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PJT Partners

401 hedge funds and large institutions have $3.45B invested in PJT Partners in 2025 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 118 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 (-$271M)

14% less repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 138

72% less call options, than puts

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

Holders
401
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
SWM
376
Spire Wealth Management
Virginia
$836
AF
377
Advisornet Financial
Minnesota
$836
MCM
378
Manchester Capital Management
Vermont
$836
NWM
379
Nova Wealth Management
Florida
$836
KG
380
Kilter Group
New York
$836
FFO
381
Fortitude Family Office
Arizona
$669
SC
382
SouthState Corp
Florida
$669
MMCM
383
Murphy & Mullick Capital Management
New York
$669
AWM
384
Abound Wealth Management
Tennessee
$557
NA
385
NewEdge Advisors
Louisiana
$542
BLC
386
Brown, Lisle/Cummings
Rhode Island
$502
TCOT
387
Trust Company of Toledo
Ohio
$502
DPW
388
DiNuzzo Private Wealth
Pennsylvania
$502
FDCDDQ
389
Federation des caisses Desjardins du Quebec
Quebec, Canada
$502
AW
390
Ankerstar Wealth
Texas
$502
SA
391
Strategic Advocates
Utah
$339
S
392
Sachetta
Massachusetts
$335
RWM
393
Rialto Wealth Management
New York
$335
HIA
394
HFM Investment Advisors
New Jersey
$335
GWM
395
Gilpin Wealth Management
Colorado
$335
TCM
396
TD Capital Management
Tennessee
$335
TC
397
Truvestments Capital
Florida
$334
TFM
398
TFC Financial Management
Massachusetts
$168
TCOV
399
Trust Company of Vermont
Vermont
$167
BWL
400
Bogart Wealth LLC
Virginia
$167