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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
RWM
376
Rialto Wealth Management
New York
$699
SC
377
SouthState Corp
Florida
$559
MMCM
378
Murphy & Mullick Capital Management
New York
$559
BWL
379
Bogart Wealth LLC
Virginia
$559
WA
380
Walsh & Associates
Florida
$558
PWMG
381
Prestige Wealth Management Group
New Jersey
$420
TSMHT
382
Thurston Springer Miller Herd & Titak
Indiana
$419
BLC
383
Brown, Lisle/Cummings
Rhode Island
$419
BHWM
384
Bay Harbor Wealth Management
Maryland
$419
TCM
385
TD Capital Management
Tennessee
$280
S
386
Sachetta
Massachusetts
$280
TC
387
Truvestments Capital
Florida
$279
SWM
388
SHP Wealth Management
Massachusetts
$279
SIM
389
Synergy Investment Management
Florida
$279
AWM
390
Abound Wealth Management
Tennessee
$186
CPG
391
Cornerstone Planning Group
New Jersey
$152
CIAM
392
Caitong International Asset Management
Hong Kong
$140
CW
393
Curio Wealth
Maryland
$140
DPW
394
DiNuzzo Private Wealth
Pennsylvania
$140
HIA
395
HFM Investment Advisors
New Jersey
$140
TFM
396
TFC Financial Management
Massachusetts
$140
VWM
397
Vermillion Wealth Management
Minnesota
$140
ACA
398
American Capital Advisory
Idaho
$140
HFS
399
Hughes Financial Services
Virginia
$140
BGAI
400
Bruce G. Allen Investments
Colorado
$15