PWP icon

Perella Weinberg Partners

164 hedge funds and large institutions have $1.19B invested in Perella Weinberg Partners in 2025 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 87 increasing their positions, 35 reducing their positions, and 33 closing their positions.

Holders
164
Holders Change
-7
Holders Change %
-4.09%
% of All Funds
2.2%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
29
Increased
87
Reduced
35
Closed
33
Calls
$49K
Puts
$8K
Net Calls
+$41K
Net Calls Change
-$93K
Name Market Value Shares Shares
Change
Shares
Change %
Fidelity Investments
1
Fidelity Investments
Massachusetts
$165M 8,506,941 +242,437 +3%
BlackRock
2
BlackRock
New York
$90.2M 4,644,374 +368,154 +9%
Wellington Management Group
3
Wellington Management Group
Massachusetts
$84.5M 4,352,753 +1,343,269 +45%
Vanguard Group
4
Vanguard Group
Pennsylvania
$68.6M 3,534,004 +383,384 +12%
Adage Capital Partners
5
Adage Capital Partners
Massachusetts
$60.9M 3,136,484 +1,328,312 +73%
William Blair Investment Management
6
William Blair Investment Management
Illinois
$44M 2,268,265 +934,382 +70%
State Street
7
State Street
Massachusetts
$32.7M 1,681,260 +115,879 +7%
Ameriprise
8
Ameriprise
Minnesota
$30.6M 1,575,063 +698,021 +80%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$29M 1,490,650 +146,352 +11%
WHG
10
Westwood Holdings Group
Texas
$28M 1,442,796 +1,442,796 New
Goldman Sachs
11
Goldman Sachs
New York
$27.9M 1,436,445 +221,988 +18%
Walleye Capital
12
Walleye Capital
New York
$26.7M 1,372,866 +621,570 +83%
ACL
13
Azora Capital LP
Florida
$26.1M 1,344,347 -477,518 -26%
WA
14
Wasatch Advisors
Utah
$25.7M 1,321,569 +81,868 +7%
BCM
15
Basswood Capital Management
New York
$24.5M 1,263,220 +468,511 +59%
Franklin Resources
16
Franklin Resources
California
$22.5M 1,157,653 +236,637 +26%
Macquarie Group
17
Macquarie Group
Australia
$22.4M 1,151,956 +30,697 +3%
RA
18
Royce & Associates
New York
$18M 928,393 -170,761 -16%
Raymond James Financial
19
Raymond James Financial
Florida
$17.8M 918,340 +38,595 +4%
Bank of America
20
Bank of America
North Carolina
$17.6M 906,775 -52,298 -5%
GKIM
21
GW&K Investment Management
Massachusetts
$16.2M 832,688 -73,898 -8%
GPGA
22
Grandeur Peak Global Advisors
Utah
$12.5M 644,355 +51,802 +9%
Morgan Stanley
23
Morgan Stanley
New York
$12M 618,449 +82,136 +15%
Boston Partners
24
Boston Partners
Massachusetts
$11.4M 586,419 +96,300 +20%
PCM
25
Penn Capital Management
Pennsylvania
$11.3M 582,810 +55,100 +10%