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Perella Weinberg Partners

165 hedge funds and large institutions have $1.38B invested in Perella Weinberg Partners in 2025 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 73 increasing their positions, 52 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 52

26% more call options, than puts

Call options by funds: $2.84M | Put options by funds: $2.25M

14% more capital invested

Capital invested by funds: $1.21B → $1.38B (+$172M)

3.49% more ownership

Funds ownership: 100.26%103.75% (+3.5%)

4% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 25

1% less funds holding

Funds holding: 167165 (-2)

Holders
165
Holders Change
-2
Holders Change %
-1.2%
% of All Funds
2.17%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
24
Increased
73
Reduced
52
Closed
25
Calls
$2.84M
Puts
$2.25M
Net Calls
+$590K
Net Calls Change
+$549K
Name Holding Trade Value Shares
Change
Change in
Stake
AB
126
Amalgamated Bank
New York
$38K
AssetMark Inc
127
AssetMark Inc
California
$30.7K
A
128
AlphaQuest
New York
$26.3K -$1.14M -53,281 -98%
VCM
129
Versant Capital Management
Arizona
$25.7K
QCG
130
Quadrant Capital Group
Ohio
$24.1K +$24.1K +1,129 New
Comerica Bank
131
Comerica Bank
Texas
$18.6K +$2.29K +107 +14%
AAP
132
Arax Advisory Partners
Colorado
$17.8K +$16.7K +782 +1,422%
EWA
133
EverSource Wealth Advisors
Alabama
$15.7K -$898 -42 -5%
Nisa Investment Advisors
134
Nisa Investment Advisors
Missouri
$14.8K
Osaic Holdings
135
Osaic Holdings
Arizona
$13.6K -$316K -14,766 -96%
Optiver Holding
136
Optiver Holding
Netherlands
$10.4K +$10.4K +488 New
WTC
137
WhitTier Trust Company
Nevada
$8.13K +$8.29K +388 New
GI
138
GAMMA Investing
California
$7.89K -$876 -41 -10%
SAM
139
Smartleaf Asset Management
Massachusetts
$7.67K +$6.92K +324 +1,013%
FHC
140
First Horizon Corporation
Tennessee
$6.35K +$6.37K +298 New
S
141
SignatureFD
Georgia
$4.46K +$577 +27 +15%
PA
142
Parallel Advisors
California
$3.97K +$85 +4 +2%
SCM
143
Sterling Capital Management
North Carolina
$3.22K +$85 +4 +3%
ACM
144
Aster Capital Management
United Arab Emirates
$3.22K +$791 +37 +32%
MG
145
Mather Group
Illinois
$3.13K +$3.14K +147 New
QL
146
Quarry LP
New York
$2.17K +$2.18K +102 New
RIL
147
Rothschild Investment LLC
Illinois
$2.13K -$1.18K -55 -35%
JFGIW
148
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.73K +$1.73K +81 New
Fifth Third Bancorp
149
Fifth Third Bancorp
Ohio
$1.53K -$214 -10 -12%
WWM
150
Wolff Wiese Magana
California
$1.49K

PWP Hedge Fund Activity: Q3 2025 in Review

165 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in Perella Weinberg Partners (PWP) for Q3 2025, worth a combined $1.38B — up 14% from $1.21B a quarter earlier.

Sellers outnumbered buyers: 25 funds closed out of PWP and 24 opened new positions — a net loss of 1 holder — while 52 trimmed existing stakes and 73 added.

The largest buyer was Nuveen, adding an estimated $44.6M. The largest seller was Adage Capital Partners, cutting an estimated $27M.

  • 165 institutional investors held Perella Weinberg Partners (PWP) as of Q3 2025, down from 167 in Q2 2025.
  • Funds reported $1.38B of Perella Weinberg Partners stock for Q3 2025, up 14% quarter-over-quarter.
  • 24 funds opened new Perella Weinberg Partners positions in Q3 2025 and 25 closed out, a net change of -1 holder.
  • The largest Perella Weinberg Partners buyer in Q3 2025 was Nuveen, an estimated $44.6M added.
  • The largest Perella Weinberg Partners seller in Q3 2025 was Adage Capital Partners, an estimated $27M sold.

Based on aggregated 13F filings for Q3 2025.