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PWP · Financial Services

PERELLA WEINBERG PARTNERS

USA Financial Services Filing: 2025-12-31
Smart-money confidence · 1 of 3 sources firing
Bearish — money moving out

No standout activity across the feeds we track.

Hedge funds
20
Congress
No data
Insiders
No data
Cross-source blend of hedge-fund breadth, Congress trades, and insider Form 4s.  ·  how the score works
◆ Next steps Interested in PERELLA WEINBERG PARTNERS? Here's what to do with it.
Not financial advice. Bogen Capital surfaces public SEC filings — you decide what to do with them.
Market cap
$1.5B
Industry
Capital Markets
Sector
Financial Services
Exchange
NasdaqGS
About PERELLA WEINBERG PARTNERS

Perella Weinberg Partners, an independent advisory firm, provides strategic and financial advice services in the United States, the United Kingdom, and internationally. It offers advisory services related to strategic and financial decisions, mergers and acquisition execution, shareholder engagement advisory, and financing and capital solutions advice with a focus on restructuring, liability management, capital markets advisory, and private capital placement, as well as underwriting and research services primarily for the energy and related industries. The company serves public multinational…

Who's behind the signal
Every informed buyer we can see on PWP, across all three feeds.
Hedge funds · 4
D.E. Shaw & Co New position
AQR Capital Management Increased +11%
Citadel Advisors Decreased −42%
Congress · 0
No congressional trades on record.
Insiders
No significant Form 4 insider activity in the window.
Not a model pick — but on our radar. PERELLA WEINBERG PARTNERS isn't in the top-10 model right now, but 4 tracked investors hold it. Everything below is real signal from public filings — treat this as a watch candidate, not a conviction call.
4
Investors
1
New positions
2
Increasing
1
Decreasing
0
Unchanged
Price History
Loading price data...
Return: High: Low:
Who's Holding This Stock
Position sizes and recent activity from tracked institutional investors
Trust weight: 1.0×
New position
% of portfolio
0.0%
Position change
NEW
0.0% of D.E. Shaw & Co's portfolio
Trust weight: 1.0×
Increased +11%
% of portfolio
0.0%
Position change
+11%
0.0% of AQR Capital Management's portfolio
Trust weight: 1.0×
Increased +1896%
% of portfolio
0.0%
Position change
+1896%
0.0% of Millennium Management's portfolio
Trust weight: 1.0×
Decreased −42%
% of portfolio
0.0%
Position change
−42%
0.0% of Citadel Advisors's portfolio
Portfolio Allocation
How much of each investor's portfolio is allocated to PERELLA WEINBERG PARTNERS
⚠ Disclaimer: This page is for informational purposes only. Holdings data from SEC EDGAR 13F filings, delayed up to 135 days. Not a recommendation to buy or sell PERELLA WEINBERG PARTNERS or any security.

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