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Piper Sandler

356 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, 114 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more capital invested

Capital invested by funds: $ → $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more ownership

Funds ownership:

9% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 46

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% less funds holding

Funds holding: 357356 (-1)

Holders
356
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$7.79M
Puts
$3.95M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CF
326
Concorde Financial
Texas
$2.78K
NC
327
NewSquare Capital
Pennsylvania
$2.5K
PWA
328
Provenance Wealth Advisors
Florida
$2.5K
FFO
329
Fortitude Family Office
Arizona
$2.5K
CFB
330
Cullen/Frost Bankers
Texas
$2.23K
JFGIW
331
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2.22K
GEA
332
Glen Eagle Advisors
New Jersey
$1.99K
VWM
333
Vermillion Wealth Management
Minnesota
$1.96K
HNB
334
Huntington National Bank
Ohio
$1.95K
CT
335
Clearstead Trust
Maine
$1.67K
TIM
336
Tortoise Investment Management
New York
$1.67K
CFO
337
CVA Family Office
Colorado
$1.39K
LFG
338
Larson Financial Group
Missouri
$1.11K
GRP
339
Global Retirement Partners
California
$1.11K
CAM
340
Clarity Asset Management
Iowa
$1.1K
PWA
341
Physician Wealth Advisors
Utah
$834
TWD
342
True Wealth Design
Ohio
$834
CMA
343
Cedar Mountain Advisors
Oregon
$834
SS
344
SBI Securities
Japan
$834
RWM
345
Rialto Wealth Management
New York
$834
SC
346
Stephens Consulting
Michigan
$556
SIC
347
SJS Investment Consulting
Ohio
$556
AGWCA
348
Annis Gardner Whiting Capital Advisors
Florida
$556
WOC
349
West Oak Capital
California
$417
PA
350
Pineridge Advisors
Missouri
$281