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Piper Sandler

390 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 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding in top 10

Funds holding in top 10:

less funds holding

Funds holding:

less ownership

Funds ownership:

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

21% less first-time investments, than exits

New positions opened: 60 | Existing positions closed: 76

Holders
390
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$32.3M
Puts
$39.3M
Net Calls
Net Calls Change

Top Buyers

1 +$52.1M
2 +$35.7M
3 +$27.2M
4
Goldman Sachs
Goldman Sachs
New York
+$24.6M
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$22.6M

Top Sellers

1 -$71M
2 -$65.5M
3 -$51.6M
4
JP Morgan Chase
JP Morgan Chase
New York
-$24.7M
5
GKIM
GW&K Investment Management
Massachusetts
-$22.1M
Name Holding Trade Value Shares
Change
Change in
Stake
EP
351
Essential Partners
California
$7.35K
VWM
352
Vermillion Wealth Management
Minnesota
$7.05K
BIA
353
Bell Investment Advisors
California
$6.74K
MAM
354
Marquette Asset Management
Minnesota
$6.74K
LFG
355
Larson Financial Group
Missouri
$6.43K
KFAS
356
Keating Financial Advisory Services
Kansas
$5.89K
ZBNA
357
Zions Bancorporation, National Association
Utah
$5.67K
BW
358
Basepoint Wealth
Iowa
$5.36K
FFO
359
Fortitude Family Office
Arizona
$4.06K
SIC
360
Salem Investment Counselors
North Carolina
$3.98K
WTC
361
WhitTier Trust Company
Nevada
$3.75K
AFG
362
Albion Financial Group
Utah
$3.67K
W
363
WealthCollab
Washington
$3.37K
CFD
364
Creative Financial Designs
Indiana
$3.37K
SEP
365
Signature Equity Partners
Ohio
$3.25K
Northwestern Mutual Wealth Management
366
Northwestern Mutual Wealth Management
Wisconsin
$3.06K
OCWP
367
Owl Creek Wealth Partners
Colorado
$3.06K
CFB
368
Cullen/Frost Bankers
Texas
$1.89K
PWA
369
Physician Wealth Advisors
Utah
$1.84K
AW
370
Ankerstar Wealth
Texas
$1.84K
RWM
371
Rialto Wealth Management
New York
$1.53K
SIC
372
SJS Investment Consulting
Ohio
$1.53K
NSIM
373
North Star Investment Management
Illinois
$919
PPC
374
Park Place Capital
Alabama
$919
TWD
375
True Wealth Design
Ohio
$919