undamentalytics Newsletter

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

institutions compared, 184
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

by change in shares held
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

Biggest sellers

by change in shares held
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

New positions

largest by value
InstitutionSharesValue 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

largest by value
InstitutionSharesValue 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

13F holdings at June 30, 2026
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
Buying and selling by type of institution, March 31, 2026 to June 30, 2026
TypeBoughtSoldNewSold outNet change in sharesNet %
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%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

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