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Perella Weinberg Partners

170 hedge funds and large institutions have $1.19B invested in Perella Weinberg Partners in 2025 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 72 increasing their positions, 51 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 51

24% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 21

3% more funds holding

Funds holding: 165170 (+5)

1.13% more ownership

Funds ownership: 103.75%104.88% (+1.1%)

14% less capital invested

Capital invested by funds: $1.38B → $1.19B (-$197M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
170
Holders Change
+5
Holders Change %
+3.03%
% of All Funds
2.07%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
26
Increased
72
Reduced
51
Closed
21
Calls
$273K
Puts
Net Calls
+$273K
Net Calls Change
-$317K
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
51
Envestnet Asset Management
Illinois
$2.53M +$762K +40,831 +39%
Wells Fargo
52
Wells Fargo
California
$2.32M +$816K +43,703 +48%
Invesco
53
Invesco
Georgia
$2.22M +$289K +15,505 +14%
Swiss National Bank
54
Swiss National Bank
Switzerland
$2.18M +$177K +9,500 +8%
AG
55
Algert Global
California
$2.11M -$861K -46,160 -27%
Jacobs Levy Equity Management
56
Jacobs Levy Equity Management
New Jersey
$2.1M -$1.39M -74,236 -38%
TRSOTSOK
57
Teachers Retirement System of the State of Kentucky
Kentucky
$1.68M +$235K +12,607 +15%
Barclays
58
Barclays
United Kingdom
$1.68M +$40.7K +2,183 +2%
Jane Street
59
Jane Street
New York
$1.43M +$1.54M +82,626 New
Ohio Public Employees Retirement System (OPERS)
60
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.32M +$207K +11,083 +17%
RhumbLine Advisers
61
RhumbLine Advisers
Massachusetts
$1.32M -$204K -10,917 -13%
Voloridge Investment Management
62
Voloridge Investment Management
Florida
$1.32M -$844K -45,222 -37%
PAG
63
Private Advisor Group
New Jersey
$1.24M +$5K +268 +0.4%
JP Morgan Chase
64
JP Morgan Chase
New York
$1.18M -$3.17M -169,980 -71%
California State Teachers Retirement System (CalSTRS)
65
California State Teachers Retirement System (CalSTRS)
California
$1.07M +$59.7K +3,197 +5%
Neuberger Berman Group
66
Neuberger Berman Group
New York
$1.02M +$1.1M +58,741 New
KCM
67
Kennedy Capital Management
Missouri
$997K +$12.3K +660 +1%
WB
68
WesBanco Bank
West Virginia
$986K +$1.06M +57,000 New
Legal & General Group
69
Legal & General Group
United Kingdom
$933K -$4.55K -244 -0.5%
Susquehanna International Group
70
Susquehanna International Group
Pennsylvania
$890K -$94.3K -5,055 -9%
AllianceBernstein
71
AllianceBernstein
Tennessee
$867K -$27.4K -1,466 -3%
Deutsche Bank
72
Deutsche Bank
Germany
$783K -$2.68M -143,801 -76%
AQR Capital Management
73
AQR Capital Management
Connecticut
$741K +$79.3K +4,248 +11%
Creative Planning
74
Creative Planning
Kansas
$725K -$187K -10,026 -19%
GC
75
Globeflex Capital
California
$697K