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Perella Weinberg Partners

165 hedge funds and large institutions have $1.38B invested in Perella Weinberg Partners in 2025 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 73 increasing their positions, 52 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 52

26% more call options, than puts

Call options by funds: $2.84M | Put options by funds: $2.25M

14% more capital invested

Capital invested by funds: $1.21B → $1.38B (+$172M)

3.49% more ownership

Funds ownership: 100.26%103.75% (+3.5%)

4% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 25

1% less funds holding

Funds holding: 167165 (-2)

Holders
165
Holders Change
-2
Holders Change %
-1.2%
% of All Funds
2.17%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
24
Increased
73
Reduced
52
Closed
25
Calls
$2.84M
Puts
$2.25M
Net Calls
+$590K
Net Calls Change
+$549K
Name Holding Trade Value Shares
Change
Change in
Stake
Russell Investments Group
26
Russell Investments Group
United Kingdom
$14.8M +$3.23M +151,285 +28%
PCM
27
Penn Capital Management
Pennsylvania
$14.7M +$2.3M +107,508 +18%
GPGA
28
Grandeur Peak Global Advisors
Utah
$13.5M -$193K -9,032 -1%
State of Wisconsin Investment Board
29
State of Wisconsin Investment Board
Wisconsin
$11.7M -$8.21K -384 -0.1%
Charles Schwab
30
Charles Schwab
California
$11.3M +$369K +17,284 +3%
Northern Trust
31
Northern Trust
Illinois
$11M +$87K +4,071 +0.8%
Loomis, Sayles & Company
32
Loomis, Sayles & Company
Massachusetts
$11M +$265K +12,398 +2%
EMFAT
33
Emerald Mutual Fund Advisers Trust
Pennsylvania
$10.5M +$2.72M +127,489 +35%
PC
34
Pier Capital
Connecticut
$10.1M +$1.73M +80,744 +20%
Morgan Stanley
35
Morgan Stanley
New York
$9.99M -$3.21M -149,983 -24%
First Eagle Investment Management
36
First Eagle Investment Management
New York
$9.97M +$1.32M +61,714 +15%
New York State Common Retirement Fund
37
New York State Common Retirement Fund
New York
$9.93M +$1.49M +69,504 +18%
SAM
38
Silvercrest Asset Management
New York
$9.12M -$262K -12,278 -3%
Dimensional Fund Advisors
39
Dimensional Fund Advisors
Texas
$9M +$5.69M +266,385 +171%
CVA
40
Ceredex Value Advisors
Florida
$8.95M -$190K -8,900 -2%
RIM
41
Ranger Investment Management
Texas
$8.44M +$3.17M +148,310 +60%
UBS Group
42
UBS Group
Switzerland
$6.92M +$1.65M +77,412 +31%
Citadel Advisors
43
Citadel Advisors
Florida
$6.42M +$6.44M +301,271 New
JP Morgan Chase
44
JP Morgan Chase
New York
$5.07M +$4.39M +205,334 +628%
Bank of New York Mellon
45
Bank of New York Mellon
New York
$4.87M -$93.3K -4,365 -2%
First Trust Advisors
46
First Trust Advisors
Illinois
$4.86M +$1.75M +81,933 +56%
Hotchkis & Wiley Capital Management
47
Hotchkis & Wiley Capital Management
California
$4.62M -$322K -15,050 -6%
AA
48
Ancora Advisors
Ohio
$4.45M -$25.2K -1,180 -0.6%
LIP
49
Lighthouse Investment Partners
Florida
$4.44M +$4.45M +208,034 New
Jacobs Levy Equity Management
50
Jacobs Levy Equity Management
New Jersey
$4.17M -$4.36M -204,136 -51%

PWP Hedge Fund Activity: Q3 2025 in Review

165 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in Perella Weinberg Partners (PWP) for Q3 2025, worth a combined $1.38B — up 14% from $1.21B a quarter earlier.

Sellers outnumbered buyers: 25 funds closed out of PWP and 24 opened new positions — a net loss of 1 holder — while 52 trimmed existing stakes and 73 added.

The largest buyer was Nuveen, adding an estimated $44.6M. The largest seller was Adage Capital Partners, cutting an estimated $27M.

  • 165 institutional investors held Perella Weinberg Partners (PWP) as of Q3 2025, down from 167 in Q2 2025.
  • Funds reported $1.38B of Perella Weinberg Partners stock for Q3 2025, up 14% quarter-over-quarter.
  • 24 funds opened new Perella Weinberg Partners positions in Q3 2025 and 25 closed out, a net change of -1 holder.
  • The largest Perella Weinberg Partners buyer in Q3 2025 was Nuveen, an estimated $44.6M added.
  • The largest Perella Weinberg Partners seller in Q3 2025 was Adage Capital Partners, an estimated $27M sold.

Based on aggregated 13F filings for Q3 2025.