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Perella Weinberg Partners
PWP

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: 148 → 171 (+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

Top Buyers

Rank Fund Capital Flow
1
CCM
Channing Capital Management
Illinois
+$15.8M
2
Franklin Resources
Franklin Resources
California
+$13.2M
3
Walleye Capital
Walleye Capital
New York
+$10M
4
CS
Cannell & Spears
New York
+$8.64M
5
ECM
ExodusPoint Capital Management
New York
+$8.54M

Top Sellers

Rank Fund Capital Flow
1
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$13.2M
2
BCM
Basswood Capital Management
New York
-$10.4M
3
WA
Wasatch Advisors
Utah
-$7.05M
4
NSGL
No Street GP LP
California
-$6.91M
5
N
Nuveen
North Carolina
-$5.94M
Name Holding Trade Value Shares
Change 		Change in
Stake
Balyasny Asset Management
51
Balyasny Asset Management
Illinois
$4.76M -$5.09M -219,465 -52%
Bank of New York Mellon
52
Bank of New York Mellon
New York
$4.54M +$1.43M +61,428 +48%
Millennium Management
53
Millennium Management
New York
$4.29M +$1.38M +59,672 +50%
IP
54
Interval Partners
New York
$4.26M +$541K +23,324 +15%
CCMG
55
Clark Capital Management Group
Pennsylvania
$4.16M +$4.05M +174,503 New
Two Sigma Advisers
56
Two Sigma Advisers
New York
$4.08M +$3.17M +136,700 +396%
New York State Common Retirement Fund
57
New York State Common Retirement Fund
New York
$4.03M +$3.55M +152,972 +953%
Arrowstreet Capital
58
Arrowstreet Capital
Massachusetts
$3.82M -$327K -14,095 -8%
TI
59
Trexquant Investment
Connecticut
$3.42M +$2.89M +124,526 +662%
Ohio Public Employees Retirement System (OPERS)
60
Ohio Public Employees Retirement System (OPERS)
Ohio
$2.92M – – –
BFM
61
Boothbay Fund Management
New York
$2.86M +$1.86M +80,000 +200%
Citadel Advisors
62
Citadel Advisors
Florida
$2.42M +$222K +9,581 +10%
Swiss National Bank
63
Swiss National Bank
Switzerland
$2.38M +$20.9K +900 +0.9%
KWM
64
Kingsview Wealth Management
Oregon
$2.29M +$2.23M +96,184 New
Calamos Advisors
65
Calamos Advisors
Illinois
$2.23M +$2.17M +93,601 New
UBS AM
66
UBS AM
Illinois
$2.19M +$373K +16,057 +21%
QT
67
Quantbot Technologies
New York
$1.87M +$954K +41,106 +110%
UBS Group
68
UBS Group
Switzerland
$1.84M +$749K +32,279 +72%
SEI Investments
69
SEI Investments
Pennsylvania
$1.81M -$368K -15,844 -17%
PAG
70
Private Advisor Group
New Jersey
$1.69M -$41.2K -1,777 -2%
RhumbLine Advisers
71
RhumbLine Advisers
Massachusetts
$1.69M +$19.8K +854 +1%
Dimensional Fund Advisors
72
Dimensional Fund Advisors
Texas
$1.54M -$1.51M -65,013 -50%
Wells Fargo
73
Wells Fargo
California
$1.5M +$484K +20,868 +50%
LPL Financial
74
LPL Financial
California
$1.31M +$236K +10,173 +23%
AllianceBernstein
75
AllianceBernstein
Tennessee
$1.19M -$243K -10,460 -17%
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3
4 5

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.