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Perella Weinberg Partners
PWP

Overview Fund Activity

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
Holders
166
Holders Change
-5
Holders Change %
-2.92%
% of All Funds
2.23%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
29
Increased
88
Reduced
36
Closed
34
Calls
$49K
Puts
$8K
Net Calls
+$41K
Net Calls Change
-$93K

Top Buyers

1
WHG
Westwood Holdings Group
Texas
+$28M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$26.1M
3
Adage Capital Partners
Adage Capital Partners
Massachusetts
+$25.8M
4
William Blair Investment Management
William Blair Investment Management
Illinois
+$18.1M
5
Ameriprise
Ameriprise
Minnesota
+$13.6M

Top Sellers

1
CCM
Channing Capital Management
Illinois
-$39.4M
2
ACL
Azora Capital LP
Florida
-$9.27M
3
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
-$8.81M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$7.78M
5
DCM
Driehaus Capital Management
Illinois
-$4.56M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIAM
151
Caitong International Asset Management
Hong Kong
$2.14K +$2.14K +110 New
PSFG
152
Park Square Financial Group
Georgia
$1.83K +$1.83K +94 New
Fifth Third Bancorp
153
Fifth Third Bancorp
Ohio
$1.59K +$951 +49 +148%
WWM
154
Wolff Wiese Magana
California
$1.36K – – –
FLFS
155
Family Legacy Financial Solutions
North Carolina
$1.24K +$1.24K +64 New
AAP
156
Arax Advisory Partners
Colorado
$1.07K -$3.67K -189 -77%
MCM
157
MAI Capital Management
Ohio
$991 +$991 +51 New
TWD
158
True Wealth Design
Ohio
$719 +$408 +21 +131%
SAM
159
Smartleaf Asset Management
Massachusetts
$636 -$10.7K -538 -94%
GRP
160
Global Retirement Partners
California
$621 +$621 +32 New
FFA
161
Farther Finance Advisors
California
$544 – – –
BIG
162
Brooklyn Investment Group
New York
$525 -$292 -15 -36%
LFG
163
Larson Financial Group
Missouri
$233 -$2.51K -129 -91%
MPWT
164
MassMutual Private Wealth & Trust
Connecticut
$117 +$117 +6 New
AF
165
Allworth Financial
California
$39 -$780 -40 -95%
CCM
166
Channing Capital Management
Illinois
– -$39.4M -2,142,888 Closed
Balyasny Asset Management
167
Balyasny Asset Management
Illinois
– -$7.78M -423,068 Closed
DCM
168
Driehaus Capital Management
Illinois
– -$4.56M -247,872 Closed
CCMG
169
Clark Capital Management Group
Pennsylvania
– -$3.75M -203,941 Closed
LIP
170
Lighthouse Investment Partners
Florida
– -$2.86M -155,488 Closed
Jane Street
171
Jane Street
New York
– -$2.58M -140,069 Closed
Citadel Advisors
172
Citadel Advisors
Florida
– -$2.03M -110,292 Closed
IP
173
Interval Partners
New York
– -$1.03M -56,220 Closed
AIMCA
174
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
– -$974K -52,928 Closed
BPC
175
Bryce Point Capital
New York
– -$1.14M -51,695 Closed
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