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Piper Sandler

414 hedge funds and large institutions have $5.16B invested in Piper Sandler in 2025 Q4 according to their latest regulatory filings, with 73 funds opening new positions, 135 increasing their positions, 125 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:

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 (+$12.6M)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
414
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
Northwestern Mutual Wealth Management
351
Northwestern Mutual Wealth Management
Wisconsin
$12.2K
HWM
352
HighMark Wealth Management
Minnesota
$11.9K
BFS
353
Bare Financial Services
Pennsylvania
$10.5K
IAIM
354
International Assets Investment Management
Florida
$10.5K
SIS
355
Sound Income Strategies
Florida
$10.2K
RIL
356
Rothschild Investment LLC
Illinois
$9.17K
Optiver Holding
357
Optiver Holding
Netherlands
$8.83K
DPW
358
DiNuzzo Private Wealth
Pennsylvania
$8.49K
NI
359
NCP Inc
California
$8.49K
NWS
360
Nvest Wealth Strategies
Ohio
$8.49K
CSPIA
361
Cary Street Partners Investment Advisory
Virginia
$8.49K
VWM
362
Vermillion Wealth Management
Minnesota
$7.84K
FPF
363
First Pacific Financial
Washington
$7.81K
CA
364
Clearstead Advisors
Ohio
$7.47K
BIA
365
Bell Investment Advisors
California
$7.47K
JWA
366
JFS Wealth Advisors
Pennsylvania
$7.47K
PWMG
367
Prestige Wealth Management Group
New Jersey
$6.46K
QL
368
Quarry LP
New York
$6.12K
BW
369
Basepoint Wealth
Iowa
$5.91K
PWMG
370
Private Wealth Management Group
New Jersey
$5.78K
VWWMG
371
Vermillion & White Wealth Management Group
Pennsylvania
$5.09K
AS
372
Altshuler Shaham
Israel
$4.08K
AFG
373
Albion Financial Group
Utah
$4.08K
CFD
374
Creative Financial Designs
Indiana
$3.74K
W
375
WealthCollab
Washington
$3.74K