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.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +3
Streak
1Q ▲
Buyers last Q
57%

Smart Money Signals — PWP

Based on 164 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.
🏔️

At the ownership peak (97% of max)

97% of all-time peak
164 hedge funds hold PWP right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding PWP is almost the same as a year ago (-4 funds, -2% change). No significant rush to buy or sell — institutional backing is holding steady.
🟡

Slight buying edge — 57% buying

97 buying74 selling
Last quarter: 97 funds bought or added vs 74 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 — ~25 new funds per quarter

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

51% of holders stayed for 2+ years

■ 51% conviction (2yr+) ■ 30% medium ■ 19% new
84 out of 164 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 -14%

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

Steady discovery — ~25 new funds/quarter

37 → 25 → 27 → 24 → 25 new funds/Q
New funds entering each quarter: 25 → 27 → 24 → 25. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 52% of holders stayed 2+ years

■ 52% veterans ■ 18% 1-2yr ■ 30% new
Of 164 current holders: 85 (52%) 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 — 47% AUM from top-100 funds

47% from top-100 AUM funds
45 of 164 holders are among the 100 largest funds by AUM, controlling 47% 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 2025 Q4, 97 hedge funds were net buyers of PWP (25 opened a new position, 72 added to an existing one), while 74 reduced or exited (52 trimmed, 22 sold completely) — a 57% buyer ratio, indicating a slight buying edge. 47% of total institutional value in PWP is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +3 funds (more new holders than closures). Total institutional holders: 164.

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 · 49d ago
PWP
+0.9%
XLF
+4.8%

PWP outperformed XLF by -3.9% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 4d ago
PWP
-2.4%
XLF
+1.2%

Since the filing became public, PWP outperformed XLF by -3.6% .

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.

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 1 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) --
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Price/Book (mrq) --
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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Profit Margin --
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Diluted EPS (ttm) --
Total Cash (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.

QUARTER:
Top 25 institutional holders of PWP — 2025 Q4 · 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 Bull Street Advisors, LLC 0.57% 63,278 $1K
7 EMERALD MUTUAL FUND ADVISERS TRUST 0.55% 621,774 $11.3M
8 Riverwater Partners LLC 0.55% 90,241 $1.6M
9 Ranger Investment Management, L.P. 0.48% 367,855 $6.7M
10 FRONTIER CAPITAL MANAGEMENT CO LLC 0.35% 1,867,595 $33.9M
11 Ceredex Value Advisors LLC 0.33% 580,900 $10.5M
12 WESTWOOD HOLDINGS GROUP INC 0.26% 1,958,252 $35.6M
13 WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 0.24% 4,076,313 $74.0M
14 ROYCE & ASSOCIATES LP 0.17% 971,991 $17.7M
15 GW&K Investment Management, LLC 0.17% 1,054,005 $19K
16 WASATCH ADVISORS LP 0.14% 1,120,404 $20.3M
17 GLOBEFLEX CAPITAL L P 0.11% 40,307 $732K
18 Walleye Capital LLC 0.10% 1,346,310 $24.4M
19 Ancora Advisors LLC 0.08% 208,276 $3.8M
20 J. Goldman & Co LP 0.08% 145,619 $2.6M
21 ADAGE CAPITAL PARTNERS GP, L.L.C. 0.07% 2,611,858 $47.4M
22 SILVERCREST ASSET MANAGEMENT GROUP LLC 0.06% 463,433 $8.4M
23 Penn Capital Management Company, LLC 0.06% 40,012 $727K
24 WESBANCO BANK INC 0.04% 84,000 $1.5M
25 NOMURA ASSET MANAGEMENT INTERNATIONAL INC. 0.04% 1,249,136 $22.7M
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: 97 funds bought or added vs 74 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 — 47% AUM from top-100 funds: 45 of 164 holders are among the 100 largest funds by AUM, controlling 47% 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?

51% of holders stayed for 2+ years: 84 out of 164 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 -2.4% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.2% for the XLF sector ETF — an outperformance of -3.6%. Since the quarter end (March 31, 2026), PWP has gained +0.9% vs +4.8% 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.