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Piper Sandler

416 hedge funds and large institutions have $5.16B invested in Piper Sandler in 2025 Q4 according to their latest regulatory filings, with 74 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 (+$12.8M)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
416
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
CFD
376
Creative Financial Designs
Indiana
$3.74K
OC
377
Optima Capital
Oregon
$3.74K
SEP
378
Signature Equity Partners
Ohio
$3.54K
LWANC
379
Laurel Wealth Advisors (North Carolina)
North Carolina
$3.4K
DCBT
380
Dakota Community Bank & Trust
North Dakota
$3.4K
EW
381
Elyxium Wealth
California
$3.4K
CMA
382
Cedar Mountain Advisors
Oregon
$3.06K
PWA
383
Provenance Wealth Advisors
Florida
$3.06K
FFO
384
Fortitude Family Office
Arizona
$2.72K
JFGIW
385
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2.72K
CA
386
CoreCap Advisors
Michigan
$2.72K
NSIM
387
North Star Investment Management
Illinois
$2.72K
GEA
388
Glen Eagle Advisors
New Jersey
$2.45K
Twin Tree Management
389
Twin Tree Management
Texas
$2.38K
CFB
390
Cullen/Frost Bankers
Texas
$2.05K
HPC
391
HM Payson & Co
Maine
$2.04K
KFAS
392
Keating Financial Advisory Services
Kansas
$2.04K
AW
393
Ankerstar Wealth
Texas
$2.04K
WTC
394
WhitTier Trust Company
Nevada
$1.84K
CFO
395
CVA Family Office
Colorado
$1.7K
CIA
396
Cape Investment Advisory
Georgia
$1.7K
TCOV
397
Trust Company of Vermont
Vermont
$1.36K
PWA
398
Physician Wealth Advisors
Utah
$1.02K
TWD
399
True Wealth Design
Ohio
$1.02K
RWM
400
Rialto Wealth Management
New York
$1.02K