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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
FFM
426
Forum Financial Management
Illinois
-$225K -2,644 Closed
SRL
427
Scientech Research LLC
New Jersey
-$223K -2,624 Closed
FC
428
Farringdon Capital
United Kingdom
-$222K -2,612 Closed
BAM
429
BOS Asset Management
Illinois
-$211K -2,484 Closed
SA
430
Sanctuary Advisors
Indiana
-$209K -2,460 Closed
SRC
431
Sage Rhino Capital
California
-$203K -2,396 Closed
HFS
432
Hantz Financial Services
Michigan
-$93K -1,096 Closed
TM
433
Torren Management
California
-$70.5K -832 Closed
GWM
434
Greenline Wealth Management
Florida
-$59.6K -700 Closed
CIAM
435
Caitong International Asset Management
Hong Kong
-$59.1K -696 Closed
GWM
436
Geneos Wealth Management
Colorado
-$54K -636 Closed
AAP
437
Arax Advisory Partners
Colorado
-$51.7K -608 Closed
WPA
438
Wealth Preservation Advisors
Tennessee
-$51.3K -604 Closed
WT
439
Whittier Trust
California
-$33.8K -368 Closed
UB
440
UMB Bank
Missouri
-$30.6K -360 Closed
DB
441
Danske Bank
Denmark
-$26.3K -320 -80%
SWM
442
Spire Wealth Management
Virginia
-$20.1K -236 Closed
EB
443
Eastern Bank
Massachusetts
-$17K -200 Closed
UOTTAIMCU
444
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
-$17K -200 Closed
Optiver Holding
445
Optiver Holding
Netherlands
-$8.83K -104 Closed
DPW
446
DiNuzzo Private Wealth
Pennsylvania
-$8.49K -100 Closed
NI
447
NCP Inc
California
-$8.49K -100 Closed
CA
448
Clearstead Advisors
Ohio
-$7.47K -88 Closed
JWA
449
JFS Wealth Advisors
Pennsylvania
-$7.47K -88 Closed
PWMG
450
Prestige Wealth Management Group
New Jersey
-$6.46K -76 Closed