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Perella Weinberg Partners

166 hedge funds and large institutions have $1.21B invested in Perella Weinberg Partners in 2025 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 88 increasing their positions, 36 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

3% less funds holding

Funds holding: 171166 (-5)

15% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 34

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
166
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$49K
Puts
$8K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CIAM
151
Caitong International Asset Management
Hong Kong
$2.14K
PSFG
152
Park Square Financial Group
Georgia
$1.82K
Fifth Third Bancorp
153
Fifth Third Bancorp
Ohio
$1.59K
WWM
154
Wolff Wiese Magana
California
$1.36K
FLFS
155
Family Legacy Financial Solutions
North Carolina
$1.24K
AAP
156
Arax Advisory Partners
Colorado
$1.07K
MCM
157
MAI Capital Management
Ohio
$991
TWD
158
True Wealth Design
Ohio
$719
SAM
159
Smartleaf Asset Management
Massachusetts
$636
GRP
160
Global Retirement Partners
California
$621
FFA
161
Farther Finance Advisors
California
$544
BIG
162
Brooklyn Investment Group
New York
$525
LFG
163
Larson Financial Group
Missouri
$233
MPWT
164
MassMutual Private Wealth & Trust
Connecticut
$117
AF
165
Allworth Financial
California
$39
CCM
166
Channing Capital Management
Illinois
Balyasny Asset Management
167
Balyasny Asset Management
Illinois
DCM
168
Driehaus Capital Management
Illinois
CCMG
169
Clark Capital Management Group
Pennsylvania
LIP
170
Lighthouse Investment Partners
Florida
Jane Street
171
Jane Street
New York
Citadel Advisors
172
Citadel Advisors
Florida
IP
173
Interval Partners
New York
AIMCA
174
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
BPC
175
Bryce Point Capital
New York