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Piper Sandler

414 hedge funds and large institutions have $5.16B invested in Piper Sandler in 2025 Q4 according to their latest regulatory filings, with 73 funds opening new positions, 135 increasing their positions, 125 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding

Funds holding:

more ownership

Funds ownership:

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 (+$12.6M)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
414
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$14.8M
Puts
$9.17M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CGH
251
Crossmark Global Holdings
Texas
$299K
SAM
252
Smartleaf Asset Management
Massachusetts
$298K
EWM
253
Empirical Wealth Management
Washington
$295K
AWA
254
Arkadios Wealth Advisors
Georgia
$277K
CNBT
255
Canandaigua National Bank & Trust
New York
$271K
QCM
256
QRG Capital Management
Illinois
$269K
SLAM
257
Swiss Life Asset Management
$269K
Bessemer Group
258
Bessemer Group
New Jersey
$263K
ZIC
259
ZWJ Investment Counsel
Georgia
$259K
CIA
260
Concurrent Investment Advisors
Florida
$257K
CSP
261
Cary Street Partners
Virginia
$256K
JSW
262
Journey Strategic Wealth
New Jersey
$252K
SCA
263
Snowden Capital Advisors
New York
$250K
Focus Partners Wealth
264
Focus Partners Wealth
Massachusetts
$249K
Two Sigma Investments
265
Two Sigma Investments
New York
$245K
RRA
266
Round Rock Advisors
Connecticut
$242K
IRC
267
Investors Research Corp
Georgia
$238K
FFM
268
Forum Financial Management
Illinois
$225K
William Blair & Company
269
William Blair & Company
Illinois
$223K
SRL
270
Scientech Research LLC
New Jersey
$223K
FC
271
Farringdon Capital
United Kingdom
$222K
P
272
&Partners
Tennessee
$217K
Fifth Third Bancorp
273
Fifth Third Bancorp
Ohio
$212K
BAM
274
BOS Asset Management
Illinois
$211K
CIBC Private Wealth Group
275
CIBC Private Wealth Group
Georgia
$210K