We are live on ! Find out more
PWP icon

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