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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
ZBNA
151
Zions Bancorporation, National Association
Utah
$1.49K +$1.6K +86 New
JFGIW
152
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.4K
QL
153
Quarry LP
New York
$1.23K -$579 -31 -30%
WWM
154
Wolff Wiese Magana
California
$1.21K
GRP
155
Global Retirement Partners
California
$1.18K +$392 +21 +45%
Fifth Third Bancorp
156
Fifth Third Bancorp
Ohio
$1.11K -$149 -8 -11%
FFA
157
Farther Finance Advisors
California
$1.05K +$429 +23 +61%
BBHC
158
Brown Brothers Harriman & Co
New York
$1.04K +$1.12K +60 New
EP
159
Essential Partners
California
$969 +$1.01K +54 +2,700%
RIL
160
Rothschild Investment LLC
Illinois
$657 -$1.16K -62 -62%
TWD
161
True Wealth Design
Ohio
$641
PWA
162
Physician Wealth Advisors
Utah
$485 +$523 +28 New
AF
163
Allworth Financial
California
$450 +$168 +9 +53%
IA
164
IFP Advisors
Florida
$363
MCM
165
MAI Capital Management
Ohio
$346 +$373 +20 New
SS
166
Sunbelt Securities
Texas
$173 +$187 +10 New
MPWT
167
MassMutual Private Wealth & Trust
Connecticut
$104
Macquarie Group
168
Macquarie Group
Australia
-$22.4M -1,049,755 Closed
LIP
169
Lighthouse Investment Partners
Florida
-$4.44M -208,034 Closed
BFM
170
Boothbay Fund Management
New York
-$2.78M -130,298 Closed
ACM
171
Aquatic Capital Management
Illinois
-$2.12M -99,539 Closed
Calamos Advisors
172
Calamos Advisors
Illinois
-$1.7M -79,562 Closed
YIH
173
Y-Intercept (HK)
Hong Kong
-$1.38M -64,733 Closed
XT
174
XTX Topco
Cayman Islands
-$664K -31,121 Closed
Renaissance Technologies
175
Renaissance Technologies
New York
-$546K -25,600 Closed