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Piper Sandler
PIPR

Overview Fund Activity

354 hedge funds and large institutions have $4.17B invested in Piper Sandler in 2025 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 127 increasing their positions, 113 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
354
Holders Change
-3
Holders Change %
-0.84%
% of All Funds
4.75%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
50
Increased
127
Reduced
113
Closed
46
Calls
$7.79M
Puts
$3.95M
Net Calls
+$3.84M
Net Calls Change
-$6.96M

Top Buyers

1
Millennium Management
1
Millennium Management
New York
$68.8M
2
American Century Companies
2
American Century Companies
Missouri
$55.6M
3
Franklin Resources
3
Franklin Resources
California
$51M
4
NRCM
4
North Reef Capital Management
California
$63.9M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$186M

Top Sellers

1
BlackRock
1
BlackRock
New York
$702M
2
Lord, Abbett & Co
2
Lord, Abbett & Co
New Jersey
$34.7M
3
Loomis, Sayles & Company
3
Loomis, Sayles & Company
Massachusetts
$38.5M
4
Janus Henderson Group
4
Janus Henderson Group
United Kingdom
$22.5M
5
Jane Street
5
Jane Street
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
GIA
301
GHP Investment Advisors
Colorado
$10.2K – – –
LWANC
302
Laurel Wealth Advisors (North Carolina)
North Carolina
$10K +$9.96K +2,770 +27,700%
HWM
303
HighMark Wealth Management
Minnesota
$9.68K +$9.68K +35 New
AssetMark Inc
304
AssetMark Inc
California
$9.32K +$5.21K +19 +127%
HWM
305
Hemington Wealth Management
Virginia
$9K -$1.32K -5 -13%
RIL
306
Rothschild Investment LLC
Illinois
$8.89K -$556 -2 -6%
BFS
307
Bare Financial Services
Pennsylvania
$7.23K +$5.28K +19 +271%
WA
308
WPG Advisers
Maryland
$7.23K -$2.22K -8 -24%
Lazard Asset Management
309
Lazard Asset Management
New York
$7K +$6.5K +26 +1,300%
BIA
310
Bell Investment Advisors
California
$6.95K -$1.11K -4 -14%
DPW
311
DiNuzzo Private Wealth
Pennsylvania
$6.95K – – –
CA
312
Clearstead Advisors
Ohio
$6.95K +$6.95K +25 New
PWMG
313
Prestige Wealth Management Group
New Jersey
$5.28K – – –
JWA
314
JFS Wealth Advisors
Pennsylvania
$5K -$278 -1 -5%
HFM
315
Harvest Fund Management
China
$5K – – –
PWMG
316
Private Wealth Management Group
New Jersey
$4.73K – – –
PTC
317
Private Trust Company
Ohio
$4.17K -$10K -36 -71%
VWWMG
318
Vermillion & White Wealth Management Group
Pennsylvania
$4.17K +$556 +2 +15%
AAS
319
Ameritas Advisory Services
Nebraska
$3.61K +$3.61K +13 New
W
320
WealthCollab
Washington
$3.06K +$3.06K +11 New
RAM
321
Riggs Asset Management
Pennsylvania
$3.06K +$3.06K +11 New
CFD
322
Creative Financial Designs
Indiana
$3.06K -$1.11K -4 -27%
WSFS
323
Wilmington Savings Fund Society
Delaware
$2.78K – – –
CF
324
Concorde Financial
Texas
$2.78K +$2.78K +10 New
NC
325
NewSquare Capital
Pennsylvania
$2.5K -$8.34K -30 -77%
11 12
13
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