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Piper Sandler

391 hedge funds and large institutions have $4.59B invested in Piper Sandler in 2026 Q1 according to their latest regulatory filings, with 60 funds opening new positions, 167 increasing their positions, 112 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed

49% more repeat investments, than reductions

Existing positions increased: 167 | Existing positions reduced: 112

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

6% less funds holding

Funds holding: 417391 (-26)

6.79% less ownership

Funds ownership: 343.38%336.58% (-6.8%)

11% less capital invested

Capital invested by funds: $5.16B → $4.59B (-$568M)

18% less call options, than puts

Call options by funds: $32.3M | Put options by funds: $39.3M

22% less first-time investments, than exits

New positions opened: 60 | Existing positions closed: 77

Holders
391
Holders Change
-26
Holders Change %
-6.24%
% of All Funds
4.82%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
60
Increased
167
Reduced
112
Closed
77
Calls
$32.3M
Puts
$39.3M
Net Calls
-$6.98M
Net Calls Change
-$12.6M
Name Holding Trade Value Shares
Change
Change in
Stake
ASN
326
Advisory Services Network
Georgia
$28.8K +$30.9K +376 New
EWA
327
EverSource Wealth Advisors
Alabama
$26.8K +$4.43K +54 +18%
NA
328
NewEdge Advisors
Louisiana
$25.1K -$2.63K -32 -9%
MPWT
329
MassMutual Private Wealth & Trust
Connecticut
$25.1K +$1.64K +20 +6%
BWL
330
Bogart Wealth LLC
Virginia
$24.5K
MAFA
331
MJT & Associates Financial Advisory
Minnesota
$24.5K
MCM
332
MAI Capital Management
Ohio
$20.8K
C
333
Covestor
United Kingdom
$20K -$24.9K -303 -54%
CMA
334
Cedar Mountain Advisors
Oregon
$19.6K +$18.1K +220 +611%
BFS
335
Bare Financial Services
Pennsylvania
$13.2K +$4.02K +49 +40%
RFP
336
Root Financial Partners
California
$11.5K -$1.15K -14 -9%
BFP
337
Birchwood Financial Partners
Minnesota
$11.3K
RIL
338
Rothschild Investment LLC
Illinois
$11.3K +$3.28K +40 +37%
GIA
339
GHP Investment Advisors
Colorado
$11.3K -$82 -1 -0.7%
WA
340
WPG Advisers
Maryland
$10.1K -$1.97K -24 -15%
IAIM
341
International Assets Investment Management
Florida
$9.5K
KG
342
Kilter Group
New York
$9.42K +$10.1K +123 New
BA
343
Ballast Advisors
Minnesota
$9.19K +$9.85K +120 New
LSPW
344
Lake Street Private Wealth
Illinois
$8.88K +$9.52K +116 New
SIS
345
Sound Income Strategies
Florida
$8.46K +$164 +2 +2%
FPF
346
First Pacific Financial
Washington
$8.27K +$1.31K +16 +17%
ACM
347
Accent Capital Management
Ohio
$7.96K +$8.53K +104 New
CSPIA
348
Cary Street Partners Investment Advisory
Virginia
$7.88K +$246 +3 +3%
NWS
349
Nvest Wealth Strategies
Ohio
$7.66K
CFO
350
CVA Family Office
Colorado
$7.66K +$6.57K +80 +400%