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Perella Weinberg Partners
PWP

Overview Fund Activity

171 hedge funds and large institutions have $1.02B invested in Perella Weinberg Partners in 2025 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 68 increasing their positions, 58 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
171
Holders Change
–
Holders Change %
0%
% of All Funds
2.32%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
25
Increased
68
Reduced
58
Closed
23
Calls
$165K
Puts
$31K
Net Calls
+$134K
Net Calls Change
-$297K

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$31.1M
2
CCM
Channing Capital Management
Illinois
+$26.9M
3
Adage Capital Partners
Adage Capital Partners
Massachusetts
+$18.4M
4
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
+$12.5M
5
PCM
Penn Capital Management
Pennsylvania
+$9.72M

Top Sellers

1
WHG
Westwood Holdings Group
Texas
-$50.4M
2
ACL
Azora Capital LP
Florida
-$12.3M
3
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
-$10.1M
4
CS
Cannell & Spears
New York
-$8.88M
5
ECM
ExodusPoint Capital Management
New York
-$7.51M
Name Holding Trade Value Shares
Change 		Shares
Change %
Fidelity Investments
1
Fidelity Investments
Massachusetts
$152M +$1.52M +82,563 +1%
BlackRock
2
BlackRock
New York
$78.7M -$624K -33,911 -0.8%
Vanguard Group
3
Vanguard Group
Pennsylvania
$58M -$243K -13,224 -0.4%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$55.4M +$31.1M +1,692,922 +129%
CCM
5
Channing Capital Management
Illinois
$39.4M +$26.9M +1,463,083 +215%
ACL
6
Azora Capital LP
Florida
$33.5M -$12.3M -670,924 -27%
Adage Capital Partners
7
Adage Capital Partners
Massachusetts
$33.3M +$18.4M +1,002,387 +124%
State Street
8
State Street
Massachusetts
$28.8M +$3.61M +196,313 +14%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$24.7M +$1.15M +62,329 +5%
William Blair Investment Management
10
William Blair Investment Management
Illinois
$24.5M +$1.79M +97,313 +8%
Schroder Investment Management Group
11
Schroder Investment Management Group
United Kingdom
$24M +$2.36M +127,678 +11%
WA
12
Wasatch Advisors
Utah
$22.8M +$1.11M +60,278 +5%
Goldman Sachs
13
Goldman Sachs
New York
$22.3M -$2.38M -129,444 -10%
Macquarie Group
14
Macquarie Group
Australia
$20.6M +$2.45M +133,116 +13%
RA
15
Royce & Associates
New York
$20.2M +$719K +39,096 +4%
Bank of America
16
Bank of America
North Carolina
$17.6M +$5.27M +286,592 +43%
Franklin Resources
17
Franklin Resources
California
$16.9M +$6.46M +351,119 +62%
GKIM
18
GW&K Investment Management
Massachusetts
$16.7M -$553K -30,030 -3%
Raymond James Financial
19
Raymond James Financial
Florida
$16.2M +$1.91M +104,035 +13%
Ameriprise
20
Ameriprise
Minnesota
$16.1M +$1.06M +57,812 +7%
New York State Common Retirement Fund
21
New York State Common Retirement Fund
New York
$15.6M +$12.5M +680,563 +403%
BCM
22
Basswood Capital Management
New York
$14.6M +$2.65M +143,781 +22%
Walleye Capital
23
Walleye Capital
New York
$13.8M +$5.87M +318,971 +74%
Russell Investments Group
24
Russell Investments Group
United Kingdom
$11M -$1.17M -63,380 -10%
GPGA
25
Grandeur Peak Global Advisors
Utah
$10.9M -$379K -20,589 -3%
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