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Piper Sandler
PIPR

358 hedge funds and large institutions have $3.53B invested in Piper Sandler in 2025 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 139 increasing their positions, 105 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

436% more call options, than puts

Call options by funds: $13.3M | Put options by funds: $2.48M

32% more repeat investments, than reductions

Existing positions increased: 139 | Existing positions reduced: 105

31% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 39

2% more funds holding

Funds holding: 350 → 358 (+8)

0.48% more ownership

Funds ownership: 321.08% → 321.57% (+0.48%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

18% less capital invested

Capital invested by funds: $4.28B → $3.53B (-$751M)

Holders
358
Holders Change
+8
Holders Change %
+2.29%
% of All Funds
4.8%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
51
Increased
139
Reduced
105
Closed
39
Calls
$13.3M
Puts
$2.48M
Net Calls
+$10.8M
Net Calls Change
+$9.03M

Top Buyers

1
WHG
Westwood Holdings Group
Texas
+$26.5M
2
BlackRock
BlackRock
New York
+$23.2M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$11.9M
4
MIM
MetLife Investment Management
New Jersey
+$11.5M
5
SIMG
Stephens Investment Management Group
Texas
+$10.3M

Top Sellers

1
Invesco
Invesco
Georgia
-$18.7M
2
Millennium Management
Millennium Management
New York
-$17.6M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$13.9M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$12.3M
5
JP Morgan Chase
JP Morgan Chase
New York
-$10.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
PA
376
Profund Advisors
Maryland
– -$262K -3,492 Closed
B
377
Bailard
California
– -$260K -3,472 Closed
Wolverine Trading
378
Wolverine Trading
Illinois
– -$246K -3,436 Closed
JSW
379
Journey Strategic Wealth
New Jersey
– -$235K -3,128 Closed
TPI
380
Trust Point Inc
Wisconsin
– -$225K -3,004 Closed
Baird Financial Group
381
Baird Financial Group
Wisconsin
– -$213K -2,844 Closed
FHA
382
Flagship Harbor Advisors
Massachusetts
– -$213K -2,844 Closed
CIA
383
Concurrent Investment Advisors
Florida
– -$206K -2,752 Closed
SRC
384
Sage Rhino Capital
California
– -$205K -2,728 Closed
KI
385
Kapitalo Investimentos
Brazil
– -$124K -1,652 Closed
Lazard Asset Management
386
Lazard Asset Management
New York
– -$49K -684 -99%
PSFG
387
Park Square Financial Group
Georgia
– -$45.1K -600 Closed
CIAM
388
Caitong International Asset Management
Hong Kong
– -$39K -520 Closed
RS
389
R Squared
Hong Kong
– -$24K -320 Closed
CFGS
390
Concourse Financial Group Securities
Alabama
– -$16.9K -220 Closed
JFA
391
JNBA Financial Advisors
Minnesota
– -$15K -200 Closed
Cohen & Steers
392
Cohen & Steers
New York
– -$5K -68 Closed
GM
393
GeoWealth Management
Illinois
– -$5.1K -68 Closed
HI
394
Horizon Investments
North Carolina
– -$1.5K -20 Closed
AGWCA
395
Annis Gardner Whiting Capital Advisors
Florida
– -$300 -4 Closed
FPF
396
First Pacific Financial
Washington
– -$300 -4 Closed
PFG
397
Putney Financial Group
California
– -$300 -4 Closed
12 13 14 15
16

PIPR Hedge Fund Activity: Q1 2025 in Review

358 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Piper Sandler (PIPR) for Q1 2025, worth a combined $3.53B — down 18% from $4.28B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new PIPR positions and 39 closed out — a net gain of 12 holders — while 139 added to existing stakes and 105 trimmed.

The largest buyer was Westwood Holdings Group, adding an estimated $26.5M. The largest seller was Invesco, cutting an estimated $18.7M.

  • 358 institutional investors held Piper Sandler (PIPR) as of Q1 2025, up from 350 in Q4 2024.
  • Funds reported $3.53B of Piper Sandler stock for Q1 2025, down 18% quarter-over-quarter.
  • 51 funds opened new Piper Sandler positions in Q1 2025 and 39 closed out, a net change of +12 holders.
  • The largest Piper Sandler buyer in Q1 2025 was Westwood Holdings Group, an estimated $26.5M added.
  • The largest Piper Sandler seller in Q1 2025 was Invesco, an estimated $18.7M sold.

Based on aggregated 13F filings for Q1 2025.