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Piper Sandler

357 hedge funds and large institutions have $3.48B invested in Piper Sandler in 2025 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 138 increasing their positions, 104 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
357
Holders Change
+8
Holders Change %
+2.29%
% of All Funds
4.85%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
52
Increased
138
Reduced
104
Closed
39
Calls
$13.3M
Puts
$2.48M
Net Calls
+$10.8M
Net Calls Change
+$9.03M
Name Holding Trade Value Shares
Change
Shares
Change %
RAM
251
Ramirez Asset Management
New York
$99.1K -$24.8K -100 -20%
AT
252
Avalon Trust
New Mexico
$97.8K
GWM
253
Geneos Wealth Management
Colorado
$89.2K +$60.4K +244 +210%
PEAK6
254
PEAK6
Illinois
$86.6K +$86.6K +350 New
CCM
255
Cloud Capital Management
Washington
$86K +$86K +350 New
S
256
SignatureFD
Georgia
$83.7K +$53.2K +215 +175%
MG
257
Mather Group
Illinois
$76.1K
Carson Wealth (CWM LLC)
258
Carson Wealth (CWM LLC)
Nebraska
$76K +$7.16K +29 +10%
SAM
259
Smartleaf Asset Management
Massachusetts
$72K -$5.69K -23 -7%
ACM
260
Aster Capital Management
United Arab Emirates
$69.2K -$656K -2,265 -90%
VCM
261
Versant Capital Management
Arizona
$67.4K +$62.2K +251 +1,195%
IA
262
IFP Advisors
Florida
$63K +$28K +110 +80%
BTI
263
Blue Trust Inc
Georgia
$62.7K -$35.7K -144 -36%
WTFG
264
Wood Tarver Financial Group
Idaho
$60.7K
AF
265
Allworth Financial
California
$60K +$6.38K +27 +12%
PA
266
Parallel Advisors
California
$53.5K +$11.9K +48 +29%
MTIC
267
Missouri Trust & Investment Company
Missouri
$50.3K
C
268
Covestor
United Kingdom
$49K +$39.6K +161 +424%
DFA
269
DHJJ Financial Advisors
Illinois
$48.8K
BCWM
270
Bartlett & Co Wealth Management
Ohio
$46.1K
WPA
271
Wealth Preservation Advisors
Tennessee
$37.4K +$37.4K +151 New
Mitsubishi UFJ Asset Management
272
Mitsubishi UFJ Asset Management
Japan
$31K +$25.8K +104 +495%
SPIA
273
Steward Partners Investment Advisory
New York
$27.5K
VBA
274
von Borstel & Associates
Oregon
$27K +$27K +112 New
MPWT
275
MassMutual Private Wealth & Trust
Connecticut
$27K +$15.4K +62 +132%