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Piper Sandler
PIPR

358 hedge funds and large institutions have $3.53B invested in Piper Sandler in 2025 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 139 increasing their positions, 105 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

436% more call options, than puts

Call options by funds: $13.3M | Put options by funds: $2.48M

32% more repeat investments, than reductions

Existing positions increased: 139 | Existing positions reduced: 105

31% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 39

2% more funds holding

Funds holding: 350 → 358 (+8)

0.48% more ownership

Funds ownership: 321.08% → 321.57% (+0.48%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

18% less capital invested

Capital invested by funds: $4.28B → $3.53B (-$751M)

Holders
358
Holders Change
+8
Holders Change %
+2.29%
% of All Funds
4.8%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
51
Increased
139
Reduced
105
Closed
39
Calls
$13.3M
Puts
$2.48M
Net Calls
+$10.8M
Net Calls Change
+$9.03M

Top Buyers

1
WHG
Westwood Holdings Group
Texas
+$26.5M
2
BlackRock
BlackRock
New York
+$23.2M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$11.9M
4
MIM
MetLife Investment Management
New Jersey
+$11.5M
5
SIMG
Stephens Investment Management Group
Texas
+$10.3M

Top Sellers

1
Invesco
Invesco
Georgia
-$18.7M
2
Millennium Management
Millennium Management
New York
-$17.6M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$13.9M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$12.3M
5
JP Morgan Chase
JP Morgan Chase
New York
-$10.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
WA
301
WPG Advisers
Maryland
$8.42K -$286 -4 -3%
RIL
302
Rothschild Investment LLC
Illinois
$8.42K +$3.15K +44 +48%
BIA
303
Bell Investment Advisors
California
$7.18K +$1.15K +16 +16%
DPW
304
DiNuzzo Private Wealth
Pennsylvania
$6.19K – – –
NI
305
NCP Inc
California
$6.19K – – –
QL
306
Quarry LP
New York
$5.94K +$1.72K +24 +33%
Jones Financial Companies
307
Jones Financial Companies
Missouri
$5.94K +$573 +8 +9%
VWM
308
Vermillion Wealth Management
Minnesota
$5.7K – – –
HIM
309
Hillsdale Investment Management
Ontario, Canada
$4.95K -$1.43K -20 -20%
JWA
310
JFS Wealth Advisors
Pennsylvania
$4.71K – – –
PWMG
311
Prestige Wealth Management Group
New Jersey
$4.71K – – –
SCM
312
Sterling Capital Management
North Carolina
$4.46K – – –
PWMG
313
Private Wealth Management Group
New Jersey
$4.21K – – –
CAM
314
Chesapeake Asset Management
New York
$4.21K +$4.87K +68 New
HFM
315
Harvest Fund Management
China
$4K -$572K -7,992 -99%
AssetMark Inc
316
AssetMark Inc
California
$3.71K – – –
CFD
317
Creative Financial Designs
Indiana
$3.71K +$1.15K +16 +36%
AS
318
Altshuler Shaham
Israel
$3.71K +$4.29K +60 New
LC
319
Lindbrook Capital
California
$3.22K +$1.72K +24 +86%
VWWMG
320
Vermillion & White Wealth Management Group
Pennsylvania
$3.22K +$3.72K +52 New
AAP
321
Arax Advisory Partners
Colorado
$2.73K -$16.3K -228 -84%
HNB
322
Huntington National Bank
Ohio
$2.73K +$1.72K +24 +120%
DCBT
323
Dakota Community Bank & Trust
North Dakota
$2.48K – – –
LWANC
324
Laurel Wealth Advisors (North Carolina)
North Carolina
$2.48K – – –
WSFS
325
Wilmington Savings Fund Society
Delaware
$2.48K – – –
11 12
13
14 15

PIPR Hedge Fund Activity: Q1 2025 in Review

358 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Piper Sandler (PIPR) for Q1 2025, worth a combined $3.53B — down 18% from $4.28B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new PIPR positions and 39 closed out — a net gain of 12 holders — while 139 added to existing stakes and 105 trimmed.

The largest buyer was Westwood Holdings Group, adding an estimated $26.5M. The largest seller was Invesco, cutting an estimated $18.7M.

  • 358 institutional investors held Piper Sandler (PIPR) as of Q1 2025, up from 350 in Q4 2024.
  • Funds reported $3.53B of Piper Sandler stock for Q1 2025, down 18% quarter-over-quarter.
  • 51 funds opened new Piper Sandler positions in Q1 2025 and 39 closed out, a net change of +12 holders.
  • The largest Piper Sandler buyer in Q1 2025 was Westwood Holdings Group, an estimated $26.5M added.
  • The largest Piper Sandler seller in Q1 2025 was Invesco, an estimated $18.7M sold.

Based on aggregated 13F filings for Q1 2025.