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Piper Sandler

417 hedge funds and large institutions have $5.16B invested in Piper Sandler in 2025 Q4 according to their latest regulatory filings, with 75 funds opening new positions, 135 increasing their positions, 125 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 30

61% more call options, than puts

Call options by funds: $14.8M | Put options by funds: $9.17M

9% more funds holding

Funds holding: 382417 (+35)

8.22% more ownership

Funds ownership: 335.16%343.38% (+8.2%)

8% more repeat investments, than reductions

Existing positions increased: 135 | Existing positions reduced: 125

0% more capital invested

Capital invested by funds: $5.14B → $5.16B (+$12.9M)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
417
Holders Change
+35
Holders Change %
+9.16%
% of All Funds
5.07%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
75
Increased
135
Reduced
125
Closed
30
Calls
$14.8M
Puts
$9.17M
Net Calls
+$5.61M
Net Calls Change
-$743K
Name Holding Trade Value Shares
Change
Change in
Stake
CGH
251
Crossmark Global Holdings
Texas
$299K +$85.8K +1,016 +41%
SAM
252
Smartleaf Asset Management
Massachusetts
$298K +$50.3K +596 +21%
EWM
253
Empirical Wealth Management
Washington
$295K -$1.16M -13,736 -80%
AWA
254
Arkadios Wealth Advisors
Georgia
$277K +$276K +3,268 New
CNBT
255
Canandaigua National Bank & Trust
New York
$271K -$11.5K -136 -4%
QCM
256
QRG Capital Management
Illinois
$269K +$72.3K +856 +37%
SLAM
257
Swiss Life Asset Management
$269K
JF
258
JMN Financial
Ohio
$269K +$267K +3,164 New
Bessemer Group
259
Bessemer Group
New Jersey
$263K +$8.11K +96 +3%
ZIC
260
ZWJ Investment Counsel
Georgia
$259K -$1.01K -12 -0.4%
CIA
261
Concurrent Investment Advisors
Florida
$257K +$23K +272 +10%
CSP
262
Cary Street Partners
Virginia
$256K +$254K +3,012 New
JSW
263
Journey Strategic Wealth
New Jersey
$252K
SCA
264
Snowden Capital Advisors
New York
$250K -$15.2K -180 -6%
Focus Partners Wealth
265
Focus Partners Wealth
Massachusetts
$249K +$248K +2,932 New
Two Sigma Investments
266
Two Sigma Investments
New York
$245K +$243K +2,880 New
RRA
267
Round Rock Advisors
Connecticut
$242K +$240K +2,844 New
IRC
268
Investors Research Corp
Georgia
$238K
FFM
269
Forum Financial Management
Illinois
$225K
William Blair & Company
270
William Blair & Company
Illinois
$223K
SRL
271
Scientech Research LLC
New Jersey
$223K +$222K +2,624 New
FC
272
Farringdon Capital
United Kingdom
$222K +$221K +2,612 New
P
273
&Partners
Tennessee
$217K +$213K +2,524 New
Fifth Third Bancorp
274
Fifth Third Bancorp
Ohio
$212K +$1.69K +20 +0.8%
BAM
275
BOS Asset Management
Illinois
$211K