Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

PERELLA WEINBERG PARTNERS (PWP)

154 + Investors. Track Smart Money conviction in PWP. See who's accumulating, reducing, or initiating positions.

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +2
Streak
1Q ▲
Buyers last Q
57%

Smart Money Signals — PWP

Based on 154 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added PWP than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
📊

High ownership — 94% of 3.0Y peak

94% of all-time peak
154 funds currently hold this stock — 94% of the 3.0-year high of 164 funds (reached 2025 Q1). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📉

Outflows — 6% fewer funds vs a year ago

fund count last 6Q
9 fewer hedge funds hold PWP compared to a year ago (-6% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟡

Slight buying edge — 57% buying

93 buying69 selling
Last quarter: 93 funds bought or added vs 69 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~23 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 24 → 24 → 22 → 23. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

53% of holders stayed for 2+ years

53% conviction (2yr+) 30% medium 17% new
82 out of 154 hedge funds have held PWP for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💎

Buying through price weakness — shares +5%, value -15%

Value
-14%
Shares
+5%
Last quarter: funds added +5% more shares while total portfolio value only changed -15%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
➡️

Steady discovery — ~23 new funds/quarter

35 → 24 → 24 → 22 → 23 new funds/Q
New funds entering each quarter: 24 → 24 → 22 → 23. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 54% of holders stayed 2+ years

54% veterans 19% 1-2yr 27% new
Of 154 current holders: 83 (54%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 45% AUM from top-100 funds

45% from top-100 AUM funds
31 of 154 holders are among the 100 largest funds by AUM, controlling 45% of total institutional value in PWP. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.1
out of 10
Low Exit Risk
Exit risk score 3.1/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Hedge Fund Ownership: PWP

How many hedge funds hold PWP — quarterly history vs. share price
Quarterly hedge fund ownership of PWP vs. share price

Market Analysis: PWP

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: PWP

-- --
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

33 top-rated funds 0 high-conviction
Consensus
6.6
/ 10
breadth
×
Elite
0.3
/ 10
conviction
Hedge Fund Positioning: PWP
2026 Q1 Stats Unlock in 20 days 154 + Investors

Track Smart Money conviction in PWP. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 154 154 -
13F Shares 68M 65M 5.31%
Total Value $1.18B $1.38B -14.53%
New Positions 23 23 -
Increased Positions 70 66 +4
Closed Positions 21 26 -5
Reduced Positions 48 52 -4
Total Calls 0 2 -100.0%
Total Puts 0 2 -100.0%
PUT/CALL Ratio 0.0 1.0 Bullish

Statistics: PWP

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
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Institutional Holders (2026 Q1)

154 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in PWP. Verified SEC 13F-HR filings.

Top 25 institutional holders of PWP — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Bull Street Advisors, LLC 0.57% 63,278 $1K
2 WASATCH ADVISORS LP 0.14% 1,120,404 $20.3M
3 WESBANCO BANK INC 0.04% 84,000 $1.5M
4 Nuveen, LLC 0.01% 2,975,457 $54.0M
5 Private Advisor Group, LLC 0.01% 72,012 $1.3M
6 RITHOLTZ WEALTH MANAGEMENT 0.00% 13,710 $249K
7 State of Alaska, Department of Revenue 0.00% 21,497
8 OPPENHEIMER ASSET MANAGEMENT INC. 0.00% 14,086 $256K
9 Police & Firemen's Retirement System of New Jersey 0.00% 16,889 $307K
10 BAYBAN 0.00% 79 $1K
11 Versant Capital Management, Inc 0.00% 596 $11K
12 KLP KAPITALFORVALTNING AS 0.00% 14,200 $258K
13 WOLFF WIESE MAGANA LLC 0.00% 70 $1K
14 True Wealth Design, LLC 0.00% 77 $1K
15 GAMMA Investing LLC 0.00% 427 $8K
16 Pictet Asset Management Holding SA 0.00% 10,804 $196K
17 Sterling Capital Management LLC 0.00% 424 $8K
18 WHITTIER TRUST CO OF NEVADA INC 0.00% 388 $7K
19 IFP Advisors, Inc 0.00% 271 $5K
20 Physician Wealth Advisors, Inc. 0.00% 28
21 NISA INVESTMENT ADVISORS, LLC 0.00% 695 $13K
22 SIGNATUREFD, LLC 0.00% 86 $2K
23 SJS Investment Consulting Inc. 0.00% 7
24 Farther Finance Advisors, LLC 0.00% 85 $2K
25 MassMutual Private Wealth & Trust, FSB 0.00% 20
Investor Ownership
History
% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — PERELLA WEINBERG PARTNERS (PWP)

What does the Smart Money Trend signal show for PWP?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added PWP than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for PWP?

Slight buying edge — 57% buying: Last quarter: 93 funds bought or added vs 69 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for PWP holders?

Elite ownership — 45% AUM from top-100 funds: 31 of 154 holders are among the 100 largest funds by AUM, controlling 45% of total institutional value in PWP. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held PWP?

53% of holders stayed for 2+ years: 82 out of 154 hedge funds have held PWP for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.