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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 57 funds opening new positions, 135 increasing their positions, 118 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more repeat investments, than reductions

Existing positions increased: 135 | Existing positions reduced: 118

0.62% more ownership

Funds ownership: 85.02%85.63% (+0.62%)

3% less first-time investments, than exits

New positions opened: 57 | Existing positions closed: 59

3% less funds holding

Funds holding: 410399 (-11)

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
-11
Holders Change %
-2.68%
% of All Funds
4.92%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
57
Increased
135
Reduced
118
Closed
59
Calls
$3.09M
Puts
$8.05M
Net Calls
-$4.96M
Net Calls Change
+$2.08M
Name Holding Trade Value Shares
Change
Change in
Stake
MMCM
376
Murphy & Mullick Capital Management
New York
$559
SC
377
SouthState Corp
Florida
$559
BWL
378
Bogart Wealth LLC
Virginia
$559 +$472 +3 +300%
WA
379
Walsh & Associates
Florida
$558
NA
380
NewEdge Advisors
Louisiana
$454
PWMG
381
Prestige Wealth Management Group
New Jersey
$420 +$472 +3 New
TSMHT
382
Thurston Springer Miller Herd & Titak
Indiana
$419 -$472 -3 -50%
BLC
383
Brown, Lisle/Cummings
Rhode Island
$419
BHWM
384
Bay Harbor Wealth Management
Maryland
$419 +$315 +2 +200%
S
385
Sachetta
Massachusetts
$280
TCM
386
TD Capital Management
Tennessee
$280
SWM
387
SHP Wealth Management
Massachusetts
$279
TC
388
Truvestments Capital
Florida
$279
SIM
389
Synergy Investment Management
Florida
$279 +$315 +2 New
AWM
390
Abound Wealth Management
Tennessee
$186 -$315 -2 -67%
CPG
391
Cornerstone Planning Group
New Jersey
$152 +$157 +1 New
CIAM
392
Caitong International Asset Management
Hong Kong
$140 -$80.5K -511 -100%
CW
393
Curio Wealth
Maryland
$140 -$1.1K -7 -88%
DPW
394
DiNuzzo Private Wealth
Pennsylvania
$140 -$315 -2 -67%
HIA
395
HFM Investment Advisors
New Jersey
$140 -$157 -1 -50%
TFM
396
TFC Financial Management
Massachusetts
$140
ACA
397
American Capital Advisory
Idaho
$140 +$157 +1 New
HFS
398
Hughes Financial Services
Virginia
$140 +$157 +1 New
VWM
399
Vermillion Wealth Management
Minnesota
$140 +$157 +1 New
BGAI
400
Bruce G. Allen Investments
Colorado
$15