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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
AIP
126
Ameritas Investment Partners
Nebraska
$89.9K
KAS
127
Kemnay Advisory Services
New York
$86.4K +$93.2K +4,995 New
Carson Wealth (CWM LLC)
128
Carson Wealth (CWM LLC)
Nebraska
$79K +$2.91K +156 +4%
TM
129
Torren Management
California
$62.1K +$67K +3,592 New
Los Angeles Capital Management
130
Los Angeles Capital Management
California
$44.8K +$44.4K +2,378 New
AB
131
Amalgamated Bank
New York
$34K +$3.04K +163 +9%
AssetMark Inc
132
AssetMark Inc
California
$24.9K
QCG
133
Quadrant Capital Group
Ohio
$24.3K +$5.13K +275 +24%
VCM
134
Versant Capital Management
Arizona
$21.1K +$224 +12 +1%
Nisa Investment Advisors
135
Nisa Investment Advisors
Missouri
$12K
AAP
136
Arax Advisory Partners
Colorado
$11.7K -$3.02K -162 -19%
Osaic Holdings
137
Osaic Holdings
Arizona
$10.2K -$877 -47 -7%
Optiver Holding
138
Optiver Holding
Netherlands
$8.55K +$112 +6 +1%
FHC
139
First Horizon Corporation
Tennessee
$8.13K +$3.21K +172 +58%
SAM
140
Smartleaf Asset Management
Massachusetts
$7.73K +$1.62K +87 +24%
EWA
141
EverSource Wealth Advisors
Alabama
$7.46K -$5.73K -307 -42%
WTC
142
WhitTier Trust Company
Nevada
$7.3K
SCM
143
Sterling Capital Management
North Carolina
$7.14K +$4.89K +262 +174%
BIA
144
Bell Investment Advisors
California
$6.4K +$6.91K +370 New
GI
145
GAMMA Investing
California
$6.11K -$317 -17 -5%
LFG
146
Larson Financial Group
Missouri
$5.5K +$5.24K +281 +759%
S
147
SignatureFD
Georgia
$3.91K +$317 +17 +8%
PA
148
Parallel Advisors
California
$3.15K -$75 -4 -2%
Northwestern Mutual Wealth Management
149
Northwestern Mutual Wealth Management
Wisconsin
$2.51K +$2.71K +145 New
PWPS
150
Pinnacle Wealth Planning Services
Ohio
$2.21K +$2.39K +128 New