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Perella Weinberg Partners

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.

New
Increased
Maintained
Reduced
Closed

440% more call options, than puts

Call options by funds: $529K | Put options by funds: $98K

217% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 12

35% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 49

29% more capital invested

Capital invested by funds: $968M → $1.25B (+$284M)

16% more funds holding

Funds holding: 148171 (+23)

5.75% less ownership

Funds ownership: 95.06%89.31% (-5.7%)

Holders
171
Holders Change
+23
Holders Change %
+15.54%
% of All Funds
2.25%
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
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$195M +$7M +301,587 +4%
BlackRock
2
BlackRock
New York
$103M +$7.84M +337,868 +9%
Vanguard Group
3
Vanguard Group
Pennsylvania
$75.4M +$6.04M +260,319 +9%
ACL
4
Azora Capital LP
Florida
$59.4M +$1.9M +81,747 +3%
WHG
5
Westwood Holdings Group
Texas
$50.4M +$370K +15,961 +0.8%
State Street
6
State Street
Massachusetts
$32.6M -$240K -10,350 -0.8%
Goldman Sachs
7
Goldman Sachs
New York
$32M -$4.74M -204,049 -13%
Wellington Management Group
8
Wellington Management Group
Massachusetts
$31.4M +$3.69M +158,957 +14%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$30.6M +$565K +24,349 +2%
William Blair Investment Management
10
William Blair Investment Management
Illinois
$29.5M +$706K +30,441 +3%
WA
11
Wasatch Advisors
Utah
$28.1M -$7.05M -304,006 -20%
Schroder Investment Management Group
12
Schroder Investment Management Group
United Kingdom
$27.7M -$13.2M -567,493 -33%
RA
13
Royce & Associates
New York
$25.3M -$2.76M -119,053 -10%
Macquarie Group
14
Macquarie Group
Australia
$23.6M -$71K -3,061 -0.3%
GKIM
15
GW&K Investment Management
Massachusetts
$22.3M -$385K -16,610 -2%
Ameriprise
16
Ameriprise
Minnesota
$19.5M -$283K -12,199 -1%
Hotchkis & Wiley Capital Management
17
Hotchkis & Wiley Capital Management
California
$19.4M -$1.94M -83,700 -9%
Adage Capital Partners
18
Adage Capital Partners
Massachusetts
$19.2M -$5.38M -231,830 -22%
Raymond James Financial
19
Raymond James Financial
Florida
$18.5M +$18M +775,710 New
CCM
20
Channing Capital Management
Illinois
$16.2M +$15.8M +679,805 New
Bank of America
21
Bank of America
North Carolina
$16M +$4.93M +212,296 +46%
Russell Investments Group
22
Russell Investments Group
United Kingdom
$15.8M +$3.46M +149,234 +29%
BCM
23
Basswood Capital Management
New York
$15.5M -$10.4M -449,691 -41%
DCM
24
Driehaus Capital Management
Illinois
$15.4M -$168K -7,244 -1%
GPGA
25
Grandeur Peak Global Advisors
Utah
$14.6M -$5.85M -252,132 -29%

PWP Hedge Fund Activity: Q4 2024 in Review

171 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Perella Weinberg Partners (PWP) for Q4 2024, worth a combined $1.25B — up 29% from $968M a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new PWP positions and 12 closed out — a net gain of 26 holders — while 66 added to existing stakes and 49 trimmed.

The largest buyer was Channing Capital Management, opening a new position worth an estimated $15.8M. The largest seller was Schroder Investment Management Group, cutting an estimated $13.2M.

  • 171 institutional investors held Perella Weinberg Partners (PWP) as of Q4 2024, up from 148 in Q3 2024.
  • Funds reported $1.25B of Perella Weinberg Partners stock for Q4 2024, up 29% quarter-over-quarter.
  • 38 funds opened new Perella Weinberg Partners positions in Q4 2024 and 12 closed out, a net change of +26 holders.
  • The largest Perella Weinberg Partners buyer in Q4 2024 was Channing Capital Management, an estimated $15.8M added.
  • The largest Perella Weinberg Partners seller in Q4 2024 was Schroder Investment Management Group, an estimated $13.2M sold.

Based on aggregated 13F filings for Q4 2024.