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Perella Weinberg Partners

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: 148171 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
WFAG
101
Wescott Financial Advisory Group
Pennsylvania
$596K -$230K -9,929 -28%
SPA
102
Sherbrooke Park Advisers
New York
$595K +$131K +5,662 +29%
Envestnet Asset Management
103
Envestnet Asset Management
Illinois
$595K +$134K +5,761 +30%
Verition Fund Management
104
Verition Fund Management
Connecticut
$570K +$154K +6,648 +39%
IIM
105
INTECH Investment Management
Florida
$561K +$309K +13,311 +130%
Creative Planning
106
Creative Planning
Kansas
$549K +$535K +23,040 New
Janus Henderson Group
107
Janus Henderson Group
United Kingdom
$539K
KPP
108
Kings Path Partners
Texas
$535K +$520K +22,425 New
BFG
109
Bleakley Financial Group
New Jersey
$528K +$7.1K +306 +1%
KCM
110
Kennedy Capital Management
Missouri
$505K +$39.6K +1,707 +9%
T. Rowe Price Associates
111
T. Rowe Price Associates
Maryland
$487K +$73.7K +3,176 +18%
Squarepoint
112
Squarepoint
New York
$468K +$455K +19,628 New
Manulife (Manufacturers Life Insurance)
113
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$448K -$21.5K -925 -5%
US Bancorp
114
US Bancorp
Minnesota
$420K +$17.3K +746 +4%
Mariner
115
Mariner
Kansas
$414K -$6.27K -270 -2%
BNP Paribas Financial Markets
116
BNP Paribas Financial Markets
France
$413K +$402K +17,324 New
RP
117
Riverwater Partners
Wisconsin
$405K -$262K -11,308 -40%
VOYA Investment Management
118
VOYA Investment Management
Georgia
$403K -$42.4K -1,827 -10%
OAM
119
Oppenheimer Asset Management
New York
$391K -$6.96K -300 -2%
DTL
120
Dynamic Technology Lab
Singapore
$385K -$94.2K -4,060 -20%
VI
121
Versor Investments
New York
$384K +$374K +16,100 New
EGM
122
Engineers Gate Manager
New York
$369K -$55.4K -2,388 -13%
ASRS
123
Arizona State Retirement System
Arizona
$352K +$3.2K +138 +0.9%
ProShare Advisors
124
ProShare Advisors
Maryland
$347K +$338K +14,568 New
AQR Capital Management
125
AQR Capital Management
Connecticut
$312K +$31.1K +1,339 +11%

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.