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Perella Weinberg Partners
PWP

Overview Fund Activity

166 hedge funds and large institutions have $1.21B invested in Perella Weinberg Partners in 2025 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 88 increasing their positions, 36 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
166
Holders Change
-5
Holders Change %
-2.92%
% of All Funds
2.23%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
29
Increased
88
Reduced
36
Closed
34
Calls
$49K
Puts
$8K
Net Calls
+$41K
Net Calls Change
-$93K

Top Buyers

1
WHG
Westwood Holdings Group
Texas
$28M
2
Wellington Management Group
Wellington Management Group
Massachusetts
$84.5M
3
Adage Capital Partners
Adage Capital Partners
Massachusetts
$60.9M
4
William Blair Investment Management
William Blair Investment Management
Illinois
$44M
5
Ameriprise
Ameriprise
Minnesota
$30.6M

Top Sellers

1
CCM
Channing Capital Management
Illinois
$0
2
ACL
Azora Capital LP
Florida
$26.1M
3
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$7.69M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
$0
5
DCM
Driehaus Capital Management
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Fidelity Investments
1
Fidelity Investments
Massachusetts
$165M +$4.71M +242,437 +3%
BlackRock
2
BlackRock
New York
$90.2M +$7.15M +368,154 +9%
Wellington Management Group
3
Wellington Management Group
Massachusetts
$84.5M +$26.1M +1,343,269 +45%
Vanguard Group
4
Vanguard Group
Pennsylvania
$68.6M +$7.45M +383,384 +12%
Adage Capital Partners
5
Adage Capital Partners
Massachusetts
$60.9M +$25.8M +1,328,312 +73%
William Blair Investment Management
6
William Blair Investment Management
Illinois
$44M +$18.1M +934,382 +70%
State Street
7
State Street
Massachusetts
$32.7M +$2.25M +115,879 +7%
Ameriprise
8
Ameriprise
Minnesota
$30.6M +$13.6M +698,021 +80%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$29M +$2.84M +146,352 +11%
WHG
10
Westwood Holdings Group
Texas
$28M +$28M +1,442,796 New
Goldman Sachs
11
Goldman Sachs
New York
$27.9M +$4.31M +221,988 +18%
Walleye Capital
12
Walleye Capital
New York
$26.7M +$12.1M +621,570 +83%
ACL
13
Azora Capital LP
Florida
$26.1M -$9.27M -477,518 -26%
WA
14
Wasatch Advisors
Utah
$25.7M +$1.59M +81,868 +7%
BCM
15
Basswood Capital Management
New York
$24.5M +$9.1M +468,511 +59%
Schroder Investment Management Group
16
Schroder Investment Management Group
United Kingdom
$23.2M -$2.03M -104,324 -8%
Franklin Resources
17
Franklin Resources
California
$22.5M +$4.6M +236,637 +26%
Macquarie Group
18
Macquarie Group
Australia
$22.4M +$596K +30,697 +3%
RA
19
Royce & Associates
New York
$18M -$3.32M -170,761 -16%
Raymond James Financial
20
Raymond James Financial
Florida
$17.8M +$750K +38,595 +4%
Bank of America
21
Bank of America
North Carolina
$17.6M -$1.02M -52,298 -5%
GKIM
22
GW&K Investment Management
Massachusetts
$16.2M -$1.44M -73,898 -8%
GPGA
23
Grandeur Peak Global Advisors
Utah
$12.5M +$1.01M +51,802 +9%
Morgan Stanley
24
Morgan Stanley
New York
$12M +$1.6M +82,136 +15%
Boston Partners
25
Boston Partners
Massachusetts
$11.4M +$1.87M +96,300 +20%
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