Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Perella Weinberg Partners (PWP)

162 + 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
58%

Smart Money Signals — PWP

Based on 163 hedge funds · latest filing: 2026 Q2 · 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 (96% of max)

96% of all-time peak
163 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 (-2 funds, -1% change). No significant rush to buy or sell — institutional backing is holding steady.
🟡

Slight buying edge — 58% buying

100 buying73 selling
Last quarter: 100 funds bought or added vs 73 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 — ~30 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 24 → 25 → 26 → 30. 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
81 out of 163 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.
📈

Growing discovery — still being found

28 → 24 → 25 → 26 → 30 new funds/Q
New funds entering each quarter: 24 → 25 → 26 → 30. A growing number of institutions are discovering PWP each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 52% veterans vs 29% newcomers

■ 52% veterans ■ 19% 1-2yr ■ 29% new
Entry-cohort mix of 164 holders: 86 (52%) are 2+ year veterans, 31 entered 1–2 years ago, and 47 (29%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 54% AUM from top-100 funds

54% from top-100 AUM funds
44 of 163 holders are among the 100 largest funds by AUM, controlling 54% 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.
3.4
out of 10
Low Exit Risk
Exit risk score 3.4/10 — 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 Q2, 100 hedge funds were net buyers of PWP (30 opened a new position, 70 added to an existing one), while 73 reduced or exited (46 trimmed, 27 sold completely) — a 58% buyer ratio, indicating a slight buying edge. 54% 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: 163.

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

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

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

12 top-rated funds 0 high-conviction
Consensus
4.8
/ 10
breadth
×
Elite
0.3
/ 10
conviction
Hedge Fund Positioning: PWP
162 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 162 160 1.25%
13F Shares 79M 74M 5.9%
Total Value $1.23B $1.33B -6.88%
New Positions 30 26 +4
Increased Positions 69 73 -4
Closed Positions 28 31 -3
Reduced Positions 45 40 +5
Total Calls 1 0 100%
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: PWP

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Institutional Holders (2026 Q2)

162 + 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 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Aristotle Capital Boston, LLC 1.23% 1,152,220 $18.4M
2 Basswood Capital Management, L.L.C. 0.50% 788,737 $12.6M
3 Ranger Investment Management, L.P. 0.33% 321,985 $5.1M
4 Ceredex Value Advisors LLC 0.25% 567,000 $9.0M
5 Frontier Capital Management Co LLC 0.24% 1,624,195 $25.9M
6 Westwood Holdings Group Inc 0.22% 1,860,521 $29.7M
7 Riverwater Partners LLC 0.22% 46,447 $741K
8 William Blair Investment Management, LLC 0.21% 4,390,541 $70.1M
9 Royce & Associates LP 0.18% 1,393,188 $22.2M
10 Kings Path Partners LLC 0.17% 22,060 $470K
11 Atom Investors LP 0.11% 76,787 $1.2M
12 Adage Capital Partners GP, L.L.C. 0.07% 3,311,618 $52.9M
13 Nomura Asset Management International INC. 0.06% 2,549,221 $40.7M
14 Walleye Capital LLC 0.05% 960,597 $15.3M
15 Wesbanco Bank Inc 0.05% 124,000 $2.0M
16 Silvercrest Asset Management Group LLC 0.05% 441,460 $7.0M
17 Cinctive Capital Management LP 0.04% 75,324 $1.2M
18 Blueshift Asset Management, LLC 0.04% 11,312 $181K
19 Wasatch Advisors LP 0.04% 366,781 $5.9M
20 Boston Partners 0.04% 2,543,113 $40.6M
21 Penn Capital Management Company, LLC 0.03% 32,362 $516K
22 Voleon Capital Management LP 0.03% 93,955 $1.5M
23 Wescott Financial Advisory Group, LLC 0.03% 20,513 $327K
24 First Eagle Investment Management, LLC 0.02% 901,189 $14.4M
25 Kennedy Capital Management LLC 0.02% 58,560 $935K
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 — 58% buying: Last quarter: 100 funds bought or added vs 73 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 — 54% AUM from top-100 funds: 44 of 163 holders are among the 100 largest funds by AUM, controlling 54% 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: 81 out of 163 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.

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