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Perella Weinberg Partners

148 hedge funds and large institutions have $968M invested in Perella Weinberg Partners in 2024 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 53 increasing their positions, 47 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

670% more call options, than puts

Call options by funds: $1.94M | Put options by funds: $252K

256% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 9

26% more capital invested

Capital invested by funds: $769M → $968M (+$199M)

17% more funds holding

Funds holding: 127148 (+21)

13% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 47

6.41% more ownership

Funds ownership: 88.65%95.06% (+6.4%)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
148
Holders Change
+21
Holders Change %
+16.54%
% of All Funds
2.13%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
32
Increased
53
Reduced
47
Closed
9
Calls
$1.94M
Puts
$252K
Net Calls
+$1.69M
Net Calls Change
-$112K
Name Holding Trade Value Shares
Change
Change in
Stake
QCG
126
Quadrant Capital Group
Ohio
$20.7K -$2.18K -119 -10%
Carson Wealth (CWM LLC)
127
Carson Wealth (CWM LLC)
Nebraska
$20K +$2.64K +144 +16%
ACM
128
Aster Capital Management
United Arab Emirates
$14.4K +$13.7K +745 New
AAP
129
Arax Advisory Partners
Colorado
$11.6K -$349 -19 -3%
Osaic Holdings
130
Osaic Holdings
Arizona
$10.9K -$17.2K -936 -62%
Comerica Bank
131
Comerica Bank
Texas
$9.67K +$1.36K +74 +17%
FHA
132
First Horizon Advisors
Tennessee
$8.01K
SAM
133
Smartleaf Asset Management
Massachusetts
$6.99K +$2.15K +117 +48%
LFG
134
Larson Financial Group
Missouri
$6.7K +$6.37K +347 New
A
135
AlphaQuest
New York
$3.75K +$18 +1 +0.5%
JFGIW
136
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$3.69K +$3.5K +191 New
PA
137
Parallel Advisors
California
$3.51K
Group One Trading
138
Group One Trading
Illinois
$2.16K -$68.7K -3,746 -97%
Fifth Third Bancorp
139
Fifth Third Bancorp
Ohio
$2.08K +$1.98K +108 New
GI
140
GAMMA Investing
California
$1.64K +$1.32K +72 +554%
Nisa Investment Advisors
141
Nisa Investment Advisors
Missouri
$1.54K
WWM
142
Wolff Wiese Magana
California
$1.35K +$1.28K +70 New
SCM
143
Sterling Capital Management
North Carolina
$1.04K +$990 +54 New
CPA
144
Capital Performance Advisors
California
$734 +$697 +38 New
FFA
145
Farther Finance Advisors
California
$541 +$92 +5 +22%
CA
146
CoreCap Advisors
Michigan
$483 +$459 +25 New
RIL
147
Rothschild Investment LLC
Illinois
$386
NCM
148
Nantahala Capital Management
Connecticut
-$4.31M -265,474 Closed
Franklin Resources
149
Franklin Resources
California
-$4.09M -251,826 Closed
DRZID
150
DePrince Race & Zollo Inc (DRZ)
Florida
-$2.82M -173,704 Closed

PWP Hedge Fund Activity: Q3 2024 in Review

148 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Perella Weinberg Partners (PWP) for Q3 2024, worth a combined $968M — up 26% from $769M a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new PWP positions and 9 closed out — a net gain of 23 holders — while 53 added to existing stakes and 47 trimmed.

The largest buyer was Macquarie Group, opening a new position worth an estimated $18.2M. The largest seller was Millennium Management, cutting an estimated $29.4M.

  • 148 institutional investors held Perella Weinberg Partners (PWP) as of Q3 2024, up from 127 in Q2 2024.
  • Funds reported $968M of Perella Weinberg Partners stock for Q3 2024, up 26% quarter-over-quarter.
  • 32 funds opened new Perella Weinberg Partners positions in Q3 2024 and 9 closed out, a net change of +23 holders.
  • The largest Perella Weinberg Partners buyer in Q3 2024 was Macquarie Group, an estimated $18.2M added.
  • The largest Perella Weinberg Partners seller in Q3 2024 was Millennium Management, an estimated $29.4M sold.

Based on aggregated 13F filings for Q3 2024.