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Perella Weinberg Partners
PWP

Overview Fund Activity

164 hedge funds and large institutions have $1.19B invested in Perella Weinberg Partners in 2025 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 87 increasing their positions, 35 reducing their positions, and 33 closing their positions.

Holders
164
Holders Change
-7
Holders Change %
-4.09%
% 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
29
Increased
87
Reduced
35
Closed
33
Calls
$49K
Puts
$8K
Net Calls
+$41K
Net Calls Change
-$93K

Top Buyers

1
WHG
1
Westwood Holdings Group
Texas
$28M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$84.5M
3
Adage Capital Partners
3
Adage Capital Partners
Massachusetts
$60.9M
4
William Blair Investment Management
4
William Blair Investment Management
Illinois
$44M
5
Ameriprise
5
Ameriprise
Minnesota
$30.6M

Top Sellers

1
CCM
1
Channing Capital Management
Illinois
$0
2
ACL
2
Azora Capital LP
Florida
$26.1M
3
New York State Common Retirement Fund
3
New York State Common Retirement Fund
New York
$7.69M
4
Balyasny Asset Management
4
Balyasny Asset Management
Illinois
$0
5
DCM
5
Driehaus Capital Management
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BPC
176
Banque Pictet & Cie
Switzerland
– – -32,905 Closed
SO
177
STRS Ohio
Ohio
– – -32,900 Closed
JFG
178
Jefferies Financial Group
New York
– – -31,996 Closed
CF
179
Corebridge Financial
Texas
– – -25,341 Closed
SSA
180
Schonfeld Strategic Advisors
New York
– – -18,358 Closed
DFCM
181
Dark Forest Capital Management
Puerto Rico
– – -15,660 Closed
CWM
182
CIBC World Markets
New York
– – -11,478 Closed
CAPTRUST Financial Advisors
183
CAPTRUST Financial Advisors
North Carolina
– – -10,849 Closed
PMAM
184
Picton Mahoney Asset Management
Ontario, Canada
– – -6,415 Closed
BAMF
185
BI Asset Management Fondsmaeglerselskab
Denmark
– – -2,180 Closed
CCM
186
Coldstream Capital Management
Washington
– – -1,788 Closed
QCG
187
Quadrant Capital Group
Ohio
– – -1,510 Closed
QL
188
Quarry LP
New York
– – -1,045 Closed
PS
189
Principal Securities
Iowa
– – -724 Closed
RFS
190
Richardson Financial Services
Massachusetts
– – -361 Closed
HCP
191
Hexagon Capital Partners
Arkansas
– – -193 Closed
MG
192
Mather Group
Illinois
– – -147 Closed
CA
193
CoreCap Advisors
Michigan
– – -60 Closed
Simplex Trading
194
Simplex Trading
Illinois
– – -51 Closed
NA
195
NewEdge Advisors
Louisiana
– – -50 Closed
Amundi
196
Amundi
France
– – -2 Closed
Group One Trading
197
Group One Trading
Illinois
– – – –
C
198
Covestor
United Kingdom
$0 6 – –
AW
199
Avion Wealth
Texas
$0 31 +31 New
4 5 6 7
8