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Perella Weinberg Partners

170 hedge funds and large institutions have $1.19B invested in Perella Weinberg Partners in 2025 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 72 increasing their positions, 51 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 51

24% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 21

3% more funds holding

Funds holding: 165170 (+5)

1.13% more ownership

Funds ownership: 103.75%104.88% (+1.1%)

14% less capital invested

Capital invested by funds: $1.38B → $1.19B (-$197M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
170
Holders Change
+5
Holders Change %
+3.03%
% of All Funds
2.07%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
26
Increased
72
Reduced
51
Closed
21
Calls
$273K
Puts
Net Calls
+$273K
Net Calls Change
-$317K
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$170M +$3.66M +195,937 +2%
BlackRock
2
BlackRock
New York
$82.1M +$1.47M +78,519 +2%
William Blair Investment Management
3
William Blair Investment Management
Illinois
$68.3M +$7.09M +379,652 +11%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$65M -$7.7M -412,403 -10%
Vanguard Group
5
Vanguard Group
Pennsylvania
$64.4M +$4.5M +241,363 +7%
N
6
Nuveen
North Carolina
$49.5M +$12.1M +646,143 +29%
Adage Capital Partners
7
Adage Capital Partners
Massachusetts
$44.6M +$13.2M +708,052 +38%
WHG
8
Westwood Holdings Group
Texas
$35M +$4.74M +254,141 +14%
State Street
9
State Street
Massachusetts
$31.1M +$738K +39,544 +2%
Ameriprise
10
Ameriprise
Minnesota
$27.6M +$335K +17,924 +1%
Goldman Sachs
11
Goldman Sachs
New York
$26.6M +$551K +29,545 +2%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$26.2M +$73.5K +3,939 +0.3%
Walleye Capital
13
Walleye Capital
New York
$25.4M +$187K +9,999 +0.7%
Boston Partners
14
Boston Partners
Massachusetts
$23.9M +$11.6M +623,330 +82%
Raymond James Financial
15
Raymond James Financial
Florida
$23.7M +$4.44M +237,734 +21%
Franklin Resources
16
Franklin Resources
California
$22.8M +$286K +15,308 +1%
FCM
17
Frontier Capital Management
Massachusetts
$21.1M +$22.8M +1,220,833 New
WA
18
Wasatch Advisors
Utah
$20.1M -$3.05M -163,625 -12%
Morgan Stanley
19
Morgan Stanley
New York
$19.7M +$12.5M +668,799 +143%
BCM
20
Basswood Capital Management
New York
$18.8M -$3.87M -207,539 -16%
Schroder Investment Management Group
21
Schroder Investment Management Group
United Kingdom
$17.3M +$2.59M +138,645 +16%
EA
22
Emerald Advisers
Pennsylvania
$17.1M +$3.45M +185,052 +23%
RA
23
Royce & Associates
New York
$16.1M -$4.3M -230,409 -20%
Bank of America
24
Bank of America
North Carolina
$16.1M +$99.3K +5,323 +0.6%
NAMI
25
Nomura Asset Management International
Pennsylvania
$15.8M +$17M +912,730 New