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Perella Weinberg Partners

167 hedge funds and large institutions have $1.21B invested in Perella Weinberg Partners in 2025 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 88 increasing their positions, 36 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

513% more call options, than puts

Call options by funds: $49K | Put options by funds: $8K

144% more repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 36

18% more capital invested

Capital invested by funds: $1.02B → $1.21B (+$189M)

6.94% more ownership

Funds ownership: 93.31%100.26% (+6.9%)

2% less funds holding

Funds holding: 171167 (-4)

12% less first-time investments, than exits

New positions opened: 30 | Existing positions closed: 34

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
167
Holders Change
-4
Holders Change %
-2.34%
% 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
30
Increased
88
Reduced
36
Closed
34
Calls
$49K
Puts
$8K
Net Calls
+$41K
Net Calls Change
-$93K
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$165M +$4.28M +242,437 +3%
BlackRock
2
BlackRock
New York
$90.2M +$6.5M +368,154 +9%
Wellington Management Group
3
Wellington Management Group
Massachusetts
$84.5M +$23.7M +1,343,269 +45%
Vanguard Group
4
Vanguard Group
Pennsylvania
$68.6M +$6.77M +383,384 +12%
Adage Capital Partners
5
Adage Capital Partners
Massachusetts
$60.9M +$23.5M +1,328,312 +73%
William Blair Investment Management
6
William Blair Investment Management
Illinois
$44M +$16.5M +934,382 +70%
State Street
7
State Street
Massachusetts
$32.7M +$2.05M +115,879 +7%
Ameriprise
8
Ameriprise
Minnesota
$30.6M +$12.3M +698,021 +80%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$29M +$2.59M +146,352 +11%
WHG
10
Westwood Holdings Group
Texas
$28M +$25.5M +1,442,796 New
Goldman Sachs
11
Goldman Sachs
New York
$27.9M +$3.92M +221,988 +18%
Walleye Capital
12
Walleye Capital
New York
$26.7M +$11M +621,570 +83%
ACL
13
Azora Capital LP
Florida
$26.1M -$8.44M -477,518 -26%
WA
14
Wasatch Advisors
Utah
$25.7M +$1.45M +81,868 +7%
BCM
15
Basswood Capital Management
New York
$24.5M +$8.28M +468,511 +59%
Schroder Investment Management Group
16
Schroder Investment Management Group
United Kingdom
$23.2M -$1.84M -104,324 -8%
Franklin Resources
17
Franklin Resources
California
$22.5M +$4.18M +236,637 +26%
Macquarie Group
18
Macquarie Group
Australia
$22.4M +$542K +30,697 +3%
RA
19
Royce & Associates
New York
$18M -$3.02M -170,761 -16%
Raymond James Financial
20
Raymond James Financial
Florida
$17.8M +$682K +38,595 +4%
Bank of America
21
Bank of America
North Carolina
$17.6M -$924K -52,298 -5%
GKIM
22
GW&K Investment Management
Massachusetts
$16.2M -$1.31M -73,898 -8%
GPGA
23
Grandeur Peak Global Advisors
Utah
$12.5M +$915K +51,802 +9%
Morgan Stanley
24
Morgan Stanley
New York
$12M +$1.45M +82,136 +15%
Boston Partners
25
Boston Partners
Massachusetts
$11.4M +$1.7M +96,300 +20%

PWP Hedge Fund Activity: Q2 2025 in Review

167 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Perella Weinberg Partners (PWP) for Q2 2025, worth a combined $1.21B — up 18% from $1.02B a quarter earlier.

Sellers outnumbered buyers: 34 funds closed out of PWP and 30 opened new positions — a net loss of 4 holders — while 36 trimmed existing stakes and 88 added.

The largest buyer was Westwood Holdings Group, opening a new position worth an estimated $25.5M. The largest seller was Channing Capital Management, exiting entirely with an estimated $39.4M sold.

  • 167 institutional investors held Perella Weinberg Partners (PWP) as of Q2 2025, down from 171 in Q1 2025.
  • Funds reported $1.21B of Perella Weinberg Partners stock for Q2 2025, up 18% quarter-over-quarter.
  • 30 funds opened new Perella Weinberg Partners positions in Q2 2025 and 34 closed out, a net change of -4 holders.
  • The largest Perella Weinberg Partners buyer in Q2 2025 was Westwood Holdings Group, an estimated $25.5M added.
  • The largest Perella Weinberg Partners seller in Q2 2025 was Channing Capital Management, an estimated $39.4M sold.

Based on aggregated 13F filings for Q2 2025.