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Perella Weinberg Partners

171 hedge funds and large institutions have $1.02B invested in Perella Weinberg Partners in 2025 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 68 increasing their positions, 59 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

432% more call options, than puts

Call options by funds: $165K | Put options by funds: $31K

15% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 59

4% more ownership

Funds ownership: 89.31%93.31% (+4%)

4% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 23

0% more funds holding

Funds holding: 171171 (0)

18% less capital invested

Capital invested by funds: $1.25B → $1.02B (-$230M)

Holders
171
Holders Change
Holders Change %
0%
% of All Funds
2.29%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
24
Increased
68
Reduced
59
Closed
23
Calls
$165K
Puts
$31K
Net Calls
+$134K
Net Calls Change
-$297K
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$152M +$1.87M +82,563 +1%
BlackRock
2
BlackRock
New York
$78.7M -$769K -33,911 -0.8%
Vanguard Group
3
Vanguard Group
Pennsylvania
$58M -$300K -13,224 -0.4%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$55.4M +$38.4M +1,692,922 +129%
CCM
5
Channing Capital Management
Illinois
$39.4M +$33.2M +1,463,083 +215%
ACL
6
Azora Capital LP
Florida
$33.5M -$15.2M -670,924 -27%
Adage Capital Partners
7
Adage Capital Partners
Massachusetts
$33.3M +$22.7M +1,002,387 +124%
State Street
8
State Street
Massachusetts
$28.8M +$4.45M +196,313 +14%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$24.7M +$1.41M +62,329 +5%
William Blair Investment Management
10
William Blair Investment Management
Illinois
$24.5M +$2.21M +97,313 +8%
Schroder Investment Management Group
11
Schroder Investment Management Group
United Kingdom
$24M +$2.9M +127,678 +11%
WA
12
Wasatch Advisors
Utah
$22.8M +$1.37M +60,278 +5%
Goldman Sachs
13
Goldman Sachs
New York
$22.3M -$2.94M -129,444 -10%
Macquarie Group
14
Macquarie Group
Australia
$20.6M +$3.02M +133,116 +13%
RA
15
Royce & Associates
New York
$20.2M +$887K +39,096 +4%
Bank of America
16
Bank of America
North Carolina
$17.6M +$6.5M +286,592 +43%
Franklin Resources
17
Franklin Resources
California
$16.9M +$7.97M +351,119 +62%
GKIM
18
GW&K Investment Management
Massachusetts
$16.7M -$681K -30,030 -3%
Raymond James Financial
19
Raymond James Financial
Florida
$16.2M +$2.36M +104,035 +13%
Ameriprise
20
Ameriprise
Minnesota
$16.1M +$1.31M +57,812 +7%
New York State Common Retirement Fund
21
New York State Common Retirement Fund
New York
$15.6M +$15.4M +680,563 +403%
BCM
22
Basswood Capital Management
New York
$14.6M +$3.26M +143,781 +22%
Walleye Capital
23
Walleye Capital
New York
$13.8M +$7.24M +318,971 +74%
Russell Investments Group
24
Russell Investments Group
United Kingdom
$11M -$1.44M -63,380 -10%
GPGA
25
Grandeur Peak Global Advisors
Utah
$10.9M -$467K -20,589 -3%

PWP Hedge Fund Activity: Q1 2025 in Review

171 of the 7,462 institutional investors tracked by Wall St. Rank reported a position in Perella Weinberg Partners (PWP) for Q1 2025, worth a combined $1.02B — down 18% from $1.25B a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new PWP positions and 23 closed out — a net gain of 1 holder — while 68 added to existing stakes and 59 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $38.4M. The largest seller was Westwood Holdings Group, exiting entirely with an estimated $50.4M sold.

  • 171 institutional investors held Perella Weinberg Partners (PWP) as of Q1 2025, unchanged from Q4 2024.
  • Funds reported $1.02B of Perella Weinberg Partners stock for Q1 2025, down 18% quarter-over-quarter.
  • 24 funds opened new Perella Weinberg Partners positions in Q1 2025 and 23 closed out, a net change of +1 holder.
  • The largest Perella Weinberg Partners buyer in Q1 2025 was Wellington Management Group, an estimated $38.4M added.
  • The largest Perella Weinberg Partners seller in Q1 2025 was Westwood Holdings Group, an estimated $50.4M sold.

Based on aggregated 13F filings for Q1 2025.