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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
TRCT
126
Tower Research Capital (TRC)
New York
$45.1K -$71.2K -3,624 -59%
SOW
127
State of Wyoming
Wyoming
$42.8K -$307K -15,630 -87%
AssetMark Inc
128
AssetMark Inc
California
$35.4K +$10K +510 +35%
QCG
129
Quadrant Capital Group
Ohio
$33.6K +$8.76K +446 +32%
AF
130
Allworth Financial
California
$13.3K +$13.9K +707 +2,719%
Nisa Investment Advisors
131
Nisa Investment Advisors
Missouri
$12.6K
VCM
132
Versant Capital Management
Arizona
$10.8K -$12.2K -621 -51%
Osaic Holdings
133
Osaic Holdings
Arizona
$10.4K -$393 -20 -3%
AAP
134
Arax Advisory Partners
Colorado
$9.84K -$2.61K -133 -20%
EP
135
Essential Partners
California
$9.52K +$9.2K +468 +836%
ACM
136
Aster Capital Management
United Arab Emirates
$8.46K +$9.04K +460 New
GI
137
GAMMA Investing
California
$7.75K +$1.45K +74 +21%
SAM
138
Smartleaf Asset Management
Massachusetts
$7.75K
EWA
139
EverSource Wealth Advisors
Alabama
$7.7K -$138 -7 -2%
SCM
140
Sterling Capital Management
North Carolina
$7.7K +$216 +11 +3%
Optiver Holding
141
Optiver Holding
Netherlands
$7.08K -$2.04K -104 -21%
WTC
142
WhitTier Trust Company
Nevada
$6.88K
IA
143
IFP Advisors
Florida
$4.92K +$4.91K +250 +1,190%
PA
144
Parallel Advisors
California
$4.79K +$1.61K +82 +45%
RIL
145
Rothschild Investment LLC
Illinois
$2.25K +$1.69K +86 +226%
ZBNA
146
Zions Bancorporation, National Association
Utah
$1.93K +$393 +20 +23%
S
147
SignatureFD
Georgia
$1.56K -$2.75K -140 -62%
HNB
148
Huntington National Bank
Ohio
$1.56K +$1.69K +86 New
FFA
149
Farther Finance Advisors
California
$1.53K +$472 +24 +39%
JFGIW
150
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.47K