PERELLA WEINBERG PARTNERS (PWP): Institutional Ownership
Hedge funds and institutional managers reporting a position in PWP · Financials. Based on the most recent 13F filing from each holder, sourced from SEC EDGAR.
Reported Holders
13
13F filers
Aggregate Value
$88.8M
Across holders
Last Price
$16.56
2026-06-26
Sector
Financials
GICS
Holder activity7 new2 added4 reduced
| Manager⇅ | Type⇅ | Shares⇅ | Market Value▼ | % of Total⇅ | % of Portfolio⇅ | Action⇅ | QoQ Change⇅ | Quarter⇅ |
|---|---|---|---|---|---|---|---|---|
| ADAGE CAPITAL PARTNERS GP, L.L.C. CIK 0001165408 | Hedge Fund | 2.61M | $47.4M | 53.4% | 0.1% | Added | +$568K | Q1 2026 |
| Walleye Capital LLC CIK 0001758720 | Hedge Fund | 1.35M | $24.4M | 27.5% | 0.1% | Reduced | $-2.2M | Q1 2026 |
| BALYASNY ASSET MANAGEMENT LLC CIK 0001218710 | Hedge Fund | 423K | $7.8M | 8.8% | 0.0% | New | — | Q1 2025 |
| MARSHALL WACE, LLP CIK 0001318757 | Hedge Fund | 198K | $3.6M | 4.1% | 0.0% | New | — | Q1 2026 |
| ExodusPoint Capital Management, LP CIK 0001736225 | Hedge Fund | 118K | $2.3M | 2.6% | 0.0% | New | — | Q2 2025 |
| CITADEL ADVISORS LLC CIK 0001423053 | Hedge Fund | 45K | $812K | 0.9% | 0.0% | Added | +$92K | Q1 2026 |
| TWO SIGMA INVESTMENTS, LP CIK 0001179392 | Hedge Fund | 41K | $800K | 0.9% | 0.0% | New | — | Q2 2025 |
| Verition Fund Management LLC CIK 0001454027 | Hedge Fund | 33K | $562K | 0.6% | 0.0% | New | — | Q4 2025 |
| RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 | Hedge Fund | 26K | $546K | 0.6% | 0.0% | Reduced | $-4.0M | Q3 2025 |
| Qube Research & Technologies Ltd CIK 0001729829 | Hedge Fund | 15K | $319K | 0.4% | 0.0% | New | — | Q3 2025 |
| Man Group plc CIK 0001637460 | Hedge Fund | 10K | $174K | 0.2% | 0.0% | New | — | Q4 2025 |
| First Eagle Investment Management, LLC CIK 0001325447 | Institutional Manager | 197 | $4K | 0.0% | 0.0% | Reduced | $-10.6M | Q1 2026 |
| AQR CAPITAL MANAGEMENT LLC CIK 0001167557 | Hedge Fund | 13 | $236 | 0.0% | 0.0% | Reduced | $-9K | Q1 2026 |
Added
Hedge Fund
$47.4M· 53.4% of total· 0.1% port· 2.61M sh· +$568K QoQ· Q1 2026
Reduced
Hedge Fund
$24.4M· 27.5% of total· 0.1% port· 1.35M sh· $-2.2M QoQ· Q1 2026
New
Hedge Fund
$7.8M· 8.8% of total· 0.0% port· 423K sh· — QoQ· Q1 2025
New
Hedge Fund
$3.6M· 4.1% of total· 0.0% port· 198K sh· — QoQ· Q1 2026
New
Hedge Fund
$2.3M· 2.6% of total· 0.0% port· 118K sh· — QoQ· Q2 2025
Added
Hedge Fund
$812K· 0.9% of total· 0.0% port· 45K sh· +$92K QoQ· Q1 2026
New
Hedge Fund
$800K· 0.9% of total· 0.0% port· 41K sh· — QoQ· Q2 2025
New
Hedge Fund
$562K· 0.6% of total· 0.0% port· 33K sh· — QoQ· Q4 2025
Reduced
Hedge Fund
$546K· 0.6% of total· 0.0% port· 26K sh· $-4.0M QoQ· Q3 2025
New
Hedge Fund
$319K· 0.4% of total· 0.0% port· 15K sh· — QoQ· Q3 2025
New
Hedge Fund
$174K· 0.2% of total· 0.0% port· 10K sh· — QoQ· Q4 2025
Reduced
Institutional Manager
$4K· 0.0% of total· 0.0% port· 197 sh· $-10.6M QoQ· Q1 2026
Reduced
Hedge Fund
$236· 0.0% of total· 0.0% port· 13 sh· $-9K QoQ· Q1 2026