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Perella Weinberg Partners
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Overview Fund Activity

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.

Holders
171
Holders Change
+23
Holders Change %
+15.54%
% of All Funds
2.28%
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

1
Raymond James Financial
1
Raymond James Financial
Florida
$18.5M
2
CCM
2
Channing Capital Management
Illinois
$16.2M
3
Franklin Resources
3
Franklin Resources
California
$13.6M
4
Walleye Capital
4
Walleye Capital
New York
$10.3M
5
CS
5
Cannell & Spears
New York
$8.88M

Top Sellers

1
Schroder Investment Management Group
1
Schroder Investment Management Group
United Kingdom
$27.7M
2
BCM
2
Basswood Capital Management
New York
$15.5M
3
WA
3
Wasatch Advisors
Utah
$28.1M
4
NSGL
4
No Street GP LP
California
$7.15M
5
Nuveen Asset Management
5
Nuveen Asset Management
Illinois
$5.1M
Name Market Value Shares Shares
Change 		Shares
Change %
WFAG
101
Wescott Financial Advisory Group
Pennsylvania
$596K 25,010 -9,929 -28%
SPA
102
Sherbrooke Park Advisers
New York
$595K 24,979 +5,662 +29%
Envestnet Asset Management
103
Envestnet Asset Management
Illinois
$595K 24,958 +5,761 +30%
Verition Fund Management
104
Verition Fund Management
Connecticut
$570K 23,901 +6,648 +39%
IIM
105
INTECH Investment Management
Florida
$561K 23,515 +13,311 +130%
Creative Planning
106
Creative Planning
Kansas
$549K 23,040 +23,040 New
Janus Henderson Group
107
Janus Henderson Group
United Kingdom
$539K 22,594 – –
KPP
108
Kings Path Partners
Texas
$535K 22,425 +22,425 New
BFG
109
Bleakley Financial Group
New Jersey
$528K 22,141 +306 +1%
KCM
110
Kennedy Capital Management
Missouri
$505K 21,170 +1,707 +9%
T. Rowe Price Associates
111
T. Rowe Price Associates
Maryland
$487K 20,402 +3,176 +18%
Squarepoint
112
Squarepoint
New York
$468K 19,628 +19,628 New
Manulife (Manufacturers Life Insurance)
113
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$448K 18,793 -925 -5%
US Bancorp
114
US Bancorp
Minnesota
$420K 17,602 +746 +4%
Mariner
115
Mariner
Kansas
$414K 17,354 -270 -2%
BNP Paribas Financial Markets
116
BNP Paribas Financial Markets
France
$413K 17,324 +17,324 New
RP
117
Riverwater Partners
Wisconsin
$405K 16,971 -11,308 -40%
VOYA Investment Management
118
VOYA Investment Management
Georgia
$403K 16,895 -1,827 -10%
OAM
119
Oppenheimer Asset Management
New York
$391K 16,396 -300 -2%
DTL
120
Dynamic Technology Lab
Singapore
$385K 16,120 -4,060 -20%
VI
121
Versor Investments
New York
$384K 16,100 +16,100 New
EGM
122
Engineers Gate Manager
New York
$369K 15,461 -2,388 -13%
ASRS
123
Arizona State Retirement System
Arizona
$352K 14,748 +138 +0.9%
ProShare Advisors
124
ProShare Advisors
Maryland
$347K 14,568 +14,568 New
AQR Capital Management
125
AQR Capital Management
Connecticut
$312K 13,085 +1,339 +11%
3 4
5
6 7