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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
KK
126
KLP Kapitalforvaltning
Norway
$191K
MAM
127
Meeder Asset Management
Ohio
$149K +$13.2K +580 +8%
SG Americas Securities
128
SG Americas Securities
New York
$138K -$429K -18,904 -72%
PMAM
129
Picton Mahoney Asset Management
Ontario, Canada
$118K +$146K +6,415 New
PNC Financial Services Group
130
PNC Financial Services Group
Pennsylvania
$105K -$4.83K -213 -4%
AIP
131
Ameritas Investment Partners
Nebraska
$94.8K
BAMF
132
BI Asset Management Fondsmaeglerselskab
Denmark
$40K +$49.5K +2,180 New
AB
133
Amalgamated Bank
New York
$33K +$8.03K +354 +25%
CCM
134
Coldstream Capital Management
Washington
$32.9K +$40.6K +1,788 New
VCM
135
Versant Capital Management
Arizona
$31.7K +$39.1K +1,724 New
Carson Wealth (CWM LLC)
136
Carson Wealth (CWM LLC)
Nebraska
$28K +$8.62K +380 +34%
QCG
137
Quadrant Capital Group
Ohio
$27.8K -$681 -30 -2%
AssetMark Inc
138
AssetMark Inc
California
$25.9K
QL
139
Quarry LP
New York
$19.2K +$23.7K +1,045 New
PS
140
Principal Securities
Iowa
$17.3K
TRCT
141
Tower Research Capital (TRC)
New York
$16.9K -$214K -9,431 -91%
Comerica Bank
142
Comerica Bank
Texas
$13.3K +$6.1K +269 +59%
Royal Bank of Canada
143
Royal Bank of Canada
Ontario, Canada
$13K -$556K -24,493 -97%
SAM
144
Smartleaf Asset Management
Massachusetts
$10.5K -$1.93K -85 -13%
Osaic Holdings
145
Osaic Holdings
Arizona
$9.2K -$68K -2,997 -86%
FHA
146
First Horizon Advisors
Tennessee
$7.64K
RFS
147
Richardson Financial Services
Massachusetts
$6.64K -$45 -2 -0.6%
CA
148
Clearstead Advisors
Ohio
$5.36K
AAP
149
Arax Advisory Partners
Colorado
$4.49K -$7.94K -350 -59%
PA
150
Parallel Advisors
California
$4.08K +$907 +40 +22%

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.