Perella Weinberg Partners: which funds bought and sold
Institutions that bought and sold Perella Weinberg Partners shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.
Between March 31, 2026 and June 30, 2026, 96 institutions that filed 13F reports for both quarters added to or opened positions in Perella Weinberg Partners, and 68 cut or closed them. Together they added a net 5.6M shares, +7.5% on what they held at the start of the quarter. Active managers and hedge funds on our list were net buyers of 3.4M shares (+9.0%); index fund managers were net buyers of 1.7M shares (+13.0%). 25 opened a new position and 24 sold out entirely.
Bought, Q2 2026 96 institutions, 25 of them new holders Sold, Q2 2026 68 institutions, 24 of them sold out
Net change, all compared +5.6M shares (+7.5%)
Net change, active managers +3.4M shares (+9.0%), 23 bought, 16 sold
Buyers versus sellers
96 bought 20 68 sold
Active managers and hedge funds 23 bought · 16 sold · +3.4M
Index fund managers 9 bought · 0 sold · +1.7M
Other institutions 64 bought · 52 sold · +525K
Biggest buyers
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| Nomura Asset Management International Inc. | +1.3M +104.1% | 2.5M | $40.7M |
| Wellington Management Group LLP Active manager | +1.3M +32.2% | 5.2M | $82.8M |
| First Eagle Investment Management, LLC Active manager | +1.2M +193.0% | 1.8M | $28.8M |
| Point72 Asset Management, L.P. Hedge fund | +724K New position | 724K | $11.6M |
| Adage Capital Partners Gp, L.L.C. Hedge fund | +700K +26.8% | 3.3M | $52.9M |
| Blackrock, Inc. Index funds | +690K +14.4% | 5.5M | $87.2M |
| Balyasny Asset Management L.P. Hedge fund | +655K New position | 655K | $10.5M |
| Nuveen, LLC | +626K +21.0% | 3.6M | $57.5M |
| Boston Partners Active manager | +559K +28.2% | 2.5M | $40.6M |
| Royce & Associates LP Active manager | +421K +43.3% | 1.4M | $22.2M |
| Marshall Wace, LLP Hedge fund | +327K +103.3% | 644K | $10.3M |
| William Blair Investment Management, LLC Active manager | +314K +7.7% | 4.4M | $70.1M |
| Ameriprise Financial Inc | +302K +15.3% | 2.3M | $36.2M |
| Vanguard Capital Management LLC Index funds | +271K +9.8% | 3.0M | $48.4M |
| State Street Corp Index funds | +264K +14.9% | 2.0M | $32.5M |
| Gw&K Investment Management, LLC | +237K +22.5% | 1.3M | $20.6M |
| Geode Capital Management, LLC Index funds | +212K +13.1% | 1.8M | $29.1M |
| Bank Of America Corp | +199K +15.1% | 1.5M | $24.2M |
| First Trust Advisors LP | +155K New position | 155K | $2.5M |
| Schroder Investment Management Group Active manager | +138K +14.0% | 1.1M | $17.4M |
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| Wellington Management Group LLP Active manager | +1.3M +32.2% | 5.2M | $82.8M |
| First Eagle Investment Management, LLC Active manager | +1.2M +193.0% | 1.8M | $28.8M |
| Point72 Asset Management, L.P. Hedge fund | +724K New position | 724K | $11.6M |
| Adage Capital Partners Gp, L.L.C. Hedge fund | +700K +26.8% | 3.3M | $52.9M |
| Balyasny Asset Management L.P. Hedge fund | +655K New position | 655K | $10.5M |
| Boston Partners Active manager | +559K +28.2% | 2.5M | $40.6M |
| Royce & Associates LP Active manager | +421K +43.3% | 1.4M | $22.2M |
| Marshall Wace, LLP Hedge fund | +327K +103.3% | 644K | $10.3M |
| William Blair Investment Management, LLC Active manager | +314K +7.7% | 4.4M | $70.1M |
| Schroder Investment Management Group Active manager | +138K +14.0% | 1.1M | $17.4M |
Biggest sellers
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| Franklin Resources Inc Active manager | −1.3M −98.9% | 15K | $234,883 |
| Emerald Advisers, LLC | −992K −97.3% | 28K | $439,969 |
