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Perella Weinberg Partners
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Overview Fund Activity

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.

Holders
171
Holders Change
+23
Holders Change %
+15.54%
% of All Funds
2.28%
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

Top Buyers

1
Raymond James Financial
1
Raymond James Financial
Florida
$18.5M
2
CCM
2
Channing Capital Management
Illinois
$16.2M
3
Franklin Resources
3
Franklin Resources
California
$13.6M
4
Walleye Capital
4
Walleye Capital
New York
$10.3M
5
CS
5
Cannell & Spears
New York
$8.88M

Top Sellers

1
Schroder Investment Management Group
1
Schroder Investment Management Group
United Kingdom
$27.7M
2
BCM
2
Basswood Capital Management
New York
$15.5M
3
WA
3
Wasatch Advisors
Utah
$28.1M
4
NSGL
4
No Street GP LP
California
$7.15M
5
Nuveen Asset Management
5
Nuveen Asset Management
Illinois
$5.1M
Name Market Value Shares Shares
Change 		Shares
Change %
Fidelity Investments
1
Fidelity Investments
Massachusetts
$195M 8,181,941 +301,587 +4%
BlackRock
2
BlackRock
New York
$103M 4,310,131 +337,868 +9%
Vanguard Group
3
Vanguard Group
Pennsylvania
$75.4M 3,163,844 +260,319 +9%
ACL
4
Azora Capital LP
Florida
$59.4M 2,492,789 +81,747 +3%
WHG
5
Westwood Holdings Group
Texas
$50.4M 2,112,393 +15,961 +0.8%
State Street
6
State Street
Massachusetts
$32.6M 1,369,068 -10,350 -0.8%
Goldman Sachs
7
Goldman Sachs
New York
$32M 1,343,901 -204,049 -13%
Wellington Management Group
8
Wellington Management Group
Massachusetts
$31.4M 1,316,562 +158,957 +14%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$30.6M 1,281,969 +24,349 +2%
William Blair Investment Management
10
William Blair Investment Management
Illinois
$29.5M 1,236,570 +30,441 +3%
WA
11
Wasatch Advisors
Utah
$28.1M 1,179,423 -304,006 -20%
Schroder Investment Management Group
12
Schroder Investment Management Group
United Kingdom
$27.7M 1,172,740 -567,493 -33%
RA
13
Royce & Associates
New York
$25.3M 1,060,058 -119,053 -10%
Macquarie Group
14
Macquarie Group
Australia
$23.6M 988,143 -3,061 -0.3%
GKIM
15
GW&K Investment Management
Massachusetts
$22.3M 936,616 -16,610 -2%
Ameriprise
16
Ameriprise
Minnesota
$19.5M 819,230 -12,199 -1%
Hotchkis & Wiley Capital Management
17
Hotchkis & Wiley Capital Management
California
$19.4M 815,770 -83,700 -9%
Adage Capital Partners
18
Adage Capital Partners
Massachusetts
$19.2M 805,785 -231,830 -22%
Raymond James Financial
19
Raymond James Financial
Florida
$18.5M 775,710 +775,710 New
CCM
20
Channing Capital Management
Illinois
$16.2M 679,805 +679,805 New
Bank of America
21
Bank of America
North Carolina
$16M 672,481 +212,296 +46%
Russell Investments Group
22
Russell Investments Group
United Kingdom
$15.8M 661,464 +149,234 +29%
BCM
23
Basswood Capital Management
New York
$15.5M 650,928 -449,691 -41%
DCM
24
Driehaus Capital Management
Illinois
$15.4M 644,085 -7,244 -1%
GPGA
25
Grandeur Peak Global Advisors
Utah
$14.6M 613,142 -252,132 -29%
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