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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
CSP
276
Cary Street Partners
Virginia
$231K
Baird Financial Group
277
Baird Financial Group
Wisconsin
$229K -$1.46M -17,772 -86%
SFS
278
Sowell Financial Services
Arkansas
$218K +$37.2K +453 +19%
ACM
279
Aster Capital Management
United Arab Emirates
$212K +$45K +548 +178%
KBC Group
280
KBC Group
Belgium
$203K +$44K +536 +25%
William Blair & Company
281
William Blair & Company
Illinois
$201K
Rockefeller Capital Management
282
Rockefeller Capital Management
New York
$199K +$99.4K +1,211 +88%
HI
283
Harbour Investments
Wisconsin
$186K +$61.7K +752 +45%
BOCH
284
Blue Owl Capital Holdings
New York
$186K
Carson Wealth (CWM LLC)
285
Carson Wealth (CWM LLC)
Nebraska
$181K +$41.8K +510 +28%
SAM
286
Smartleaf Asset Management
Massachusetts
$180K -$86.6K -1,055 -30%
SC
287
SouthState Corp
Florida
$158K
S
288
SignatureFD
Georgia
$141K +$6.24K +76 +4%
PWPS
289
Pinnacle Wealth Planning Services
Ohio
$140K +$2.95K +36 +2%
ETC
290
Exchange Traded Concepts
Oklahoma
$138K +$80.1K +976 +118%
HI
291
Horizon Investments
North Carolina
$138K +$80.1K +976 +118%
GI
292
GAMMA Investing
California
$138K -$19.9K -242 -12%
KAS
293
Kemnay Advisory Services
New York
$134K +$89K +1,084 +162%
IA
294
IFP Advisors
Florida
$118K +$25.8K +315 +26%
AT
295
Avalon Trust
New Mexico
$115K
AF
296
Allworth Financial
California
$114K +$18.2K +222 +18%
VI
297
Vestcor Inc
New Brunswick, Canada
$114K +$122K +1,487 New
IRC
298
Investors Research Corp
Georgia
$107K -$115K -1,400 -50%
BTI
299
Blue Trust Inc
Georgia
$91.9K +$6.32K +77 +7%
AAM
300
Advisors Asset Management
Colorado
$91.6K +$36.4K +444 +59%