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PJT Partners

405 hedge funds and large institutions have $3.45B invested in PJT Partners in 2025 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 119 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 (-$265M)

14% less repeat investments, than reductions

Existing positions increased: 119 | Existing positions reduced: 138

72% less call options, than puts

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

Holders
405
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
GWM
351
Geneos Wealth Management
Colorado
$3.01K
ZBNA
352
Zions Bancorporation, National Association
Utah
$3.01K
TFA
353
Transamerica Financial Advisors
Florida
$2.67K
HI
354
Harbour Investments
Wisconsin
$2.34K
FHA
355
Flagship Harbor Advisors
Massachusetts
$2.34K
EPIME
356
Evelyn Partners Investment Management (Europe)
$2.17K
FMII
357
Farmers & Merchants Investments Inc
Nebraska
$2.17K
BBHC
358
Brown Brothers Harriman & Co
New York
$2.17K
Northwestern Mutual Wealth Management
359
Northwestern Mutual Wealth Management
Wisconsin
$2.17K
DI
360
DAGCO Inc
Ohio
$2.01K
PWA
361
Physician Wealth Advisors
Utah
$1.84K
SAG
362
SageView Advisory Group
California
$1.84K
CA
363
CoreCap Advisors
Michigan
$1.84K
MEG
364
Millstone Evans Group
Colorado
$1.84K
KCM
365
Key Capital Management
Tennessee
$1.67K
BFPW
366
BOK Financial Private Wealth
Colorado
$1.5K
CW
367
Curio Wealth
Maryland
$1.37K
TWD
368
True Wealth Design
Ohio
$1.34K
CFD
369
Creative Financial Designs
Indiana
$1.34K
OC
370
Optima Capital
Oregon
$1.34K
AAG
371
Accordant Advisory Group
Maryland
$1.17K
AP
372
Atwood & Palmer
Missouri
$1.17K
CIA
373
Cape Investment Advisory
Georgia
$1.17K
SWIM
374
Smallwood Wealth Investment Management
New Jersey
$1K
CFB
375
Cullen/Frost Bankers
Texas
$1K