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Perella Weinberg Partners

165 hedge funds and large institutions have $1.38B invested in Perella Weinberg Partners in 2025 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 73 increasing their positions, 52 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 52

26% more call options, than puts

Call options by funds: $2.84M | Put options by funds: $2.25M

14% more capital invested

Capital invested by funds: $1.21B → $1.38B (+$172M)

3.49% more ownership

Funds ownership: 100.26%103.75% (+3.5%)

4% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 25

1% less funds holding

Funds holding: 167165 (-2)

Holders
165
Holders Change
-2
Holders Change %
-1.2%
% of All Funds
2.17%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
24
Increased
73
Reduced
52
Closed
25
Calls
$2.84M
Puts
$2.25M
Net Calls
+$590K
Net Calls Change
+$549K
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$205M +$23.4M +1,096,382 +13%
BlackRock
2
BlackRock
New York
$99.5M +$511K +23,898 +0.5%
Wellington Management Group
3
Wellington Management Group
Massachusetts
$88.9M -$3.9M -182,491 -4%
William Blair Investment Management
4
William Blair Investment Management
Illinois
$76M +$27.7M +1,298,246 +57%
Vanguard Group
5
Vanguard Group
Pennsylvania
$74.2M -$1.12M -52,611 -1%
N
6
Nuveen
North Carolina
$47.2M +$44.6M +2,086,590 +1,622%
Adage Capital Partners
7
Adage Capital Partners
Massachusetts
$39.9M -$27M -1,263,965 -40%
WHG
8
Westwood Holdings Group
Texas
$37.8M +$7.01M +327,968 +23%
State Street
9
State Street
Massachusetts
$37.5M +$1.66M +77,498 +5%
Ameriprise
10
Ameriprise
Minnesota
$33.6M +$64.9K +3,035 +0.2%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$32.2M +$372K +17,397 +1%
Goldman Sachs
12
Goldman Sachs
New York
$32.1M +$1.49M +69,688 +5%
Walleye Capital
13
Walleye Capital
New York
$31M +$1.77M +83,008 +6%
WA
14
Wasatch Advisors
Utah
$28.3M +$98.2K +4,595 +0.3%
Franklin Resources
15
Franklin Resources
California
$27.7M +$3.04M +142,372 +12%
BCM
16
Basswood Capital Management
New York
$27.6M +$626K +29,304 +2%
RA
17
Royce & Associates
New York
$24.8M +$5.02M +234,907 +25%
Raymond James Financial
18
Raymond James Financial
Florida
$23.9M +$4.38M +204,867 +22%
Macquarie Group
19
Macquarie Group
Australia
$22.4M -$2.18M -102,201 -9%
Bank of America
20
Bank of America
North Carolina
$19.7M +$383K +17,911 +2%
Schroder Investment Management Group
21
Schroder Investment Management Group
United Kingdom
$18.4M -$7.29M -341,127 -29%
GKIM
22
GW&K Investment Management
Massachusetts
$17.3M -$470K -21,997 -3%
EA
23
Emerald Advisers
Pennsylvania
$17.1M +$5.03M +235,448 +41%
Boston Partners
24
Boston Partners
Massachusetts
$16.1M +$3.62M +169,190 +29%
Rockefeller Capital Management
25
Rockefeller Capital Management
New York
$15.2M +$15.3M +714,944 New

PWP Hedge Fund Activity: Q3 2025 in Review

165 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in Perella Weinberg Partners (PWP) for Q3 2025, worth a combined $1.38B — up 14% from $1.21B a quarter earlier.

Sellers outnumbered buyers: 25 funds closed out of PWP and 24 opened new positions — a net loss of 1 holder — while 52 trimmed existing stakes and 73 added.

The largest buyer was Nuveen, adding an estimated $44.6M. The largest seller was Adage Capital Partners, cutting an estimated $27M.

  • 165 institutional investors held Perella Weinberg Partners (PWP) as of Q3 2025, down from 167 in Q2 2025.
  • Funds reported $1.38B of Perella Weinberg Partners stock for Q3 2025, up 14% quarter-over-quarter.
  • 24 funds opened new Perella Weinberg Partners positions in Q3 2025 and 25 closed out, a net change of -1 holder.
  • The largest Perella Weinberg Partners buyer in Q3 2025 was Nuveen, an estimated $44.6M added.
  • The largest Perella Weinberg Partners seller in Q3 2025 was Adage Capital Partners, an estimated $27M sold.

Based on aggregated 13F filings for Q3 2025.