
Curio Wealth
Maryland
$1.37K +$1.37K +8 New
TWD
371
True Wealth Design
Ohio
$1.34K -$171 -1 -11%
CFD
372
Creative Financial Designs
Indiana
$1.34K
OC
373
Optima Capital
Oregon
$1.34K +$1.37K +8 New
AAG
374
Accordant Advisory Group
Maryland
$1.17K
AP
375
Atwood & Palmer
Missouri
$1.17K +$1.2K +7 New