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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 %
PWA
326
Provenance Wealth Advisors
Florida
$2.5K – – –
FFO
327
Fortitude Family Office
Arizona
$2.5K +$1.39K +5 +125%
CFB
328
Cullen/Frost Bankers
Texas
$2.23K -$7.8K -28 -78%
JFGIW
329
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2.22K – – –
GEA
330
Glen Eagle Advisors
New Jersey
$1.99K – – –
VWM
331
Vermillion Wealth Management
Minnesota
$1.96K -$4.48K -16 -70%
HNB
332
Huntington National Bank
Ohio
$1.95K -$1.11K -4 -36%
TIM
333
Tortoise Investment Management
New York
$1.67K +$1.67K +6 New
CT
334
Clearstead Trust
Maine
$1.67K +$1.67K +6 New
CFO
335
CVA Family Office
Colorado
$1.39K -$1.11K -4 -44%
LFG
336
Larson Financial Group
Missouri
$1.11K +$556 +2 +100%
GRP
337
Global Retirement Partners
California
$1.11K +$1.11K +4 New
CAM
338
Clarity Asset Management
Iowa
$1.1K – – –
PWA
339
Physician Wealth Advisors
Utah
$834 -$834 -3 -50%
TWD
340
True Wealth Design
Ohio
$834 – – –
CMA
341
Cedar Mountain Advisors
Oregon
$834 – – –
SS
342
SBI Securities
Japan
$834 – – –
RWM
343
Rialto Wealth Management
New York
$834 +$834 +3 New
SC
344
Stephens Consulting
Michigan
$556 -$834 -3 -60%
SIC
345
SJS Investment Consulting
Ohio
$556 -$556 -2 -50%
AGWCA
346
Annis Gardner Whiting Capital Advisors
Florida
$556 +$556 +2 New
WOC
347
West Oak Capital
California
$417 – – –
PA
348
Pineridge Advisors
Missouri
$281 – – –
PWM
349
Parkworth Wealth Management
California
$278 – – –
HIA
350
HFM Investment Advisors
New Jersey
$278 – – –
12 13
14
15 16