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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
W
376
WealthCollab
Washington
$3.74K
OC
377
Optima Capital
Oregon
$3.74K +$3.72K +44 New
SEP
378
Signature Equity Partners
Ohio
$3.54K +$3.38K +40 New
LWANC
379
Laurel Wealth Advisors (North Carolina)
North Carolina
$3.4K +$3.38K +40 New
DCBT
380
Dakota Community Bank & Trust
North Dakota
$3.4K
EW
381
Elyxium Wealth
California
$3.4K +$3.38K +40 New
CMA
382
Cedar Mountain Advisors
Oregon
$3.06K
PWA
383
Provenance Wealth Advisors
Florida
$3.06K
FFO
384
Fortitude Family Office
Arizona
$2.72K -$338 -4 -11%
JFGIW
385
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2.72K
CA
386
CoreCap Advisors
Michigan
$2.72K +$2.7K +32 New
NSIM
387
North Star Investment Management
Illinois
$2.72K +$2.7K +32 New
GEA
388
Glen Eagle Advisors
New Jersey
$2.45K
Twin Tree Management
389
Twin Tree Management
Texas
$2.38K -$1.69K -20 -42%
CFB
390
Cullen/Frost Bankers
Texas
$2.05K
HPC
391
HM Payson & Co
Maine
$2.04K
AW
392
Ankerstar Wealth
Texas
$2.04K +$2.03K +24 New
KFAS
393
Keating Financial Advisory Services
Kansas
$2.04K +$2.03K +24 New
WTC
394
WhitTier Trust Company
Nevada
$1.84K -$338 -4 -17%
CIA
395
Cape Investment Advisory
Georgia
$1.7K
CFO
396
CVA Family Office
Colorado
$1.7K
TCOV
397
Trust Company of Vermont
Vermont
$1.36K
BWA
398
Basecamp Wealth Advisors
Washington
$1.36K +$1.35K +16 New
PWA
399
Physician Wealth Advisors
Utah
$1.02K
RWM
400
Rialto Wealth Management
New York
$1.02K