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Perella Weinberg Partners

168 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, 71 increasing their positions, 51 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
168
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$273K
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KAS
126
Kemnay Advisory Services
New York
$86.4K
Carson Wealth (CWM LLC)
127
Carson Wealth (CWM LLC)
Nebraska
$79K
TM
128
Torren Management
California
$62.1K
Los Angeles Capital Management
129
Los Angeles Capital Management
California
$44.8K
AB
130
Amalgamated Bank
New York
$34K
AssetMark Inc
131
AssetMark Inc
California
$24.9K
QCG
132
Quadrant Capital Group
Ohio
$24.3K
VCM
133
Versant Capital Management
Arizona
$21.1K
Nisa Investment Advisors
134
Nisa Investment Advisors
Missouri
$12K
AAP
135
Arax Advisory Partners
Colorado
$11.7K
Osaic Holdings
136
Osaic Holdings
Arizona
$10.2K
Optiver Holding
137
Optiver Holding
Netherlands
$8.55K
FHC
138
First Horizon Corporation
Tennessee
$8.13K
SAM
139
Smartleaf Asset Management
Massachusetts
$7.73K
EWA
140
EverSource Wealth Advisors
Alabama
$7.46K
WTC
141
WhitTier Trust Company
Nevada
$7.3K
SCM
142
Sterling Capital Management
North Carolina
$7.14K
BIA
143
Bell Investment Advisors
California
$6.4K
GI
144
GAMMA Investing
California
$6.11K
LFG
145
Larson Financial Group
Missouri
$5.5K
S
146
SignatureFD
Georgia
$3.91K
PA
147
Parallel Advisors
California
$3.15K
Northwestern Mutual Wealth Management
148
Northwestern Mutual Wealth Management
Wisconsin
$2.51K
PWPS
149
Pinnacle Wealth Planning Services
Ohio
$2.21K
ZBNA
150
Zions Bancorporation, National Association
Utah
$1.49K