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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
CIA
376
Cape Investment Advisory
Georgia
$1.17K
SWIM
377
Smallwood Wealth Investment Management
New Jersey
$1K
CFB
378
Cullen/Frost Bankers
Texas
$1K +$1.03K +6 New
TSMHT
379
Thurston Springer Miller Herd & Titak
Indiana
$1K +$1.03K +6 New
CAL
380
Capital Analysts LLC
Pennsylvania
$1K
DWM
381
Darwin Wealth Management
Florida
$838
SWM
382
Spire Wealth Management
Virginia
$836 -$8.04K -47 -90%
AF
383
Advisornet Financial
Minnesota
$836
KG
384
Kilter Group
New York
$836
MCM
385
Manchester Capital Management
Vermont
$836
NWM
386
Nova Wealth Management
Florida
$836
FFO
387
Fortitude Family Office
Arizona
$669 -$342 -2 -33%
MMCM
388
Murphy & Mullick Capital Management
New York
$669
SC
389
SouthState Corp
Florida
$669
WA
390
Walsh & Associates
Florida
$668 +$684 +4 New
AWM
391
Abound Wealth Management
Tennessee
$557 +$171 +1 +50%
NA
392
NewEdge Advisors
Louisiana
$542
BLC
393
Brown, Lisle/Cummings
Rhode Island
$502
DPW
394
DiNuzzo Private Wealth
Pennsylvania
$502
FDCDDQ
395
Federation des caisses Desjardins du Quebec
Quebec, Canada
$502
TCOT
396
Trust Company of Toledo
Ohio
$502
AW
397
Ankerstar Wealth
Texas
$502 +$513 +3 New
SA
398
Strategic Advocates
Utah
$339
HIA
399
HFM Investment Advisors
New Jersey
$335
RWM
400
Rialto Wealth Management
New York
$335