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Piper Sandler

391 hedge funds and large institutions have $4.59B invested in Piper Sandler in 2026 Q1 according to their latest regulatory filings, with 60 funds opening new positions, 167 increasing their positions, 112 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed

49% more repeat investments, than reductions

Existing positions increased: 167 | Existing positions reduced: 112

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

6% less funds holding

Funds holding: 417391 (-26)

6.79% less ownership

Funds ownership: 343.38%336.58% (-6.8%)

11% less capital invested

Capital invested by funds: $5.16B → $4.59B (-$568M)

18% less call options, than puts

Call options by funds: $32.3M | Put options by funds: $39.3M

22% less first-time investments, than exits

New positions opened: 60 | Existing positions closed: 77

Holders
391
Holders Change
-26
Holders Change %
-6.24%
% of All Funds
4.82%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
60
Increased
167
Reduced
112
Closed
77
Calls
$32.3M
Puts
$39.3M
Net Calls
-$6.98M
Net Calls Change
-$12.6M
Name Holding Trade Value Shares
Change
Change in
Stake
AWP
226
Abacus Wealth Partners
California
$489K +$13.5K +164 +3%
CCM
227
Coldstream Capital Management
Washington
$460K -$152K -1,853 -24%
DWM
228
Destination Wealth Management
California
$456K -$4.27K -52 -0.9%
OWP
229
Obermeyer Wealth Partners
Colorado
$450K
AIP
230
Ameritas Investment Partners
Nebraska
$444K
BC
231
Bayforest Capital
United Kingdom
$444K +$476K +5,796 New
PPW
232
Parcion Private Wealth
Washington
$428K +$8.53K +104 +2%
PCS
233
Personal CFO Solutions
New Jersey
$428K +$87.5K +1,066 +24%
CBU
234
CIBC Bancorp USA
Illinois
$423K +$454K +5,532 New
TFO
235
Tarbox Family Office
California
$407K
FMII
236
Farmers & Merchants Investments Inc
Nebraska
$401K
HCM
237
HMS Capital Management
Tennessee
$397K +$426K +5,191 New
M&T Bank
238
M&T Bank
New York
$394K -$29.7K -362 -7%
MYIA
239
Mount Yale Investment Advisors
Colorado
$387K +$415K +5,052 New
PAM
240
Panagora Asset Management
Massachusetts
$381K
RRA
241
Round Rock Advisors
Connecticut
$375K +$168K +2,050 +72%
PS
242
Principal Securities
Iowa
$369K +$50K +609 +14%
DCM
243
DGS Capital Management
New Jersey
$357K +$80.9K +986 +27%
TRCT
244
Tower Research Capital (TRC)
New York
$356K +$224K +2,728 +142%
EI
245
Ethic Inc
New York
$350K -$41.8K -510 -10%
MAM
246
Morse Asset Management
Connecticut
$349K -$295K -3,600 -44%
RA
247
Royce & Associates
New York
$345K +$370K +4,512 New
SG Americas Securities
248
SG Americas Securities
New York
$342K -$9.65M -117,647 -96%
FT
249
Fiduciary Trust
Massachusetts
$336K -$47.1K -574 -12%
CL
250
Choreo LLC
Illinois
$334K -$6.65K -81 -2%