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Perella Weinberg Partners

165 hedge funds and large institutions have $1.38B invested in Perella Weinberg Partners in 2025 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 73 increasing their positions, 52 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 52

26% more call options, than puts

Call options by funds: $2.84M | Put options by funds: $2.25M

14% more capital invested

Capital invested by funds: $1.21B → $1.38B (+$172M)

3.49% more ownership

Funds ownership: 100.26%103.75% (+3.5%)

4% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 25

1% less funds holding

Funds holding: 167165 (-2)

Holders
165
Holders Change
-2
Holders Change %
-1.2%
% of All Funds
2.17%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
24
Increased
73
Reduced
52
Closed
25
Calls
$2.84M
Puts
$2.25M
Net Calls
+$590K
Net Calls Change
+$549K
Name Holding Trade Value Shares
Change
Change in
Stake
GRP
151
Global Retirement Partners
California
$1K +$321 +15 +47%
FFA
152
Farther Finance Advisors
California
$810 +$214 +10 +36%
TWD
153
True Wealth Design
Ohio
$789
LFG
154
Larson Financial Group
Missouri
$789 +$534 +25 +208%
TPCW
155
TD Private Client Wealth
New York
$768 +$769 +36 New
IA
156
IFP Advisors
Florida
$448 +$449 +21 New
JWM
157
JPL Wealth Management
Colorado
$427 +$427 +20 New
GFWA
158
Grey Fox Wealth Advisors
Delaware
$426 +$427 +20 New
AF
159
Allworth Financial
California
$363 +$321 +15 +750%
ASN
160
Advisory Services Network
Georgia
$298 +$299 +14 New
MPWT
161
MassMutual Private Wealth & Trust
Connecticut
$128
EP
162
Essential Partners
California
$43
ACL
163
Azora Capital LP
Florida
-$26.1M -1,344,347 Closed
PCM
164
Portolan Capital Management
Massachusetts
-$6.85M -352,886 Closed
Canada Pension Plan Investment Board
165
Canada Pension Plan Investment Board
Ontario, Canada
-$3.8M -195,900 Closed
ECM
166
ExodusPoint Capital Management
New York
-$2.29M -118,165 Closed
TI
167
Trexquant Investment
Connecticut
-$1.85M -95,468 Closed
Squarepoint
168
Squarepoint
New York
-$872K -44,886 Closed
Two Sigma Investments
169
Two Sigma Investments
New York
-$800K -41,196 Closed
MP
170
Mangrove Partners
Connecticut
-$724K -37,279 Closed
VCM
171
Voleon Capital Management
California
-$668K -34,404 Closed
QT
172
Quantbot Technologies
New York
-$615K -31,678 Closed
Point72 Asset Management
173
Point72 Asset Management
Connecticut
-$441K -22,729 Closed
D.E. Shaw & Co
174
D.E. Shaw & Co
New York
-$424K -21,815 Closed
DTL
175
Dynamic Technology Lab
Singapore
-$355K -18,267 Closed

PWP Hedge Fund Activity: Q3 2025 in Review

165 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in Perella Weinberg Partners (PWP) for Q3 2025, worth a combined $1.38B — up 14% from $1.21B a quarter earlier.

Sellers outnumbered buyers: 25 funds closed out of PWP and 24 opened new positions — a net loss of 1 holder — while 52 trimmed existing stakes and 73 added.

The largest buyer was Nuveen, adding an estimated $44.6M. The largest seller was Adage Capital Partners, cutting an estimated $27M.

  • 165 institutional investors held Perella Weinberg Partners (PWP) as of Q3 2025, down from 167 in Q2 2025.
  • Funds reported $1.38B of Perella Weinberg Partners stock for Q3 2025, up 14% quarter-over-quarter.
  • 24 funds opened new Perella Weinberg Partners positions in Q3 2025 and 25 closed out, a net change of -1 holder.
  • The largest Perella Weinberg Partners buyer in Q3 2025 was Nuveen, an estimated $44.6M added.
  • The largest Perella Weinberg Partners seller in Q3 2025 was Adage Capital Partners, an estimated $27M sold.

Based on aggregated 13F filings for Q3 2025.