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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
Envestnet Asset Management
51
Envestnet Asset Management
Illinois
$2.67M +$17.6K +896 +0.6%
JGC
52
J. Goldman & Co
New York
$2.64M +$2.86M +145,619 New
Swiss National Bank
53
Swiss National Bank
Switzerland
$2.4M +$110K +5,600 +4%
Jacobs Levy Equity Management
54
Jacobs Levy Equity Management
New Jersey
$2.21M
TRSOTSOK
55
Teachers Retirement System of the State of Kentucky
Kentucky
$2.17M +$437K +22,262 +23%
Wells Fargo
56
Wells Fargo
California
$1.68M -$817K -41,553 -31%
RP
57
Riverwater Partners
Wisconsin
$1.64M +$1.77M +90,241 New
Susquehanna International Group
58
Susquehanna International Group
Pennsylvania
$1.64M +$760K +38,676 +75%
Invesco
59
Invesco
Georgia
$1.59M -$792K -40,300 -31%
California State Teachers Retirement System (CalSTRS)
60
California State Teachers Retirement System (CalSTRS)
California
$1.57M +$483K +24,578 +40%
WB
61
WesBanco Bank
West Virginia
$1.53M +$531K +27,000 +47%
Barclays
62
Barclays
United Kingdom
$1.49M -$287K -14,590 -15%
RhumbLine Advisers
63
RhumbLine Advisers
Massachusetts
$1.43M +$49.9K +2,538 +3%
Ohio Public Employees Retirement System (OPERS)
64
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.38M
PAG
65
Private Advisor Group
New Jersey
$1.31M +$5.66K +288 +0.4%
UBS AM
66
UBS AM
Illinois
$1.22M -$2.24M -114,012 -63%
BSA
67
Bull Street Advisors
Georgia
$1.15M +$1.24M +63,278 New
KCM
68
Kennedy Capital Management
Missouri
$1.08M +$37.7K +1,920 +3%
Neuberger Berman Group
69
Neuberger Berman Group
New York
$1.08M +$12.5K +635 +1%
Deutsche Bank
70
Deutsche Bank
Germany
$1.03M +$227K +11,569 +26%
BNP Paribas Financial Markets
71
BNP Paribas Financial Markets
France
$1.02M +$827K +42,098 +299%
N
72
Natixis
France
$979K +$1.06M +53,900 New
AllianceBernstein
73
AllianceBernstein
Tennessee
$867K
AG
74
Algert Global
California
$835K -$1.49M -75,740 -62%
Citadel Advisors
75
Citadel Advisors
Florida
$812K -$2.58M -131,307 -75%

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.