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Piper Sandler

357 hedge funds and large institutions have $3.48B invested in Piper Sandler in 2025 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 138 increasing their positions, 104 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
357
Holders Change
+8
Holders Change %
+2.29%
% of All Funds
4.85%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
52
Increased
138
Reduced
104
Closed
39
Calls
$13.3M
Puts
$2.48M
Net Calls
+$10.8M
Net Calls Change
+$9.03M
Name Holding Trade Value Shares
Change
Shares
Change %
CFO
326
CVA Family Office
Colorado
$2.23K +$1.49K +6 +200%
CA
327
Continuum Advisory
Idaho
$2.23K +$1.49K +6 +200%
JFGIW
328
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.98K
GFPC
329
Global Financial Private Client
Florida
$1.98K +$743 +3 +60%
TPCW
330
TD Private Client Wealth
New York
$1.98K +$1.98K +8 New
GEA
331
Glen Eagle Advisors
New Jersey
$1.77K
MCM
332
MAI Capital Management
Ohio
$1.73K
BFS
333
Bare Financial Services
Pennsylvania
$1.73K +$1.73K +7 New
HPC
334
HM Payson & Co
Maine
$1.49K
PWA
335
Physician Wealth Advisors
Utah
$1.49K +$1.49K +6 New
SC
336
Stephens Consulting
Michigan
$1.24K +$1.24K +5 New
Northwestern Mutual Wealth Management
337
Northwestern Mutual Wealth Management
Wisconsin
$1.24K -$1.49K -6 -55%
HFS
338
Hughes Financial Services
Virginia
$1.01K +$1.01K +4 New
HFS
339
Hantz Financial Services
Michigan
$1K +$1K +5 New
NS
340
NBC Securities
Alabama
$1K +$1K +5 New
FFO
341
Fortitude Family Office
Arizona
$991 -$1.49K -6 -60%
CFFP
342
Center for Financial Planning
Michigan
$991
SIC
343
SJS Investment Consulting
Ohio
$991
CAM
344
Clarity Asset Management
Iowa
$981
SS
345
SBI Securities
Japan
$743 -$248 -1 -25%
CMA
346
Cedar Mountain Advisors
Oregon
$743
TWD
347
True Wealth Design
Ohio
$743 +$743 +3 New
LFG
348
Larson Financial Group
Missouri
$495
WOC
349
West Oak Capital
California
$371
PA
350
Pineridge Advisors
Missouri
$249