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Perella Weinberg Partners

163 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)

2.06% more ownership

Funds ownership: 104.84%106.9% (+2.1%)

10% less first-time investments, than exits

New positions opened: 28 | Existing positions closed: 31

4% less funds holding

Funds holding: 169163 (-6)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $7K

Holders
163
Holders Change
-6
Holders Change %
-3.55%
% of All Funds
2.01%
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
Fidelity Investments
1
Fidelity Investments
Massachusetts
$182M +$4.81M +244,822 +2%
BlackRock
2
BlackRock
New York
$86.7M +$570K +28,985 +0.6%
William Blair Investment Management
3
William Blair Investment Management
Illinois
$74M +$2.56M +130,150 +3%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$71.3M +$3.3M +167,995 +4%
N
5
Nuveen
North Carolina
$54M +$2.24M +114,052 +4%
VCM
6
Vanguard Capital Management
Pennsylvania
$50.1M +$54.3M +2,761,518 New
Adage Capital Partners
7
Adage Capital Partners
Massachusetts
$47.4M +$615K +31,287 +1%
Capital World Investors
8
Capital World Investors
California
$47.3M +$51.1M +2,602,595 New
Boston Partners
9
Boston Partners
Massachusetts
$36M +$11.9M +604,905 +44%
Ameriprise
10
Ameriprise
Minnesota
$35.7M +$7.29M +371,148 +23%
WHG
11
Westwood Holdings Group
Texas
$35.6M -$1.31M -66,653 -3%
FCM
12
Frontier Capital Management
Massachusetts
$33.9M +$12.7M +646,762 +53%
Goldman Sachs
13
Goldman Sachs
New York
$33.4M +$6.01M +305,602 +20%
State Street
14
State Street
Massachusetts
$32.2M -$466K -23,734 -1%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$29.3M +$2M +101,687 +7%
Walleye Capital
16
Walleye Capital
New York
$24.4M -$2.35M -119,563 -8%
Franklin Resources
17
Franklin Resources
California
$24.4M +$590K +30,041 +2%
Bank of America
18
Bank of America
North Carolina
$23.9M +$7.59M +386,473 +42%
Raymond James Financial
19
Raymond James Financial
Florida
$22.9M -$998K -50,778 -4%
NAMI
20
Nomura Asset Management International
Pennsylvania
$22.7M +$6.61M +336,406 +37%
ACB
21
Aristotle Capital Boston
Massachusetts
$22.4M +$14.7M +745,994 +153%
WA
22
Wasatch Advisors
Utah
$20.3M -$828K -42,135 -4%
GKIM
23
GW&K Investment Management
Massachusetts
$19.1M +$5.04M +256,511 +32%
EA
24
Emerald Advisers
Pennsylvania
$18.5M +$612K +31,163 +3%
RA
25
Royce & Associates
New York
$17.7M +$768K +39,100 +4%