We are live on ! Find out more
PIPR icon

Piper Sandler

417 hedge funds and large institutions have $5.16B invested in Piper Sandler in 2025 Q4 according to their latest regulatory filings, with 75 funds opening new positions, 135 increasing their positions, 125 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 30

61% more call options, than puts

Call options by funds: $14.8M | Put options by funds: $9.17M

9% more funds holding

Funds holding: 382417 (+35)

8.22% more ownership

Funds ownership: 335.16%343.38% (+8.2%)

8% more repeat investments, than reductions

Existing positions increased: 135 | Existing positions reduced: 125

0% more capital invested

Capital invested by funds: $5.14B → $5.16B (+$12.9M)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
417
Holders Change
+35
Holders Change %
+9.16%
% of All Funds
5.07%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
75
Increased
135
Reduced
125
Closed
30
Calls
$14.8M
Puts
$9.17M
Net Calls
+$5.61M
Net Calls Change
-$743K
Name Holding Trade Value Shares
Change
Change in
Stake
GIA
351
GHP Investment Advisors
Colorado
$12.5K
Northwestern Mutual Wealth Management
352
Northwestern Mutual Wealth Management
Wisconsin
$12.2K +$11.1K +132 +1,100%
HWM
353
HighMark Wealth Management
Minnesota
$11.9K
BFS
354
Bare Financial Services
Pennsylvania
$10.5K +$676 +8 +7%
IAIM
355
International Assets Investment Management
Florida
$10.5K +$10.5K +124 New
SIS
356
Sound Income Strategies
Florida
$10.2K +$9.12K +108 New
RIL
357
Rothschild Investment LLC
Illinois
$9.17K +$676 +8 +8%
Optiver Holding
358
Optiver Holding
Netherlands
$8.83K -$16.2K -192 -65%
DPW
359
DiNuzzo Private Wealth
Pennsylvania
$8.49K
NI
360
NCP Inc
California
$8.49K +$8.45K +100 New
NWS
361
Nvest Wealth Strategies
Ohio
$8.49K +$8.45K +100 New
CSPIA
362
Cary Street Partners Investment Advisory
Virginia
$8.49K +$8.45K +100 New
VWM
363
Vermillion Wealth Management
Minnesota
$7.84K +$5.41K +64 +229%
FPF
364
First Pacific Financial
Washington
$7.81K +$7.77K +92 New
BIA
365
Bell Investment Advisors
California
$7.47K
CA
366
Clearstead Advisors
Ohio
$7.47K
JWA
367
JFS Wealth Advisors
Pennsylvania
$7.47K +$1.35K +16 +22%
PWMG
368
Prestige Wealth Management Group
New Jersey
$6.46K
QL
369
Quarry LP
New York
$6.12K +$6.08K +72 New
BW
370
Basepoint Wealth
Iowa
$5.91K +$5.74K +68 New
PWMG
371
Private Wealth Management Group
New Jersey
$5.78K
VWWMG
372
Vermillion & White Wealth Management Group
Pennsylvania
$5.09K
AS
373
Altshuler Shaham
Israel
$4.08K -$338 -4 -8%
AFG
374
Albion Financial Group
Utah
$4.08K
CFD
375
Creative Financial Designs
Indiana
$3.74K