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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
YMRC
251
Yorktown Management & Research Company
Virginia
$325K
CIBC Asset Management
252
CIBC Asset Management
Ontario, Canada
$324K -$4.27K -52 -1%
AI
253
Atria Investments
North Carolina
$313K -$39.4K -480 -11%
AWCI
254
Alpine Woods Capital Investors
New York
$311K +$333K +4,062 New
Aviva
255
Aviva
United Kingdom
$307K +$329K +4,008 New
SPC
256
Spirepoint Private Client
Florida
$305K +$32.7K +398 +11%
HWM
257
HB Wealth Management
Georgia
$300K +$7.96K +97 +3%
BHCM
258
Brevan Howard Capital Management
Jersey
$297K +$318K +3,881 New
EF
259
Empowered Funds
Pennsylvania
$291K +$312K +3,804 New
Wealth Enhancement Advisory Services
260
Wealth Enhancement Advisory Services
Minnesota
$289K -$490K -5,974 -14%
QCM
261
QRG Capital Management
Illinois
$288K +$48.7K +593 +19%
P
262
&Partners
Tennessee
$288K +$99.8K +1,216 +48%
CP
263
CenterBook Partners
Connecticut
$278K +$298K +3,637 New
MA
264
Modus Advisors
Minnesota
$275K
DnB Asset Management
265
DnB Asset Management
Norway
$273K +$293K +3,568 New
CIA
266
Concurrent Investment Advisors
Florida
$261K +$32.2K +392 +13%
AWA
267
Arkadios Wealth Advisors
Georgia
$257K +$6.81K +83 +3%
PA
268
Profund Advisors
Maryland
$254K -$171K -2,080 -39%
CB
269
Commerce Bank
Missouri
$251K -$28.1K -342 -9%
Credit Agricole
270
Credit Agricole
France
$245K -$1.84M -22,400 -87%
Bessemer Group
271
Bessemer Group
New Jersey
$241K +$5.25K +64 +2%
ZIC
272
ZWJ Investment Counsel
Georgia
$233K
MCM
273
Massar Capital Management
Connecticut
$232K +$249K +3,036 New
SCA
274
Snowden Capital Advisors
New York
$232K +$6.57K +80 +3%
JSW
275
Journey Strategic Wealth
New Jersey
$231K +$4.59K +56 +2%