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Piper Sandler

354 hedge funds and large institutions have $4.17B invested in Piper Sandler in 2025 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 127 increasing their positions, 113 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
354
Holders Change
-3
Holders Change %
-0.84%
% of All Funds
4.75%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
50
Increased
127
Reduced
113
Closed
46
Calls
$7.79M
Puts
$3.95M
Net Calls
+$3.84M
Net Calls Change
-$6.96M
Name Holding Trade Value Shares
Change
Shares
Change %
SC
251
SouthState Corp
Florida
$143K
HI
252
Harbour Investments
Wisconsin
$116K -$278 -1 -0.2%
RAM
253
Ramirez Asset Management
New York
$111K
AT
254
Avalon Trust
New Mexico
$104K -$5.56K -20 -5%
Carson Wealth (CWM LLC)
255
Carson Wealth (CWM LLC)
Nebraska
$96K +$10.3K +37 +12%
S
256
SignatureFD
Georgia
$93.9K
GI
257
GAMMA Investing
California
$93.4K -$28.9K -104 -24%
SAM
258
Smartleaf Asset Management
Massachusetts
$93K +$11K +39 +13%
BTI
259
Blue Trust Inc
Georgia
$80K +$9.73K +35 +14%
ACM
260
Aster Capital Management
United Arab Emirates
$76.4K +$10K +36 +15%
IA
261
IFP Advisors
Florida
$74.6K -$42.8K -90 -36%
AF
262
Allworth Financial
California
$70.6K
WTFG
263
Wood Tarver Financial Group
Idaho
$68K
VCM
264
Versant Capital Management
Arizona
$67K -$8.62K -31 -11%
GWM
265
Geneos Wealth Management
Colorado
$60.3K -$39.7K -143 -40%
MTIC
266
Missouri Trust & Investment Company
Missouri
$56.4K
DFA
267
DHJJ Financial Advisors
Illinois
$54.2K -$556 -2 -1%
Acadian Asset Management
268
Acadian Asset Management
Massachusetts
$53K -$1.09M -3,940 -95%
BCWM
269
Bartlett & Co Wealth Management
Ohio
$51.7K
PA
270
Parallel Advisors
California
$48.6K -$11.4K -41 -19%
WPA
271
Wealth Preservation Advisors
Tennessee
$42K
PAS
272
Point72 Asia (Singapore)
Singapore
$41.2K +$41.2K +148 New
C
273
Covestor
United Kingdom
$39K -$16.4K -59 -30%
TPWA
274
Twin Peaks Wealth Advisors
California
$37.7K +$37.7K +112 New
Mitsubishi UFJ Asset Management
275
Mitsubishi UFJ Asset Management
Japan
$34.7K