We are live on ! Find out more
PWP icon

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
LFG
151
Larson Financial Group
Missouri
$8.27K
CA
152
Clearstead Advisors
Ohio
$6.94K +$6.75K +291 New
PA
153
Parallel Advisors
California
$4.34K
JFGIW
154
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$3.92K -$905 -39 -20%
GRP
155
Global Retirement Partners
California
$3.74K +$3.64K +157 New
GI
156
GAMMA Investing
California
$3.65K +$1.58K +68 +80%
S
157
SignatureFD
Georgia
$3.36K +$3.27K +141 New
PSFG
158
Park Square Financial Group
Georgia
$2.24K +$2.18K +94 New
Nisa Investment Advisors
159
Nisa Investment Advisors
Missouri
$1.91K
WWM
160
Wolff Wiese Magana
California
$1.67K
Fifth Third Bancorp
161
Fifth Third Bancorp
Ohio
$1.53K -$1.02K -44 -41%
SCM
162
Sterling Capital Management
North Carolina
$1.29K
NA
163
NewEdge Advisors
Louisiana
$1.19K +$1.16K +50 New
Northwestern Mutual Wealth Management
164
Northwestern Mutual Wealth Management
Wisconsin
$1.17K +$1.14K +49 New
EWA
165
EverSource Wealth Advisors
Alabama
$977 +$951 +41 New
FFA
166
Farther Finance Advisors
California
$668
Amundi
167
Amundi
France
$650 +$650 +28 New
CA
168
CoreCap Advisors
Michigan
$596
AF
169
Allworth Financial
California
$498 +$441 +19 New
RIL
170
Rothschild Investment LLC
Illinois
$477
IA
171
IFP Advisors
Florida
$334
MIM
172
Monashee Investment Management
Massachusetts
-$3.59M -185,981 Closed
FCM
173
FJ Capital Management
Virginia
-$2.62M -135,700 Closed
Jane Street
174
Jane Street
New York
-$1.14M -59,146 Closed
CM
175
CastleKnight Management
New York
-$935K -48,400 Closed

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.