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Perella Weinberg Partners
PWP

Overview Fund Activity

166 hedge funds and large institutions have $1.21B invested in Perella Weinberg Partners in 2025 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 88 increasing their positions, 36 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
166
Holders Change
-5
Holders Change %
-2.92%
% of All Funds
2.23%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
29
Increased
88
Reduced
36
Closed
34
Calls
$49K
Puts
$8K
Net Calls
+$41K
Net Calls Change
-$93K

Top Buyers

1
WHG
Westwood Holdings Group
Texas
+$28M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$26.1M
3
Adage Capital Partners
Adage Capital Partners
Massachusetts
+$25.8M
4
William Blair Investment Management
William Blair Investment Management
Illinois
+$18.1M
5
Ameriprise
Ameriprise
Minnesota
+$13.6M

Top Sellers

1
CCM
Channing Capital Management
Illinois
-$39.4M
2
ACL
Azora Capital LP
Florida
-$9.27M
3
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
-$8.81M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$7.78M
5
DCM
Driehaus Capital Management
Illinois
-$4.56M
Name Holding Trade Value Shares
Change 		Shares
Change %
PCM
26
Penn Capital Management
Pennsylvania
$11.3M +$1.07M +55,100 +10%
EA
27
Emerald Advisers
Pennsylvania
$11M +$3.2M +164,926 +41%
State of Wisconsin Investment Board
28
State of Wisconsin Investment Board
Wisconsin
$10.7M -$340K -17,526 -3%
Russell Investments Group
29
Russell Investments Group
United Kingdom
$10.6M -$1.03M -53,248 -9%
AG
30
Algert Global
California
$10.5M +$2.08M +107,085 +25%
Northern Trust
31
Northern Trust
Illinois
$9.95M +$591K +30,428 +6%
Charles Schwab
32
Charles Schwab
California
$9.95M +$983K +50,619 +11%
Voloridge Investment Management
33
Voloridge Investment Management
Florida
$9.89M +$4.09M +210,468 +70%
Loomis, Sayles & Company
34
Loomis, Sayles & Company
Massachusetts
$9.76M +$3.34M +171,844 +52%
SAM
35
Silvercrest Asset Management
New York
$8.54M +$4.79M +246,487 +127%
CVA
36
Ceredex Value Advisors
Florida
$8.32M +$1.54M +79,263 +23%
First Eagle Investment Management
37
First Eagle Investment Management
New York
$7.89M +$408K +21,000 +5%
Jacobs Levy Equity Management
38
Jacobs Levy Equity Management
New Jersey
$7.77M -$345K -17,771 -4%
New York State Common Retirement Fund
39
New York State Common Retirement Fund
New York
$7.69M -$8.81M -453,434 -53%
PC
40
Pier Capital
Connecticut
$7.65M +$7.65M +394,128 New
EMFAT
41
Emerald Mutual Fund Advisers Trust
Pennsylvania
$7.13M +$3.12M +160,737 +78%
PCM
42
Portolan Capital Management
Massachusetts
$6.85M +$6.85M +352,886 New
Barclays
43
Barclays
United Kingdom
$4.86M +$143K +7,377 +3%
Deutsche Bank
44
Deutsche Bank
Germany
$4.84M +$1.89M +97,537 +64%
RIM
45
Ranger Investment Management
Texas
$4.81M +$373K +19,195 +8%
UBS Group
46
UBS Group
Switzerland
$4.8M +$2.37M +122,035 +97%
Qube Research & Technologies (QRT)
47
Qube Research & Technologies (QRT)
United Kingdom
$4.64M -$1.18M -60,820 -20%
Bank of New York Mellon
48
Bank of New York Mellon
New York
$4.52M +$706K +36,364 +19%
Hotchkis & Wiley Capital Management
49
Hotchkis & Wiley Capital Management
California
$4.5M -$691K -35,600 -13%
Renaissance Technologies
50
Renaissance Technologies
New York
$4.15M -$732K -37,700 -15%
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