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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
ASRS
101
Arizona State Retirement System
Arizona
$333K +$10.7K +546 +3%
PFSRSONJ
102
Police & Firemen's Retirement System of New Jersey
New Jersey
$307K
IC
103
IEQ Capital
California
$302K +$327K +16,622 New
CB
104
Commerce Bank
Missouri
$288K +$74.8K +3,808 +32%
Universal-Beteiligungs- und Servicegesellschaft
105
Universal-Beteiligungs- und Servicegesellschaft
Germany
$275K
Mercer Global Advisors
106
Mercer Global Advisors
Colorado
$263K +$284K +14,465 New
KK
107
KLP Kapitalforvaltning
Norway
$258K
VIA
108
Vanguard Investments Australia
Australia
$256K +$277K +14,101 New
OAM
109
Oppenheimer Asset Management
New York
$256K +$10.8K +551 +4%
US Bancorp
110
US Bancorp
Minnesota
$252K +$8.51K +433 +3%
CAPTRUST Financial Advisors
111
CAPTRUST Financial Advisors
North Carolina
$249K +$51.2K +2,605 +23%
RWM
112
Ritholtz Wealth Management
New York
$249K +$269K +13,710 New
Amundi
113
Amundi
France
$247K -$446K -22,703 -63%
IIM
114
INTECH Investment Management
Florida
$243K -$187K -9,539 -42%
Carson Wealth (CWM LLC)
115
Carson Wealth (CWM LLC)
Nebraska
$230K +$159K +8,088 +178%
Los Angeles Capital Management
116
Los Angeles Capital Management
California
$222K +$194K +9,874 +415%
State Board of Administration of Florida Retirement System
117
State Board of Administration of Florida Retirement System
Florida
$221K
Royal Bank of Canada
118
Royal Bank of Canada
Ontario, Canada
$220K -$182K -9,248 -43%
Pictet Asset Management
119
Pictet Asset Management
Switzerland
$196K
VOYA Investment Management
120
VOYA Investment Management
Georgia
$195K -$4.32K -220 -2%
Prudential Financial
121
Prudential Financial
New Jersey
$182K +$197K +10,030 New
PNC Financial Services Group
122
PNC Financial Services Group
Pennsylvania
$124K +$26.3K +1,338 +24%
Citigroup
123
Citigroup
New York
$104K -$96.9K -4,929 -46%
AIP
124
Ameritas Investment Partners
Nebraska
$94.3K
Jones Financial Companies
125
Jones Financial Companies
Missouri
$81.7K +$93.2K +4,742 New