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Perella Weinberg Partners

170 hedge funds and large institutions have $1.19B invested in Perella Weinberg Partners in 2025 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 72 increasing their positions, 51 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 51

24% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 21

3% more funds holding

Funds holding: 165170 (+5)

1.13% more ownership

Funds ownership: 103.75%104.88% (+1.1%)

14% less capital invested

Capital invested by funds: $1.38B → $1.19B (-$197M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
170
Holders Change
+5
Holders Change %
+3.03%
% of All Funds
2.07%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
26
Increased
72
Reduced
51
Closed
21
Calls
$273K
Puts
Net Calls
+$273K
Net Calls Change
-$317K
Name Holding Trade Value Shares
Change
Change in
Stake
GKIM
26
GW&K Investment Management
Massachusetts
$13.8M -$246K -13,197 -2%
Russell Investments Group
27
Russell Investments Group
United Kingdom
$12.5M +$486K +26,039 +4%
Rockefeller Capital Management
28
Rockefeller Capital Management
New York
$12M -$359K -19,249 -3%
GPGA
29
Grandeur Peak Global Advisors
Utah
$11.4M +$438K +23,447 +4%
CVA
30
Ceredex Value Advisors
Florida
$10.4M +$3.36M +180,009 +43%
State of Wisconsin Investment Board
31
State of Wisconsin Investment Board
Wisconsin
$10.2M +$716K +38,356 +7%
Dimensional Fund Advisors
32
Dimensional Fund Advisors
Texas
$10.1M +$3.04M +162,984 +39%
First Eagle Investment Management
33
First Eagle Investment Management
New York
$10.1M +$2.17M +116,056 +25%
Charles Schwab
34
Charles Schwab
California
$9.37M +$221K +11,843 +2%
EMFAT
35
Emerald Mutual Fund Advisers Trust
Pennsylvania
$9.36M +$870K +46,632 +9%
Loomis, Sayles & Company
36
Loomis, Sayles & Company
Massachusetts
$8.91M +$3.55K +190 +0%
Northern Trust
37
Northern Trust
Illinois
$8.6M -$369K -19,759 -4%
ACB
38
Aristotle Capital Boston
Massachusetts
$8.43M +$9.1M +487,464 New
SAM
39
Silvercrest Asset Management
New York
$7.4M
RIM
40
Ranger Investment Management
Texas
$6.39M -$497K -26,615 -7%
UBS Group
41
UBS Group
Switzerland
$5.04M -$626K -33,555 -10%
Millennium Management
42
Millennium Management
New York
$4.83M +$4.95M +265,045 +1,896%
PC
43
Pier Capital
Connecticut
$4.58M -$3.92M -209,888 -44%
SEI Investments
44
SEI Investments
Pennsylvania
$4.2M +$3.12M +167,206 +220%
Bank of New York Mellon
45
Bank of New York Mellon
New York
$4.05M +$113K +6,046 +3%
AA
46
Ancora Advisors
Ohio
$3.6M -$5.6K -300 -0.1%
UBS AM
47
UBS AM
Illinois
$3.13M +$2.04M +109,323 +152%
Citadel Advisors
48
Citadel Advisors
Florida
$3.04M -$2.34M -125,273 -42%
Hotchkis & Wiley Capital Management
49
Hotchkis & Wiley Capital Management
California
$2.87M -$950K -50,900 -24%
First Trust Advisors
50
First Trust Advisors
Illinois
$2.55M -$1.5M -80,546 -35%