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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
EP
351
Essential Partners
California
$7.35K +$7.22K +88 +1,100%
VWM
352
Vermillion Wealth Management
Minnesota
$7.05K
BIA
353
Bell Investment Advisors
California
$6.74K
MAM
354
Marquette Asset Management
Minnesota
$6.74K +$7.22K +88 New
LFG
355
Larson Financial Group
Missouri
$6.43K -$7.22K -88 -51%
KFAS
356
Keating Financial Advisory Services
Kansas
$5.89K +$4.35K +53 +221%
ZBNA
357
Zions Bancorporation, National Association
Utah
$5.67K +$5.42K +66 +825%
BW
358
Basepoint Wealth
Iowa
$5.36K +$164 +2 +3%
FFO
359
Fortitude Family Office
Arizona
$4.06K +$1.72K +21 +66%
SIC
360
Salem Investment Counselors
North Carolina
$3.98K +$4.27K +52 New
WTC
361
WhitTier Trust Company
Nevada
$3.75K +$2.3K +28 +140%
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 +$164 +2 +5%
Northwestern Mutual Wealth Management
366
Northwestern Mutual Wealth Management
Wisconsin
$3.06K -$8.53K -104 -72%
OCWP
367
Owl Creek Wealth Partners
Colorado
$3.06K +$3.28K +40 New
CFB
368
Cullen/Frost Bankers
Texas
$1.89K +$82 +1 +4%
PWA
369
Physician Wealth Advisors
Utah
$1.84K +$985 +12 +100%
AW
370
Ankerstar Wealth
Texas
$1.84K
RWM
371
Rialto Wealth Management
New York
$1.53K +$656 +8 +67%
SIC
372
SJS Investment Consulting
Ohio
$1.53K +$985 +12 +150%
BWA
373
Basecamp Wealth Advisors
Washington
$1.23K
NSIM
374
North Star Investment Management
Illinois
$919 -$1.64K -20 -63%
PPC
375
Park Place Capital
Alabama
$919