| Wasatch Advisors LP Active manager | −754K −67.3% | 367K | $5.9M |
| Emerald Mutual Fund Advisers Trust | −616K −99.1% | 5,763 | $91,977 |
| Walleye Capital LLC Hedge fund | −386K −28.6% | 961K | $15.3M |
| Grandeur Peak Global Advisors, LLC | −334K −79.0% | 89K | $1.4M |
| Pier Capital, LLC | −260K Sold out | 0 | — |
| Frontier Capital Management Co LLC Active manager | −243K −13.0% | 1.6M | $25.9M |
| FMR LLC Active manager | −147K −1.5% | 9.9M | $158M |
| J. Goldman & Co LP Hedge fund | −146K Sold out | 0 | — |
| Sei Investments Co | −129K −21.2% | 481K | $7.7M |
| Jacobs Levy Equity Management, Inc Active manager | −122K Sold out | 0 | — |
| AQR Capital Management LLC Hedge fund | −120K −77.8% | 34K | $547,348 |
| Westwood Holdings Group Inc Active manager | −98K −5.0% | 1.9M | $29.7M |
| Aristotle Capital Boston, LLC | −81K −6.6% | 1.2M | $18.4M |
| Susquehanna International Group, LLP | −79K −87.4% | 11K | $180,587 |
| Goldman Sachs Group Inc | −75K −4.1% | 1.8M | $28.2M |
| Natixis | −54K Sold out | 0 | — |
| Morgan Stanley | −50K −13.6% | 319K | $5.1M |
| Ranger Investment Management, L.P. Active manager | −46K −12.5% | 322K | $5.1M |
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| Franklin Resources Inc Active manager | −1.3M −98.9% | 15K | $234,883 |
| Wasatch Advisors LP Active manager | −754K −67.3% | 367K | $5.9M |
| Walleye Capital LLC Hedge fund | −386K −28.6% | 961K | $15.3M |
| Frontier Capital Management Co LLC Active manager | −243K −13.0% | 1.6M | $25.9M |
| FMR LLC Active manager | −147K −1.5% | 9.9M | $158M |
| J. Goldman & Co LP Hedge fund | −146K Sold out | 0 | — |
| Jacobs Levy Equity Management, Inc Active manager | −122K Sold out | 0 | — |
| AQR Capital Management LLC Hedge fund | −120K −77.8% | 34K | $547,348 |
| Westwood Holdings Group Inc Active manager | −98K −5.0% | 1.9M | $29.7M |
| Ranger Investment Management, L.P. Active manager | −46K −12.5% | 322K | $5.1M |
New positions
| Institution | Shares | Value June 30, 2026 |
|---|---|---|
| Point72 Asset Management, L.P.Hedge fund | 724K | $11.6M |
| Balyasny Asset Management L.P.Hedge fund | 655K | $10.5M |
| First Trust Advisors LP | 155K | $2.5M |
| Freestone Grove Partners LPHedge fund | 118K | $1.9M |
| Atom Investors LP | 77K | $1.2M |
| Cinctive Capital Management LPHedge fund | 75K | $1.2M |
| Jain Global LLCHedge fund | 36K | $568,655 |
| Y-Intercept (Hong Kong) Ltd | 34K | $544,443 |
| Xtx Topco Ltd | 27K | $432,644 |
| Jump Financial, LLC | 27K | $425,972 |
Sold out
| Institution | Shares | Value March 31, 2026 |
|---|---|---|
| Pier Capital, LLC | 260K | $4.7M |
| J. Goldman & Co LPHedge fund | 146K | $2.6M |
| Jacobs Levy Equity Management, IncActive manager | 122K | $2.2M |
| Natixis | 54K | $978,824 |
| Globeflex Capital L P | 40K | $731,975 |
| Dark Forest Capital Management LP | 23K | $411,124 |
| Mariner, LLC | 19K | $341,000 |
| Ieq Capital, LLC | 17K | $301,860 |
| Universal- Beteiligungs- Und Servicegesellschaft Mbh | 15K | $274,942 |
| Mercer Global Advisors Inc | 14K | $262,684 |
Who holds the shares
- Institutions reporting
- 163
- Ten largest holders
- 53.4% of 13F-reported shares
- Index fund managers
- 18.5% of 13F-reported shares
- Active managers and hedge funds
- 51.1% of 13F-reported shares
| Type | Bought | Sold | New | Sold out | Net change in shares | Net % |
|---|---|---|---|---|---|---|
| Active managers and hedge funds | 23 | 16 | 9 | 2 | +3.4M | +9.0% |
| Index fund managers | 9 | 0 | 0 | 0 | +1.7M | +13.0% |
| Other institutions | 64 | 52 | 16 | 22 | +525K | +2.2% |
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