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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
S
401
Sachetta
Massachusetts
$335
GWM
402
Gilpin Wealth Management
Colorado
$335 +$342 +2 New
TCM
403
TD Capital Management
Tennessee
$335 +$342 +2 New
TC
404
Truvestments Capital
Florida
$334
SWM
405
SHP Wealth Management
Massachusetts
$334 +$342 +2 New
TFM
406
TFC Financial Management
Massachusetts
$168
EP
407
Essential Partners
California
$167 -$342 -2 -67%
BHWM
408
Bay Harbor Wealth Management
Maryland
$167
BWL
409
Bogart Wealth LLC
Virginia
$167
TCOV
410
Trust Company of Vermont
Vermont
$167
DF
411
Dunhill Financial
United Kingdom
$86 +$171 +1 New
BGAI
412
Bruce G. Allen Investments
Colorado
$18
ACL
413
Azora Capital LP
Florida
-$40.1M -225,404 Closed
Macquarie Group
414
Macquarie Group
Australia
-$28.5M -160,328 Closed
FCM
415
Frontier Capital Management
Massachusetts
-$15.4M -86,495 Closed
Amundi
416
Amundi
France
-$11.7M -64,797 Closed
JG
417
Jain Global
New York
-$4.68M -26,330 Closed
Baird Financial Group
418
Baird Financial Group
Wisconsin
-$4.64M -26,124 Closed
FCM
419
Fieldview Capital Management
Michigan
-$3.58M -20,152 Closed
IP
420
Interval Partners
New York
-$1.9M -10,682 Closed
Lazard Asset Management
421
Lazard Asset Management
New York
-$1.75M -9,842 Closed
VRS
422
Virginia Retirement Systems
Virginia
-$1.53M -8,600 Closed
HF
423
HRT Financial
New York
-$1.37M -7,696 Closed
Squarepoint
424
Squarepoint
New York
-$1.1M -6,172 Closed
OAM
425
OP Asset Management
-$1.03M -5,792 Closed