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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
AQR Capital Management
101
AQR Capital Management
Connecticut
$431K +$235K +10,350 +79%
Janus Henderson Group
102
Janus Henderson Group
United Kingdom
$417K
T. Rowe Price Associates
103
T. Rowe Price Associates
Maryland
$414K +$46.5K +2,048 +10%
XT
104
XTX Topco
Cayman Islands
$399K -$121K -5,314 -20%
BFG
105
Bleakley Financial Group
New Jersey
$394K -$16.1K -708 -3%
Creative Planning
106
Creative Planning
Kansas
$386K -$47.3K -2,085 -9%
NRD
107
Nebula Research & Development
New York
$357K -$572K -25,209 -57%
US Bancorp
108
US Bancorp
Minnesota
$343K +$23.2K +1,021 +6%
SSA
109
Schonfeld Strategic Advisors
New York
$338K -$718K -31,642 -63%
SOW
110
State of Wyoming
Wyoming
$318K +$191K +8,403 +95%
Mariner
111
Mariner
Kansas
$311K -$10K -441 -3%
DFCM
112
Dark Forest Capital Management
Puerto Rico
$288K -$355K -15,636 -50%
LPL Financial
113
LPL Financial
California
$282K -$899K -39,606 -72%
VOYA Investment Management
114
VOYA Investment Management
Georgia
$280K -$37.9K -1,671 -10%
ASRS
115
Arizona State Retirement System
Arizona
$279K +$9.89K +436 +3%
OAM
116
Oppenheimer Asset Management
New York
$274K -$34.7K -1,528 -9%
KPP
117
Kings Path Partners
Texas
$253K -$197K -8,665 -39%
CB
118
Commerce Bank
Missouri
$236K -$2.61K -115 -0.9%
State Board of Administration of Florida Retirement System
119
State Board of Administration of Florida Retirement System
Florida
$224K
Dimensional Fund Advisors
120
Dimensional Fund Advisors
Texas
$223K -$1.19M -52,341 -81%
Zurich Cantonal Bank
121
Zurich Cantonal Bank
Switzerland
$219K
PFSRSONJ
122
Police & Firemen's Retirement System of New Jersey
New Jersey
$217K
CWM
123
CIBC World Markets
New York
$211K +$260K +11,478 New
ProShare Advisors
124
ProShare Advisors
Maryland
$206K -$76.4K -3,369 -23%
CAPTRUST Financial Advisors
125
CAPTRUST Financial Advisors
North Carolina
$200K +$10.3K +455 +4%

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.