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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
PWA
326
Provenance Wealth Advisors
Florida
$2.23K – – –
CA
327
Continuum Advisory
Idaho
$2.23K +$1.72K +24 +200%
CFO
328
CVA Family Office
Colorado
$2.23K +$1.72K +24 +200%
JFGIW
329
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.98K – – –
GFPC
330
Global Financial Private Client
Florida
$1.98K +$859 +12 +60%
TPCW
331
TD Private Client Wealth
New York
$1.98K +$2.29K +32 New
GEA
332
Glen Eagle Advisors
New Jersey
$1.77K – – –
MCM
333
MAI Capital Management
Ohio
$1.73K – – –
BFS
334
Bare Financial Services
Pennsylvania
$1.73K +$2K +28 New
HPC
335
HM Payson & Co
Maine
$1.49K – – –
PWA
336
Physician Wealth Advisors
Utah
$1.49K +$1.72K +24 New
SC
337
Stephens Consulting
Michigan
$1.24K +$1.43K +20 New
Northwestern Mutual Wealth Management
338
Northwestern Mutual Wealth Management
Wisconsin
$1.24K -$1.72K -24 -55%
HFS
339
Hughes Financial Services
Virginia
$1.01K +$1.15K +16 New
HFS
340
Hantz Financial Services
Michigan
$1K +$1.43K +20 New
NS
341
NBC Securities
Alabama
$1K +$1.43K +20 New
FFO
342
Fortitude Family Office
Arizona
$991 -$1.72K -24 -60%
CFFP
343
Center for Financial Planning
Michigan
$991 – – –
SIC
344
SJS Investment Consulting
Ohio
$991 – – –
CAM
345
Clarity Asset Management
Iowa
$981 – – –
SS
346
SBI Securities
Japan
$743 -$286 -4 -25%
CMA
347
Cedar Mountain Advisors
Oregon
$743 – – –
TWD
348
True Wealth Design
Ohio
$743 +$859 +12 New
LFG
349
Larson Financial Group
Missouri
$495 – – –
WOC
350
West Oak Capital
California
$371 – – –
12 13
14
15 16

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.