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Perella Weinberg Partners

171 hedge funds and large institutions have $1.25B invested in Perella Weinberg Partners in 2024 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 66 increasing their positions, 49 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

440% more call options, than puts

Call options by funds: $529K | Put options by funds: $98K

217% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 12

35% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 49

29% more capital invested

Capital invested by funds: $968M → $1.25B (+$284M)

16% more funds holding

Funds holding: 148171 (+23)

5.75% less ownership

Funds ownership: 95.06%89.31% (-5.7%)

Holders
171
Holders Change
+23
Holders Change %
+15.54%
% of All Funds
2.25%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
38
Increased
66
Reduced
49
Closed
12
Calls
$529K
Puts
$98K
Net Calls
+$431K
Net Calls Change
-$1.26M
Name Holding Trade Value Shares
Change
Change in
Stake
Jacobs Levy Equity Management
26
Jacobs Levy Equity Management
New Jersey
$13.8M +$187K +8,043 +1%
Franklin Resources
27
Franklin Resources
California
$13.6M +$13.2M +569,897 New
State of Wisconsin Investment Board
28
State of Wisconsin Investment Board
Wisconsin
$13.5M +$997K +42,975 +8%
Northern Trust
29
Northern Trust
Illinois
$11.7M +$431K +18,590 +4%
First Eagle Investment Management
30
First Eagle Investment Management
New York
$11.4M -$1.27M -54,800 -10%
ECM
31
ExodusPoint Capital Management
New York
$11.4M +$8.54M +367,869 +334%
Charles Schwab
32
Charles Schwab
California
$10.9M +$551K +23,754 +5%
Walleye Capital
33
Walleye Capital
New York
$10.3M +$10M +432,325 New
Morgan Stanley
34
Morgan Stanley
New York
$9.29M +$1.05M +45,303 +13%
AG
35
Algert Global
California
$8.98M +$5.06M +217,918 +137%
CS
36
Cannell & Spears
New York
$8.88M +$8.64M +372,526 New
CVA
37
Ceredex Value Advisors
Florida
$8.26M -$566K -24,395 -7%
Boston Partners
38
Boston Partners
Massachusetts
$8.02M -$3.8M -163,707 -33%
NSGL
39
No Street GP LP
California
$7.15M -$6.91M -297,615 -50%
Voloridge Investment Management
40
Voloridge Investment Management
Florida
$6.73M +$3.79M +163,526 +138%
Two Sigma Investments
41
Two Sigma Investments
New York
$6.7M +$4.62M +199,166 +244%
Invesco
42
Invesco
Georgia
$6.29M -$645K -27,794 -10%
Renaissance Technologies
43
Renaissance Technologies
New York
$6.03M -$274K -11,800 -4%
JP Morgan Chase
44
JP Morgan Chase
New York
$5.57M -$4.69M -202,171 -46%
Qube Research & Technologies (QRT)
45
Qube Research & Technologies (QRT)
United Kingdom
$5.54M +$3.12M +134,427 +137%
RIM
46
Ranger Investment Management
Texas
$5.49M +$5.34M +230,125 New
N
47
Nuveen
North Carolina
$5.1M -$5.94M -255,946 -54%
Tudor Investment Corp
48
Tudor Investment Corp
Connecticut
$4.88M +$1.91M +82,364 +67%
AA
49
Ancora Advisors
Ohio
$4.85M +$19.3K +830 +0.4%
Barclays
50
Barclays
United Kingdom
$4.83M +$374K +16,130 +9%

PWP Hedge Fund Activity: Q4 2024 in Review

171 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Perella Weinberg Partners (PWP) for Q4 2024, worth a combined $1.25B — up 29% from $968M a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new PWP positions and 12 closed out — a net gain of 26 holders — while 66 added to existing stakes and 49 trimmed.

The largest buyer was Channing Capital Management, opening a new position worth an estimated $15.8M. The largest seller was Schroder Investment Management Group, cutting an estimated $13.2M.

  • 171 institutional investors held Perella Weinberg Partners (PWP) as of Q4 2024, up from 148 in Q3 2024.
  • Funds reported $1.25B of Perella Weinberg Partners stock for Q4 2024, up 29% quarter-over-quarter.
  • 38 funds opened new Perella Weinberg Partners positions in Q4 2024 and 12 closed out, a net change of +26 holders.
  • The largest Perella Weinberg Partners buyer in Q4 2024 was Channing Capital Management, an estimated $15.8M added.
  • The largest Perella Weinberg Partners seller in Q4 2024 was Schroder Investment Management Group, an estimated $13.2M sold.

Based on aggregated 13F filings for Q4 2024.