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Perella Weinberg Partners
PWP

Overview Fund Activity

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.

Holders
171
Holders Change
+23
Holders Change %
+15.54%
% of All Funds
2.28%
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

Top Buyers

1
Raymond James Financial
1
Raymond James Financial
Florida
$18.5M
2
CCM
2
Channing Capital Management
Illinois
$16.2M
3
Franklin Resources
3
Franklin Resources
California
$13.6M
4
Walleye Capital
4
Walleye Capital
New York
$10.3M
5
CS
5
Cannell & Spears
New York
$8.88M

Top Sellers

1
Schroder Investment Management Group
1
Schroder Investment Management Group
United Kingdom
$27.7M
2
BCM
2
Basswood Capital Management
New York
$15.5M
3
WA
3
Wasatch Advisors
Utah
$28.1M
4
NSGL
4
No Street GP LP
California
$7.15M
5
Nuveen Asset Management
5
Nuveen Asset Management
Illinois
$5.1M
Name Market Value Shares Shares
Change 		Shares
Change %
LFG
151
Larson Financial Group
Missouri
$8.27K 347 – –
CA
152
Clearstead Advisors
Ohio
$6.94K 291 +291 New
PA
153
Parallel Advisors
California
$4.34K 182 – –
JFGIW
154
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$3.93K 152 -39 -20%
GRP
155
Global Retirement Partners
California
$3.74K 157 +157 New
GI
156
GAMMA Investing
California
$3.65K 153 +68 +80%
S
157
SignatureFD
Georgia
$3.36K 141 +141 New
PSFG
158
Park Square Financial Group
Georgia
$2.24K 94 +94 New
Nisa Investment Advisors
159
Nisa Investment Advisors
Missouri
$1.91K 80 – –
WWM
160
Wolff Wiese Magana
California
$1.67K 70 – –
Fifth Third Bancorp
161
Fifth Third Bancorp
Ohio
$1.53K 64 -44 -41%
SCM
162
Sterling Capital Management
North Carolina
$1.29K 54 – –
NA
163
NewEdge Advisors
Louisiana
$1.19K 50 +50 New
Northwestern Mutual Wealth Management
164
Northwestern Mutual Wealth Management
Wisconsin
$1.17K 49 +49 New
EWA
165
EverSource Wealth Advisors
Alabama
$977 41 +41 New
FFA
166
Farther Finance Advisors
California
$668 28 – –
Amundi
167
Amundi
France
$650 28 +28 New
CA
168
CoreCap Advisors
Michigan
$596 25 – –
AF
169
Allworth Financial
California
$498 19 +19 New
RIL
170
Rothschild Investment LLC
Illinois
$477 20 – –
IA
171
IFP Advisors
Florida
– – – –
MIM
172
Monashee Investment Management
Massachusetts
– – -185,981 Closed
FCM
173
FJ Capital Management
Virginia
– – -135,700 Closed
Jane Street
174
Jane Street
New York
– – -59,146 Closed
CM
175
CastleKnight Management
New York
– – -48,400 Closed
4 5 6
7
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