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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 57 funds opening new positions, 135 increasing their positions, 118 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more repeat investments, than reductions

Existing positions increased: 135 | Existing positions reduced: 118

0.62% more ownership

Funds ownership: 85.02%85.63% (+0.62%)

3% less first-time investments, than exits

New positions opened: 57 | Existing positions closed: 59

3% less funds holding

Funds holding: 410399 (-11)

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
-11
Holders Change %
-2.68%
% of All Funds
4.92%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
57
Increased
135
Reduced
118
Closed
59
Calls
$3.09M
Puts
$8.05M
Net Calls
-$4.96M
Net Calls Change
+$2.08M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$516M -$4.09M -25,974 -0.7%
VPM
2
Vanguard Portfolio Management
Pennsylvania
$177M +$200M +1,267,368 New
VCM
3
Vanguard Capital Management
Pennsylvania
$146M +$165M +1,048,086 New
State Street
4
State Street
Massachusetts
$135M +$5.81M +36,888 +4%
WA
5
Wasatch Advisors
Utah
$115M +$37.4M +237,428 +40%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$105M +$10.7M +68,149 +10%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$98.3M +$19.4M +123,405 +21%
Morgan Stanley
8
Morgan Stanley
New York
$88.2M -$4.48M -28,426 -4%
CAM
9
Congress Asset Management
Massachusetts
$84.4M +$3.22M +20,426 +3%
Raymond James Financial
10
Raymond James Financial
Florida
$58.6M -$2.25M -14,263 -3%
ClearBridge Investments
11
ClearBridge Investments
New York
$52.6M -$590K -3,749 -1%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$51.6M +$1.47M +9,337 +3%
Bank of America
13
Bank of America
North Carolina
$44.2M -$4.53M -28,787 -8%
Loomis, Sayles & Company
14
Loomis, Sayles & Company
Massachusetts
$41.3M -$3.88M -24,661 -8%
Point72 Asset Management
15
Point72 Asset Management
Connecticut
$40.6M +$45.1M +286,181 +6,409%
Goldman Sachs
16
Goldman Sachs
New York
$40.2M -$604K -3,838 -1%
Northern Trust
17
Northern Trust
Illinois
$38.5M +$401K +2,550 +0.9%
Charles Schwab
18
Charles Schwab
California
$36.7M +$1.54M +9,792 +4%
Massachusetts Financial Services
19
Massachusetts Financial Services
Massachusetts
$32.2M +$5.47M +34,766 +18%
CIP
20
Champlain Investment Partners
Vermont
$30.1M +$326K +2,073 +1%
Schroder Investment Management Group
21
Schroder Investment Management Group
United Kingdom
$28.2M -$582K -3,699 -2%
Capital Research Global Investors
22
Capital Research Global Investors
California
$27.9M -$3.16M -20,074 -9%
BNP Paribas Asset Management
23
BNP Paribas Asset Management
France
$27.9M +$1.95M +12,412 +7%
Principal Financial Group
24
Principal Financial Group
Iowa
$26.4M +$3.89M +24,735 +15%
Wellington Management Group
25
Wellington Management Group
Massachusetts
$26M -$6.17M -39,222 -17%