Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Perella Weinberg Partners (PWP)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -5
Streak
1Q ▼
Buyers last Q
58%

Smart Money Signals — PWP

Based on 159 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their PWP positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 94% of 3.0Y peak

94% of all-time peak
159 funds currently hold this stock — 94% of the 3.0-year high of 169 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
10 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 — 58% buying

98 buying71 selling
Last quarter: 98 funds bought or added vs 71 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 — ~26 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 27 → 24 → 25 → 26. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

50% of holders stayed for 2+ years

■ 50% conviction (2yr+) ■ 25% medium ■ 25% new
80 out of 159 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.
➡️

Steady discovery — ~26 new funds/quarter

25 → 27 → 24 → 25 → 26 new funds/Q
New funds entering each quarter: 27 → 24 → 25 → 26. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 49% veterans vs 31% newcomers

■ 49% veterans ■ 19% 1-2yr ■ 31% new
Entry-cohort mix of 159 holders: 78 (49%) are 2+ year veterans, 31 entered 1–2 years ago, and 50 (31%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 43% AUM from top-100 funds

43% from top-100 AUM funds
41 of 159 holders are among the 100 largest funds by AUM, controlling 43% 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.
3.3
out of 10
Low Exit Risk
Exit risk score 3.3/10 — 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.

Institutional Sentiment Summary — PWP

In 2026 Q1, 98 hedge funds were net buyers of PWP (26 opened a new position, 72 added to an existing one), while 71 reduced or exited (40 trimmed, 31 sold completely) — a 58% buyer ratio, indicating a slight buying edge. 43% of total institutional value in PWP is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -5 funds (more exits than new entries). Total institutional holders: 159.

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

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Perella Weinberg Partners (PWP) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much PWP has moved relative to its sector benchmark (XLF) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 80d ago
PWP
nan%
XLF
+9.5%

PWP outperformed XLF by nan% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 35d ago
PWP
nan%
XLF
+5.8%

Since the filing became public, PWP outperformed XLF by nan% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

20 top-rated funds 0 high-conviction
Consensus
5.7
/ 10
breadth
×
Elite
0.9
/ 10
conviction
Hedge Fund Positioning: PWP
159 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 159 164 -3.05%
13F Shares 74M 69M 8.58%
Total Value $1.33B $1.18B 12.0%
New Positions 26 25 +1
Increased Positions 72 70 +2
Closed Positions 31 22 +9
Reduced Positions 40 52 -12
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: PWP

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

159 + investors

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

QUARTER:
Top 25 PWP holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Grandeur Peak Global Advisors, LLC 1.80% 423,510 $7.7M
2 Aristotle Capital Boston, LLC 1.39% 1,233,458 $22.4M
3 Pier Capital, LLC 0.78% 260,184 $4.7M
4 Basswood Capital Management, L.L.C. 0.68% 788,737 $14.3M
5 Emerald Advisers, LLC 0.59% 1,019,869 $18.5M
6 Emerald Mutual Fund Advisers Trust 0.55% 621,774 $11.3M
7 Riverwater Partners LLC 0.55% 90,241 $1.6M
8 Ranger Investment Management, L.P. 0.48% 367,855 $6.7M
9 Frontier Capital Management Co LLC 0.35% 1,867,595 $33.9M
10 Ceredex Value Advisors LLC 0.33% 580,900 $10.5M
11 Westwood Holdings Group Inc 0.26% 1,958,252 $35.6M
12 William Blair Investment Management, LLC 0.24% 4,076,313 $74.0M
13 Royce & Associates LP 0.17% 971,991 $17.7M
14 Wasatch Advisors LP 0.14% 1,120,404 $20.3M
15 Globeflex Capital L P 0.11% 40,307 $732K
16 Walleye Capital LLC 0.10% 1,346,310 $24.4M
17 Ancora Advisors LLC 0.08% 208,276 $3.8M
18 J. Goldman & Co LP 0.08% 145,619 $2.6M
19 Adage Capital Partners GP, L.L.C. 0.07% 2,611,858 $47.4M
20 Silvercrest Asset Management Group LLC 0.06% 463,433 $8.4M
21 Penn Capital Management Company, LLC 0.06% 40,012 $727K
22 Wesbanco Bank Inc 0.04% 84,000 $1.5M
23 Nomura Asset Management International INC. 0.04% 1,249,136 $22.7M
24 Boston Partners 0.04% 1,983,844 $36.0M
25 Dark Forest Capital Management LP 0.04% 22,639 $411K
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?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their PWP positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for PWP?

Slight buying edge — 58% buying: Last quarter: 98 funds bought or added vs 71 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 — 43% AUM from top-100 funds: 41 of 159 holders are among the 100 largest funds by AUM, controlling 43% 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?

50% of holders stayed for 2+ years: 80 out of 159 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.

Is it too late to buy Perella Weinberg Partners (PWP) following the 2026 Q1 hedge fund 13F filings?

As of today, PWP has moved nan% since the 2026 Q1 13F filing date (May 15, 2026), compared to +5.8% for the XLF sector ETF — an outperformance of nan%. Since the quarter end (March 31, 2026), PWP has gained nan% vs +9.5% for XLF. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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.

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