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Perella Weinberg Partners

164 hedge funds and large institutions have $1.35B invested in Perella Weinberg Partners in 2026 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 72 increasing their positions, 42 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 42

14% more capital invested

Capital invested by funds: $1.19B → $1.35B (+$165M)

2.05% more ownership

Funds ownership: 104.88%106.93% (+2.1%)

10% less first-time investments, than exits

New positions opened: 28 | Existing positions closed: 31

4% less funds holding

Funds holding: 170164 (-6)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $7K

Holders
164
Holders Change
-6
Holders Change %
-3.53%
% of All Funds
2.02%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
28
Increased
72
Reduced
42
Closed
31
Calls
Puts
$7K
Net Calls
-$7K
Net Calls Change
-$280K
Name Holding Trade Value Shares
Change
Change in
Stake
Schroder Investment Management Group
26
Schroder Investment Management Group
United Kingdom
$17.3M -$75.1K -3,824 -0.4%
Dimensional Fund Advisors
27
Dimensional Fund Advisors
Texas
$15.5M +$5.26M +267,859 +46%
Russell Investments Group
28
Russell Investments Group
United Kingdom
$15.1M +$2.17M +110,202 +15%
BCM
29
Basswood Capital Management
New York
$14.3M -$5.82M -296,248 -27%
Rockefeller Capital Management
30
Rockefeller Capital Management
New York
$12.5M -$145K -7,396 -1%
EMFAT
31
Emerald Mutual Fund Advisers Trust
Pennsylvania
$11.3M +$1.58M +80,490 +15%
First Eagle Investment Management
32
First Eagle Investment Management
New York
$11.2M +$613K +31,209 +5%
SEI Investments
33
SEI Investments
Pennsylvania
$11.1M +$7.22M +367,525 +151%
CVA
34
Ceredex Value Advisors
Florida
$10.5M -$368K -18,750 -3%
Charles Schwab
35
Charles Schwab
California
$10M +$230K +11,716 +2%
Northern Trust
36
Northern Trust
Illinois
$9.73M +$766K +38,980 +8%
VPM
37
Vanguard Portfolio Management
Pennsylvania
$9.06M +$9.8M +498,888 New
Loomis, Sayles & Company
38
Loomis, Sayles & Company
Massachusetts
$8.65M -$754K -38,346 -7%
SAM
39
Silvercrest Asset Management
New York
$8.42M +$703K +35,793 +8%
VFT
40
Vanguard Fiduciary Trust
Pennsylvania
$8.36M +$9.04M +460,284 New
State of Wisconsin Investment Board
41
State of Wisconsin Investment Board
Wisconsin
$8.09M -$2.82M -143,362 -24%
GPGA
42
Grandeur Peak Global Advisors
Utah
$7.69M -$4.62M -235,260 -36%
Morgan Stanley
43
Morgan Stanley
New York
$6.71M -$15.1M -767,676 -68%
RIM
44
Ranger Investment Management
Texas
$6.68M -$25.8K -1,315 -0.4%
Marshall Wace
45
Marshall Wace
United Kingdom
$5.76M +$6.23M +316,929 New
PC
46
Pier Capital
Connecticut
$4.72M -$94.3K -4,800 -2%
Bank of New York Mellon
47
Bank of New York Mellon
New York
$4.31M +$63.6K +3,236 +1%
UBS Group
48
UBS Group
Switzerland
$4.15M -$1.23M -62,806 -22%
AA
49
Ancora Advisors
Ohio
$3.78M
AQR Capital Management
50
AQR Capital Management
Connecticut
$2.81M +$2.19M +111,657 +261%

PWP Hedge Fund Activity: Q1 2026 in Review

164 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Perella Weinberg Partners (PWP) for Q1 2026, worth a combined $1.35B — up 14% from $1.19B a quarter earlier.

Sellers outnumbered buyers: 31 funds closed out of PWP and 28 opened new positions — a net loss of 3 holders — while 42 trimmed existing stakes and 72 added.

The largest buyer was Capital World Investors, opening a new position worth an estimated $51.1M. The largest seller was Morgan Stanley, cutting an estimated $15.1M.

  • 164 institutional investors held Perella Weinberg Partners (PWP) as of Q1 2026, down from 170 in Q4 2025.
  • Funds reported $1.35B of Perella Weinberg Partners stock for Q1 2026, up 14% quarter-over-quarter.
  • 28 funds opened new Perella Weinberg Partners positions in Q1 2026 and 31 closed out, a net change of -3 holders.
  • The largest Perella Weinberg Partners buyer in Q1 2026 was Capital World Investors, an estimated $51.1M added.
  • The largest Perella Weinberg Partners seller in Q1 2026 was Morgan Stanley, an estimated $15.1M sold.

Based on aggregated 13F filings for Q1 2026.