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Piper Sandler

350 hedge funds and large institutions have $4.28B invested in Piper Sandler in 2024 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 127 increasing their positions, 107 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 32

19% more repeat investments, than reductions

Existing positions increased: 127 | Existing positions reduced: 107

12% more call options, than puts

Call options by funds: $17.1M | Put options by funds: $15.3M

6% more capital invested

Capital invested by funds: $4.02B → $4.28B (+$261M)

5% more funds holding

Funds holding: 334350 (+16)

0.96% more ownership

Funds ownership: 320.12%321.08% (+0.96%)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
350
Holders Change
+16
Holders Change %
+4.79%
% of All Funds
4.61%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
51
Increased
127
Reduced
107
Closed
32
Calls
$17.1M
Puts
$15.3M
Net Calls
+$1.76M
Net Calls Change
-$10.2M
Name Holding Trade Value Shares
Change
Change in
Stake
HIM
301
Hillsdale Investment Management
Ontario, Canada
$7.5K -$1.56K -20 -17%
BIA
302
Bell Investment Advisors
California
$7.5K
DPW
303
DiNuzzo Private Wealth
Pennsylvania
$7.5K
NI
304
NCP Inc
California
$7.5K
VWM
305
Vermillion Wealth Management
Minnesota
$6.9K +$7.16K +92 New
RIL
306
Rothschild Investment LLC
Illinois
$6.9K +$311 +4 +5%
Jones Financial Companies
307
Jones Financial Companies
Missouri
$6.6K
Mitsubishi UFJ Asset Management
308
Mitsubishi UFJ Asset Management
Japan
$6.33K
VCM
309
Versant Capital Management
Arizona
$6.3K
JWA
310
JFS Wealth Advisors
Pennsylvania
$5.7K
PWMG
311
Prestige Wealth Management Group
New Jersey
$5.7K
SCM
312
Sterling Capital Management
North Carolina
$5.4K
QL
313
Quarry LP
New York
$5.4K +$5.6K +72 New
GM
314
GeoWealth Management
Illinois
$5.1K
PWMG
315
Private Wealth Management Group
New Jersey
$5.1K
Cohen & Steers
316
Cohen & Steers
New York
$5K
CSWM
317
Cassady Schiller Wealth Management
Ohio
$4.8K +$311 +4 +7%
AssetMark Inc
318
AssetMark Inc
California
$4.5K +$2.49K +32 +114%
Northwestern Mutual Wealth Management
319
Northwestern Mutual Wealth Management
Wisconsin
$3.3K +$3.42K +44 New
CFD
320
Creative Financial Designs
Indiana
$3.3K
WSFS
321
Wilmington Savings Fund Society
Delaware
$3K -$934 -12 -23%
DCBT
322
Dakota Community Bank & Trust
North Dakota
$3K
FFO
323
Fortitude Family Office
Arizona
$3K
LWANC
324
Laurel Wealth Advisors (North Carolina)
North Carolina
$3K
PWA
325
Provenance Wealth Advisors
Florida
$2.7K

PIPR Hedge Fund Activity: Q4 2024 in Review

350 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Piper Sandler (PIPR) for Q4 2024, worth a combined $4.28B — up 6.5% from $4.02B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new PIPR positions and 32 closed out — a net gain of 19 holders — while 127 added to existing stakes and 107 trimmed.

The largest buyer was Invesco, adding an estimated $31.9M. The largest seller was Westwood Holdings Group, cutting an estimated $22.8M.

  • 350 institutional investors held Piper Sandler (PIPR) as of Q4 2024, up from 334 in Q3 2024.
  • Funds reported $4.28B of Piper Sandler stock for Q4 2024, up 6.5% quarter-over-quarter.
  • 51 funds opened new Piper Sandler positions in Q4 2024 and 32 closed out, a net change of +19 holders.
  • The largest Piper Sandler buyer in Q4 2024 was Invesco, an estimated $31.9M added.
  • The largest Piper Sandler seller in Q4 2024 was Westwood Holdings Group, an estimated $22.8M sold.

Based on aggregated 13F filings for Q4 2024.