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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
CIBC Private Wealth Group
276
CIBC Private Wealth Group
Georgia
$210K -$54.7K -648 -21%
SA
277
Sanctuary Advisors
Indiana
$209K +$208K +2,460 New
Susquehanna International Group
278
Susquehanna International Group
Pennsylvania
$207K -$449K -5,320 -69%
BOCH
279
Blue Owl Capital Holdings
New York
$206K
SRC
280
Sage Rhino Capital
California
$203K -$3.72K -44 -2%
SFS
281
Sowell Financial Services
Arkansas
$203K -$7.77K -92 -4%
XT
282
XTX Topco
Cayman Islands
$201K +$200K +2,368 New
KBC Group
283
KBC Group
Belgium
$179K
SC
284
SouthState Corp
Florida
$175K
GI
285
GAMMA Investing
California
$173K +$26K +308 +18%
TRCT
286
Tower Research Capital (TRC)
New York
$163K -$336K -3,976 -67%
Carson Wealth (CWM LLC)
287
Carson Wealth (CWM LLC)
Nebraska
$157K +$23.6K +280 +18%
PWPS
288
Pinnacle Wealth Planning Services
Ohio
$153K +$152K +1,796 New
S
289
SignatureFD
Georgia
$150K +$27.4K +324 +22%
HI
290
Harbour Investments
Wisconsin
$143K +$338 +4 +0.2%
RAM
291
Ramirez Asset Management
New York
$136K
AT
292
Avalon Trust
New Mexico
$127K
Rockefeller Capital Management
293
Rockefeller Capital Management
New York
$118K +$48.6K +576 +71%
AF
294
Allworth Financial
California
$108K +$18.6K +220 +21%
IA
295
IFP Advisors
Florida
$104K
BTI
296
Blue Trust Inc
Georgia
$95.5K -$4.05K -48 -4%
HFS
297
Hantz Financial Services
Michigan
$93K -$1.25M -14,768 -93%
PA
298
Parallel Advisors
California
$91.7K +$32.1K +380 +54%
VCM
299
Versant Capital Management
Arizona
$89K +$7.09K +84 +9%
HFM
300
Harvest Fund Management
China
$77K