Jim Simons
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Jim Simons’s Perella Weinberg Partners PWP Stock Holding History

Jim Simons’s Portfolio PWP Stock Details PWP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-25,600
Closed -$546K – 3663
2025
Q3 		$546K Sell
25,600
-188,000
-88% -$4.02M ﹤0.01% 2751
2025
Q2 		$4.15M Sell
213,600
-37,700
-15% -$666K 0.01% 1644
2025
Q1 		$4.62M Sell
251,300
-1,600
-0.6% -$36.3K 0.01% 1483
2024
Q4 		$6.03M Sell
252,900
-11,800
-4% -$274K 0.01% 1329
2024
Q3 		$5.11M Sell
264,700
-57,900
-18% -$1.06M 0.01% 1426
2024
Q2 		$5.24M Sell
322,600
-18,600
-5% -$281K 0.01% 1268
2024
Q1 		$4.82M Buy
341,200
+129,100
+61% +$1.62M 0.01% 1426
2023
Q4 		$2.59M Buy
212,100
+32,700
+18% +$356K ﹤0.01% 1787
2023
Q3 		$1.83M Buy
179,400
+15,600
+10% +$159K ﹤0.01% 1921
2023
Q2 		$1.36M Buy
163,800
+5,000
+3% +$41.3K ﹤0.01% 2253
2023
Q1 		$1.45M Buy
158,800
+30,300
+24% +$303K ﹤0.01% 2227
2022
Q4 		$1.26M Buy
128,500
+34,500
+37% +$295K ﹤0.01% 2388
2022
Q3 		$595K Sell
94,000
-48,200
-34% -$342K ﹤0.01% 2823
2022
Q2 		$829K Buy
142,200
+92,800
+188% +$671K ﹤0.01% 2835
2022
Q1 		$467K Sell
49,400
-244
-0.5% -$2.6K ﹤0.01% 3240
2021
Q4 		$638K Buy
49,644
+37,344
+304% +$491K ﹤0.01% 2964
2021
Q3 		$163K Buy
+12,300
New +$164K ﹤0.01% 3247

Other funds holding PWP

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Jim Simons's PWP Position: Q4 2025 in Review

Jim Simons sold out of Perella Weinberg Partners (PWP) in Q4 2025, closing a stake of 25,600 shares — an estimated $546K sold.

Jim Simons first reported a position in PWP in Q3 2021 and held it in 17 quarters. The position peaked at $6.03M in Q4 2024. 170 funds tracked by Wall St. Rank hold PWP as of Q4 2025.

  • Jim Simons reported no remaining Perella Weinberg Partners position as of Q4 2025 after selling out during the quarter.
  • Jim Simons sold 25,600 Perella Weinberg Partners shares in Q4 2025, an estimated $546K.
  • Jim Simons first reported a position in Perella Weinberg Partners in Q3 2021 and held it in 17 quarters.
  • Jim Simons's Perella Weinberg Partners position peaked at $6.03M in Q4 2024.
  • 170 funds tracked by Wall St. Rank held Perella Weinberg Partners as of Q4 2025.

Based on Renaissance Technologies's 13F filing for Q4 2025, filed 12 Feb 2026.