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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
JP Morgan Chase
51
JP Morgan Chase
New York
$3.61M -$846K -37,298 -16%
Bank of New York Mellon
52
Bank of New York Mellon
New York
$3.61M +$130K +5,736 +3%
SAM
53
Silvercrest Asset Management
New York
$3.56M +$4.39M +193,431 New
LIP
54
Lighthouse Investment Partners
Florida
$2.86M +$3.53M +155,488 New
Deutsche Bank
55
Deutsche Bank
Germany
$2.79M +$2.41M +106,416 +236%
Jane Street
56
Jane Street
New York
$2.58M +$3.18M +140,069 New
UBS Group
57
UBS Group
Switzerland
$2.3M +$1.09M +47,865 +62%
N
58
Nuveen
North Carolina
$2.22M -$2.12M -93,345 -44%
Citadel Advisors
59
Citadel Advisors
Florida
$2.03M +$194K +8,573 +8%
Swiss National Bank
60
Swiss National Bank
Switzerland
$1.89M +$59K +2,600 +3%
TI
61
Trexquant Investment
Connecticut
$1.83M -$1M -44,149 -31%
Susquehanna International Group
62
Susquehanna International Group
Pennsylvania
$1.66M +$1.29M +57,006 +172%
UBS AM
63
UBS AM
Illinois
$1.47M -$278K -12,271 -13%
QT
64
Quantbot Technologies
New York
$1.4M -$61.5K -2,711 -3%
CSS
65
Cubist Systematic Strategies
Connecticut
$1.34M +$594K +26,163 +56%
RhumbLine Advisers
66
RhumbLine Advisers
Massachusetts
$1.34M +$44K +1,940 +3%
SEI Investments
67
SEI Investments
Pennsylvania
$1.31M -$105K -4,616 -6%
BFM
68
Boothbay Fund Management
New York
$1.31M -$1.11M -48,762 -41%
PAG
69
Private Advisor Group
New Jersey
$1.31M
ECM
70
ExodusPoint Capital Management
New York
$1.28M -$9.26M -408,121 -85%
Invesco
71
Invesco
Georgia
$1.19M -$4.51M -198,897 -75%
Wells Fargo
72
Wells Fargo
California
$1.19M +$40.1K +1,769 +3%
BPC
73
Bryce Point Capital
New York
$1.14M +$1.17M +51,695 New
ACM
74
Aquatic Capital Management
Illinois
$1.1M +$496K +21,858 +58%
California State Teachers Retirement System (CalSTRS)
75
California State Teachers Retirement System (CalSTRS)
California
$1.08M +$249K +10,975 +23%

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.