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Piper Sandler

413 hedge funds and large institutions have $5.15B invested in Piper Sandler in 2025 Q4 according to their latest regulatory filings, with 73 funds opening new positions, 135 increasing their positions, 124 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding

Funds holding:

more ownership

Funds ownership:

9% more repeat investments, than reductions

Existing positions increased: 135 | Existing positions reduced: 124

0% more capital invested

Capital invested by funds: $5.14B → $5.15B (+$11.1M)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
413
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
$14.8M
Puts
$9.17M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HWM
351
HighMark Wealth Management
Minnesota
$11.9K
BFS
352
Bare Financial Services
Pennsylvania
$10.5K
IAIM
353
International Assets Investment Management
Florida
$10.5K
SIS
354
Sound Income Strategies
Florida
$10.2K
RIL
355
Rothschild Investment LLC
Illinois
$9.17K
Optiver Holding
356
Optiver Holding
Netherlands
$8.83K
DPW
357
DiNuzzo Private Wealth
Pennsylvania
$8.49K
NI
358
NCP Inc
California
$8.49K
NWS
359
Nvest Wealth Strategies
Ohio
$8.49K
CSPIA
360
Cary Street Partners Investment Advisory
Virginia
$8.49K
VWM
361
Vermillion Wealth Management
Minnesota
$7.84K
FPF
362
First Pacific Financial
Washington
$7.81K
BIA
363
Bell Investment Advisors
California
$7.47K
CA
364
Clearstead Advisors
Ohio
$7.47K
JWA
365
JFS Wealth Advisors
Pennsylvania
$7.47K
PWMG
366
Prestige Wealth Management Group
New Jersey
$6.46K
QL
367
Quarry LP
New York
$6.12K
BW
368
Basepoint Wealth
Iowa
$5.91K
PWMG
369
Private Wealth Management Group
New Jersey
$5.78K
VWWMG
370
Vermillion & White Wealth Management Group
Pennsylvania
$5.09K
AS
371
Altshuler Shaham
Israel
$4.08K
AFG
372
Albion Financial Group
Utah
$4.08K
CFD
373
Creative Financial Designs
Indiana
$3.74K
W
374
WealthCollab
Washington
$3.74K
OC
375
Optima Capital
Oregon
$3.74K