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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 58 funds opening new positions, 135 increasing their positions, 118 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more ownership

Funds ownership:

less first-time investments, than exits

New positions opened: | Existing positions closed:

less funds holding

Funds holding:

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
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$3.09M
Puts
$8.05M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GWM
351
Geneos Wealth Management
Colorado
$2.52K
TFA
352
Transamerica Financial Advisors
Florida
$2.23K
HI
353
Harbour Investments
Wisconsin
$2K
FMII
354
Farmers & Merchants Investments Inc
Nebraska
$1.82K
EPIME
355
Evelyn Partners Investment Management (Europe)
$1.82K
RCM
356
Raleigh Capital Management
North Carolina
$1.82K
DI
357
DAGCO Inc
Ohio
$1.68K
PWA
358
Physician Wealth Advisors
Utah
$1.54K
CA
359
CoreCap Advisors
Michigan
$1.54K
MEG
360
Millstone Evans Group
Colorado
$1.54K
MAM
361
Marquette Asset Management
Minnesota
$1.54K
BFPW
362
BOK Financial Private Wealth
Colorado
$1.26K
FFO
363
Fortitude Family Office
Arizona
$1.26K
CAL
364
Capital Analysts LLC
Pennsylvania
$1K
AP
365
Atwood & Palmer
Missouri
$979
AAG
366
Accordant Advisory Group
Maryland
$979
CFD
367
Creative Financial Designs
Indiana
$838
CFB
368
Cullen/Frost Bankers
Texas
$838
SWIM
369
Smallwood Wealth Investment Management
New Jersey
$838
TWC
370
TD Waterhouse Canada
Ontario, Canada
$703
DWM
371
Darwin Wealth Management
Florida
$701
SWM
372
Spire Wealth Management
Virginia
$699
MCM
373
Manchester Capital Management
Vermont
$699
AF
374
Advisornet Financial
Minnesota
$699
NWM
375
Nova Wealth Management
Florida
$699