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Perella Weinberg Partners

171 hedge funds and large institutions have $1.02B invested in Perella Weinberg Partners in 2025 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 68 increasing their positions, 59 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

432% more call options, than puts

Call options by funds: $165K | Put options by funds: $31K

15% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 59

4% more ownership

Funds ownership: 89.31%93.31% (+4%)

4% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 23

0% more funds holding

Funds holding: 171171 (0)

18% less capital invested

Capital invested by funds: $1.25B → $1.02B (-$230M)

Holders
171
Holders Change
Holders Change %
0%
% of All Funds
2.29%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
24
Increased
68
Reduced
59
Closed
23
Calls
$165K
Puts
$31K
Net Calls
+$134K
Net Calls Change
-$297K
Name Holding Trade Value Shares
Change
Change in
Stake
State of Wisconsin Investment Board
26
State of Wisconsin Investment Board
Wisconsin
$10.5M +$8.12K +358 +0.1%
Morgan Stanley
27
Morgan Stanley
New York
$9.87M +$3.33M +146,794 +38%
PCM
28
Penn Capital Management
Pennsylvania
$9.72M +$12M +527,710 New
Boston Partners
29
Boston Partners
Massachusetts
$9.02M +$3.49M +153,806 +46%
Northern Trust
30
Northern Trust
Illinois
$8.87M -$179K -7,882 -2%
Charles Schwab
31
Charles Schwab
California
$8.49M +$88.8K +3,914 +0.9%
AG
32
Algert Global
California
$7.99M +$1.31M +57,609 +15%
Balyasny Asset Management
33
Balyasny Asset Management
Illinois
$7.78M +$5.07M +223,345 +112%
Jacobs Levy Equity Management
34
Jacobs Levy Equity Management
New Jersey
$7.69M -$3.65M -161,037 -28%
EA
35
Emerald Advisers
Pennsylvania
$7.42M +$9.15M +403,280 New
First Eagle Investment Management
36
First Eagle Investment Management
New York
$7.09M -$2.14M -94,200 -20%
CVA
37
Ceredex Value Advisors
Florida
$6.43M +$60.2K +2,654 +0.8%
Loomis, Sayles & Company
38
Loomis, Sayles & Company
Massachusetts
$6.08M +$7.5M +330,503 New
Qube Research & Technologies (QRT)
39
Qube Research & Technologies (QRT)
United Kingdom
$5.52M +$1.53M +67,509 +29%
Voloridge Investment Management
40
Voloridge Investment Management
Florida
$5.5M +$374K +16,468 +6%
Hotchkis & Wiley Capital Management
41
Hotchkis & Wiley Capital Management
California
$4.92M -$12.4M -548,580 -67%
Two Sigma Investments
42
Two Sigma Investments
New York
$4.73M -$536K -23,628 -8%
Renaissance Technologies
43
Renaissance Technologies
New York
$4.62M -$36.3K -1,600 -0.6%
DCM
44
Driehaus Capital Management
Illinois
$4.56M -$8.99M -396,213 -62%
Barclays
45
Barclays
United Kingdom
$4.47M +$913K +40,254 +20%
Two Sigma Advisers
46
Two Sigma Advisers
New York
$4.38M +$1.52M +66,900 +39%
RIM
47
Ranger Investment Management
Texas
$4.2M -$41.9K -1,845 -0.8%
AA
48
Ancora Advisors
Ohio
$3.83M +$103K +4,520 +2%
EMFAT
49
Emerald Mutual Fund Advisers Trust
Pennsylvania
$3.8M +$4.68M +206,426 New
CCMG
50
Clark Capital Management Group
Pennsylvania
$3.75M +$668K +29,438 +17%

PWP Hedge Fund Activity: Q1 2025 in Review

171 of the 7,462 institutional investors tracked by Wall St. Rank reported a position in Perella Weinberg Partners (PWP) for Q1 2025, worth a combined $1.02B — down 18% from $1.25B a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new PWP positions and 23 closed out — a net gain of 1 holder — while 68 added to existing stakes and 59 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $38.4M. The largest seller was Westwood Holdings Group, exiting entirely with an estimated $50.4M sold.

  • 171 institutional investors held Perella Weinberg Partners (PWP) as of Q1 2025, unchanged from Q4 2024.
  • Funds reported $1.02B of Perella Weinberg Partners stock for Q1 2025, down 18% quarter-over-quarter.
  • 24 funds opened new Perella Weinberg Partners positions in Q1 2025 and 23 closed out, a net change of +1 holder.
  • The largest Perella Weinberg Partners buyer in Q1 2025 was Wellington Management Group, an estimated $38.4M added.
  • The largest Perella Weinberg Partners seller in Q1 2025 was Westwood Holdings Group, an estimated $50.4M sold.

Based on aggregated 13F filings for Q1 2025.