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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
B
151
Bayban
Minnesota
$1.44K +$1.55K +79 New
TWD
152
True Wealth Design
Ohio
$1.4K +$786 +40 +108%
WWM
153
Wolff Wiese Magana
California
$1.27K
MCM
154
MAI Capital Management
Ohio
$1.22K +$924 +47 +235%
QL
155
Quarry LP
New York
$1.11K -$197 -10 -14%
PWA
156
Physician Wealth Advisors
Utah
$509
LFG
157
Larson Financial Group
Missouri
$436 -$5.78K -294 -92%
JWM
158
JPL Wealth Management
Colorado
$364 +$393 +20 New
MPWT
159
MassMutual Private Wealth & Trust
Connecticut
$363 +$275 +14 +233%
HI
160
Harbour Investments
Wisconsin
$326 +$334 +17 New
ASN
161
Advisory Services Network
Georgia
$254 +$275 +14 New
SIC
162
SJS Investment Consulting
Ohio
$128 +$138 +7 New
Millennium Management
163
Millennium Management
New York
-$4.83M -279,025 Closed
Hotchkis & Wiley Capital Management
164
Hotchkis & Wiley Capital Management
California
-$2.87M -165,640 Closed
First Trust Advisors
165
First Trust Advisors
Illinois
-$2.55M -147,352 Closed
Jane Street
166
Jane Street
New York
-$1.43M -82,626 Closed
Voloridge Investment Management
167
Voloridge Investment Management
Florida
-$1.32M -76,033 Closed
Federated Hermes
168
Federated Hermes
Pennsylvania
-$566K -32,700 Closed
Verition Fund Management
169
Verition Fund Management
Connecticut
-$562K -32,500 Closed
D.E. Shaw & Co
170
D.E. Shaw & Co
New York
-$502K -28,993 Closed
CCIA
171
Campbell & Co Investment Adviser
Maryland
-$484K -27,952 Closed
Squarepoint
172
Squarepoint
New York
-$476K -27,515 Closed
MAM
173
Martingale Asset Management
Massachusetts
-$398K -23,000 Closed
SG Americas Securities
174
SG Americas Securities
New York
-$323K -18,662 Closed
AFG
175
Atomi Financial Group
New York
-$281K -16,225 Closed

PWP Hedge Fund Activity: Q1 2026 in Review

164 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Perella Weinberg Partners (PWP) for Q1 2026, worth a combined $1.35B — up 14% from $1.19B a quarter earlier.

Sellers outnumbered buyers: 31 funds closed out of PWP and 28 opened new positions — a net loss of 3 holders — while 42 trimmed existing stakes and 72 added.

The largest buyer was Capital World Investors, opening a new position worth an estimated $51.1M. The largest seller was Morgan Stanley, cutting an estimated $15.1M.

  • 164 institutional investors held Perella Weinberg Partners (PWP) as of Q1 2026, down from 170 in Q4 2025.
  • Funds reported $1.35B of Perella Weinberg Partners stock for Q1 2026, up 14% quarter-over-quarter.
  • 28 funds opened new Perella Weinberg Partners positions in Q1 2026 and 31 closed out, a net change of -3 holders.
  • The largest Perella Weinberg Partners buyer in Q1 2026 was Capital World Investors, an estimated $51.1M added.
  • The largest Perella Weinberg Partners seller in Q1 2026 was Morgan Stanley, an estimated $15.1M sold.

Based on aggregated 13F filings for Q1 2026.