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Piper Sandler

350 hedge funds and large institutions have $4.28B invested in Piper Sandler in 2024 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 127 increasing their positions, 107 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 32

19% more repeat investments, than reductions

Existing positions increased: 127 | Existing positions reduced: 107

12% more call options, than puts

Call options by funds: $17.1M | Put options by funds: $15.3M

6% more capital invested

Capital invested by funds: $4.02B → $4.28B (+$261M)

5% more funds holding

Funds holding: 334350 (+16)

0.96% more ownership

Funds ownership: 320.12%321.08% (+0.96%)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
350
Holders Change
+16
Holders Change %
+4.79%
% of All Funds
4.61%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
51
Increased
127
Reduced
107
Closed
32
Calls
$17.1M
Puts
$15.3M
Net Calls
+$1.76M
Net Calls Change
-$10.2M
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
176
Commonwealth Equity Services
Massachusetts
$663K -$48.9K -628 -7%
WCM
177
Wallace Capital Management
Texas
$656K -$311K -4,000 -31%
SAM
178
Shell Asset Management
Netherlands
$652K -$622 -8 -0.1%
Cetera Investment Advisers
179
Cetera Investment Advisers
Illinois
$632K +$308K +3,956 +88%
VT
180
Vise Technologies
New York
$615K -$389K -5,004 -38%
Public Employees Retirement Association of Colorado
181
Public Employees Retirement Association of Colorado
Colorado
$614K -$33K -424 -5%
RFC
182
Regions Financial Corp
Alabama
$609K -$53.2K -684 -8%
HFM
183
Harvest Fund Management
China
$605K +$627K +8,060 New
UWS
184
Unique Wealth Strategies
Illinois
$595K +$617K +7,932 New
TI
185
Truepoint Inc
Ohio
$583K
VPIM
186
Vanguard Personalized Indexing Management
California
$583K +$66.3K +852 +12%
OIA
187
OneDigital Investment Advisors
Kansas
$580K -$75.3K -968 -11%
BC
188
Burney Company
Virginia
$557K -$206K -2,648 -26%
AI
189
Atria Investments
North Carolina
$555K -$75.9K -976 -12%
SC
190
Schulhoff & Co
Ohio
$551K
Aviva
191
Aviva
United Kingdom
$548K -$166K -2,128 -23%
AIP
192
Ameritas Investment Partners
Nebraska
$545K +$26.5K +340 +5%
Envestnet Portfolio Solutions
193
Envestnet Portfolio Solutions
Illinois
$541K +$54.8K +704 +11%
MAM
194
Morse Asset Management
Connecticut
$538K +$1.25K +16 +0.2%
BPC
195
Bryce Point Capital
New York
$527K +$547K +7,028 New
Los Angeles Capital Management
196
Los Angeles Capital Management
California
$523K +$543K +6,980 New
Pathstone Holdings
197
Pathstone Holdings
New Jersey
$504K -$24.3K -312 -4%
CCM
198
Coldstream Capital Management
Washington
$499K -$56K -720 -10%
NAAA
199
New Age Alpha Advisors
New York
$488K +$506K +6,508 New
CWM
200
CIBC World Markets
New York
$487K +$505K +6,496 New

PIPR Hedge Fund Activity: Q4 2024 in Review

350 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Piper Sandler (PIPR) for Q4 2024, worth a combined $4.28B — up 6.5% from $4.02B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new PIPR positions and 32 closed out — a net gain of 19 holders — while 127 added to existing stakes and 107 trimmed.

The largest buyer was Invesco, adding an estimated $31.9M. The largest seller was Westwood Holdings Group, cutting an estimated $22.8M.

  • 350 institutional investors held Piper Sandler (PIPR) as of Q4 2024, up from 334 in Q3 2024.
  • Funds reported $4.28B of Piper Sandler stock for Q4 2024, up 6.5% quarter-over-quarter.
  • 51 funds opened new Piper Sandler positions in Q4 2024 and 32 closed out, a net change of +19 holders.
  • The largest Piper Sandler buyer in Q4 2024 was Invesco, an estimated $31.9M added.
  • The largest Piper Sandler seller in Q4 2024 was Westwood Holdings Group, an estimated $22.8M sold.

Based on aggregated 13F filings for Q4 2024.