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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
TSMHT
376
Thurston Springer Miller Herd & Titak
Indiana
$1K
CAL
377
Capital Analysts LLC
Pennsylvania
$1K
DWM
378
Darwin Wealth Management
Florida
$838
SWM
379
Spire Wealth Management
Virginia
$836
MCM
380
Manchester Capital Management
Vermont
$836
AF
381
Advisornet Financial
Minnesota
$836
KG
382
Kilter Group
New York
$836
NWM
383
Nova Wealth Management
Florida
$836
FFO
384
Fortitude Family Office
Arizona
$669
MMCM
385
Murphy & Mullick Capital Management
New York
$669
SC
386
SouthState Corp
Florida
$669
AWM
387
Abound Wealth Management
Tennessee
$557
NA
388
NewEdge Advisors
Louisiana
$542
DPW
389
DiNuzzo Private Wealth
Pennsylvania
$502
BLC
390
Brown, Lisle/Cummings
Rhode Island
$502
TCOT
391
Trust Company of Toledo
Ohio
$502
FDCDDQ
392
Federation des caisses Desjardins du Quebec
Quebec, Canada
$502
AW
393
Ankerstar Wealth
Texas
$502
SA
394
Strategic Advocates
Utah
$339
HIA
395
HFM Investment Advisors
New Jersey
$335
S
396
Sachetta
Massachusetts
$335
RWM
397
Rialto Wealth Management
New York
$335
TCM
398
TD Capital Management
Tennessee
$335
GWM
399
Gilpin Wealth Management
Colorado
$335
TC
400
Truvestments Capital
Florida
$334