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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
AIM
126
Aigen Investment Management
New York
$311K +$303K +13,046 New
CB
127
Commerce Bank
Missouri
$308K -$3.25K -140 -1%
State Board of Administration of Florida Retirement System
128
State Board of Administration of Florida Retirement System
Florida
$291K
Zurich Cantonal Bank
129
Zurich Cantonal Bank
Switzerland
$284K +$50.1K +2,158 +22%
Point72 Asset Management
130
Point72 Asset Management
Connecticut
$283K +$276K +11,881 New
PFSRSONJ
131
Police & Firemen's Retirement System of New Jersey
New Jersey
$281K +$273K +11,783 New
KK
132
KLP Kapitalforvaltning
Norway
$248K +$241K +10,400 New
CAPTRUST Financial Advisors
133
CAPTRUST Financial Advisors
North Carolina
$248K +$241K +10,394 New
TRCT
134
Tower Research Capital (TRC)
New York
$247K -$68.4K -2,947 -22%
SOW
135
State of Wyoming
Wyoming
$211K +$132K +5,697 +180%
MAM
136
Meeder Asset Management
Ohio
$179K +$175K +7,528 New
PNC Financial Services Group
137
PNC Financial Services Group
Pennsylvania
$141K -$23.3K -1,004 -14%
AIP
138
Ameritas Investment Partners
Nebraska
$123K
Osaic Holdings
139
Osaic Holdings
Arizona
$83.4K +$68.1K +2,935 +522%
VWM
140
Venturi Wealth Management
Texas
$64.1K +$62.4K +2,689 New
QCG
141
Quadrant Capital Group
Ohio
$36.7K +$10.9K +470 +44%
AB
142
Amalgamated Bank
New York
$34K
AssetMark Inc
143
AssetMark Inc
California
$33.6K
Carson Wealth (CWM LLC)
144
Carson Wealth (CWM LLC)
Nebraska
$27K +$2.06K +89 +9%
PS
145
Principal Securities
Iowa
$17.3K +$16.8K +724 New
SAM
146
Smartleaf Asset Management
Massachusetts
$15.5K +$6.78K +292 +80%
AAP
147
Arax Advisory Partners
Colorado
$14.2K -$116 -5 -0.8%
Comerica Bank
148
Comerica Bank
Texas
$10.8K -$1.09K -47 -9%
FHA
149
First Horizon Advisors
Tennessee
$9.89K
RFS
150
Richardson Financial Services
Massachusetts
$8.59K +$8.42K +363 New

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.