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Perella Weinberg Partners

167 hedge funds and large institutions have $1.21B invested in Perella Weinberg Partners in 2025 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 88 increasing their positions, 36 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

513% more call options, than puts

Call options by funds: $49K | Put options by funds: $8K

144% more repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 36

18% more capital invested

Capital invested by funds: $1.02B → $1.21B (+$189M)

6.94% more ownership

Funds ownership: 93.31%100.26% (+6.9%)

2% less funds holding

Funds holding: 171167 (-4)

12% less first-time investments, than exits

New positions opened: 30 | Existing positions closed: 34

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
167
Holders Change
-4
Holders Change %
-2.34%
% of All Funds
2.2%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
30
Increased
88
Reduced
36
Closed
34
Calls
$49K
Puts
$8K
Net Calls
+$41K
Net Calls Change
-$93K
Name Holding Trade Value Shares
Change
Change in
Stake
CIAM
151
Caitong International Asset Management
Hong Kong
$2.14K +$1.94K +110 New
PSFG
152
Park Square Financial Group
Georgia
$1.82K +$1.66K +94 New
Fifth Third Bancorp
153
Fifth Third Bancorp
Ohio
$1.59K +$866 +49 +148%
WWM
154
Wolff Wiese Magana
California
$1.36K
FLFS
155
Family Legacy Financial Solutions
North Carolina
$1.24K +$1.13K +64 New
AAP
156
Arax Advisory Partners
Colorado
$1.07K -$3.34K -189 -77%
MCM
157
MAI Capital Management
Ohio
$991 +$901 +51 New
TWD
158
True Wealth Design
Ohio
$719 +$371 +21 +131%
SAM
159
Smartleaf Asset Management
Massachusetts
$636 -$9.5K -538 -94%
GRP
160
Global Retirement Partners
California
$621 +$565 +32 New
FFA
161
Farther Finance Advisors
California
$544
BIG
162
Brooklyn Investment Group
New York
$525 -$265 -15 -36%
LFG
163
Larson Financial Group
Missouri
$233 -$2.28K -129 -91%
MPWT
164
MassMutual Private Wealth & Trust
Connecticut
$117 +$106 +6 New
AF
165
Allworth Financial
California
$39 -$707 -40 -95%
EP
166
Essential Partners
California
$39 +$35 +2 New
CCM
167
Channing Capital Management
Illinois
-$39.4M -2,142,888 Closed
Balyasny Asset Management
168
Balyasny Asset Management
Illinois
-$7.78M -423,068 Closed
DCM
169
Driehaus Capital Management
Illinois
-$4.56M -247,872 Closed
CCMG
170
Clark Capital Management Group
Pennsylvania
-$3.75M -203,941 Closed
LIP
171
Lighthouse Investment Partners
Florida
-$2.86M -155,488 Closed
Jane Street
172
Jane Street
New York
-$2.58M -140,069 Closed
Citadel Advisors
173
Citadel Advisors
Florida
-$2.03M -110,292 Closed
IP
174
Interval Partners
New York
-$1.03M -56,220 Closed
AIMCA
175
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
-$974K -52,928 Closed

PWP Hedge Fund Activity: Q2 2025 in Review

167 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Perella Weinberg Partners (PWP) for Q2 2025, worth a combined $1.21B — up 18% from $1.02B a quarter earlier.

Sellers outnumbered buyers: 34 funds closed out of PWP and 30 opened new positions — a net loss of 4 holders — while 36 trimmed existing stakes and 88 added.

The largest buyer was Westwood Holdings Group, opening a new position worth an estimated $25.5M. The largest seller was Channing Capital Management, exiting entirely with an estimated $39.4M sold.

  • 167 institutional investors held Perella Weinberg Partners (PWP) as of Q2 2025, down from 171 in Q1 2025.
  • Funds reported $1.21B of Perella Weinberg Partners stock for Q2 2025, up 18% quarter-over-quarter.
  • 30 funds opened new Perella Weinberg Partners positions in Q2 2025 and 34 closed out, a net change of -4 holders.
  • The largest Perella Weinberg Partners buyer in Q2 2025 was Westwood Holdings Group, an estimated $25.5M added.
  • The largest Perella Weinberg Partners seller in Q2 2025 was Channing Capital Management, an estimated $39.4M sold.

Based on aggregated 13F filings for Q2 2025.