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Piper Sandler

357 hedge funds and large institutions have $4.17B invested in Piper Sandler in 2025 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 125 increasing their positions, 115 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

97% more call options, than puts

Call options by funds: $7.79M | Put options by funds: $3.95M

18% more capital invested

Capital invested by funds: $3.53B → $4.17B (+$636M)

15.77% more ownership

Funds ownership: 321.57%337.34% (+16%)

9% more repeat investments, than reductions

Existing positions increased: 125 | Existing positions reduced: 115

6% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 48

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% less funds holding

Funds holding: 358357 (-1)

Holders
357
Holders Change
-1
Holders Change %
-0.28%
% of All Funds
4.7%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
51
Increased
125
Reduced
115
Closed
48
Calls
$7.79M
Puts
$3.95M
Net Calls
+$3.84M
Net Calls Change
-$6.96M
Name Holding Trade Value Shares
Change
Change in
Stake
EWA
301
EverSource Wealth Advisors
Alabama
$10.8K -$3.49K -56 -26%
GIA
302
GHP Investment Advisors
Colorado
$10.2K
HWM
303
HighMark Wealth Management
Minnesota
$9.68K +$8.72K +140 New
AssetMark Inc
304
AssetMark Inc
California
$9.32K +$4.73K +76 +127%
HWM
305
Hemington Wealth Management
Virginia
$9K -$1.25K -20 -13%
RIL
306
Rothschild Investment LLC
Illinois
$8.89K -$498 -8 -6%
BFS
307
Bare Financial Services
Pennsylvania
$7.23K +$4.73K +76 +271%
WA
308
WPG Advisers
Maryland
$7.23K -$1.99K -32 -24%
Lazard Asset Management
309
Lazard Asset Management
New York
$7K +$6.48K +104 +1,300%
BIA
310
Bell Investment Advisors
California
$6.95K -$997 -16 -14%
DPW
311
DiNuzzo Private Wealth
Pennsylvania
$6.95K
CA
312
Clearstead Advisors
Ohio
$6.95K +$6.23K +100 New
PWMG
313
Prestige Wealth Management Group
New Jersey
$5.28K
JWA
314
JFS Wealth Advisors
Pennsylvania
$5K -$249 -4 -5%
HFM
315
Harvest Fund Management
China
$5K
PWMG
316
Private Wealth Management Group
New Jersey
$4.72K
PTC
317
Private Trust Company
Ohio
$4.17K -$8.97K -144 -71%
VWWMG
318
Vermillion & White Wealth Management Group
Pennsylvania
$4.17K +$498 +8 +15%
AAS
319
Ameritas Advisory Services
Nebraska
$3.61K +$3.24K +52 New
RAM
320
Riggs Asset Management
Pennsylvania
$3.06K +$2.74K +44 New
W
321
WealthCollab
Washington
$3.06K +$2.74K +44 New
CFD
322
Creative Financial Designs
Indiana
$3.06K -$997 -16 -27%
DCBT
323
Dakota Community Bank & Trust
North Dakota
$2.78K
WSFS
324
Wilmington Savings Fund Society
Delaware
$2.78K
CF
325
Concorde Financial
Texas
$2.78K +$2.49K +40 New

PIPR Hedge Fund Activity: Q2 2025 in Review

357 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Piper Sandler (PIPR) for Q2 2025, worth a combined $4.17B — up 18% from $3.53B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new PIPR positions and 48 closed out — a net gain of 3 holders — while 125 added to existing stakes and 115 trimmed.

The largest buyer was Millennium Management, adding an estimated $53.7M. The largest seller was BlackRock, cutting an estimated $44.4M.

  • 357 institutional investors held Piper Sandler (PIPR) as of Q2 2025, down from 358 in Q1 2025.
  • Funds reported $4.17B of Piper Sandler stock for Q2 2025, up 18% quarter-over-quarter.
  • 51 funds opened new Piper Sandler positions in Q2 2025 and 48 closed out, a net change of +3 holders.
  • The largest Piper Sandler buyer in Q2 2025 was Millennium Management, an estimated $53.7M added.
  • The largest Piper Sandler seller in Q2 2025 was BlackRock, an estimated $44.4M sold.

Based on aggregated 13F filings for Q2 2025.