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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
Commonwealth Equity Services
176
Commonwealth Equity Services
Massachusetts
$552K +$5.44K +76 +0.9%
Pathstone Holdings
177
Pathstone Holdings
New Jersey
$548K +$152K +2,124 +32%
WCM
178
Wallace Capital Management
Texas
$542K – – –
SAM
179
Shell Asset Management
Netherlands
$514K -$27.8K -388 -4%
Public Employees Retirement Association of Colorado
180
Public Employees Retirement Association of Colorado
Colorado
$507K – – –
CAM
181
Cresset Asset Management
Illinois
$503K -$634K -8,860 -52%
Envestnet Portfolio Solutions
182
Envestnet Portfolio Solutions
Illinois
$499K +$60.1K +840 +12%
RFC
183
Regions Financial Corp
Alabama
$499K -$4.01K -56 -0.7%
Two Sigma Investments
184
Two Sigma Investments
New York
$495K +$573K +8,000 New
OIA
185
OneDigital Investment Advisors
Kansas
$488K +$10.3K +144 +2%
BNP Paribas Financial Markets
186
BNP Paribas Financial Markets
France
$486K -$224K -3,128 -29%
TI
187
Truepoint Inc
Ohio
$481K – – –
ECM
188
Everence Capital Management
Indiana
$476K -$180K -2,520 -25%
IP
189
Interval Partners
New York
$474K +$548K +7,656 New
MAM
190
Morse Asset Management
Connecticut
$471K +$30.1K +420 +6%
BEI
191
Benjamin Edwards Inc
Missouri
$447K +$517K +7,224 New
BPC
192
Banque Pictet & Cie
Switzerland
$445K +$515K +7,192 New
CCM
193
Coldstream Capital Management
Washington
$442K +$34.1K +476 +7%
AIP
194
Ameritas Investment Partners
Nebraska
$438K -$13.2K -184 -3%
SSA
195
Schonfeld Strategic Advisors
New York
$424K +$490K +6,852 New
SC
196
Schulhoff & Co
Ohio
$412K -$50.1K -700 -10%
QCM
197
Quantinno Capital Management
New York
$387K -$334K -4,664 -43%
AI
198
Atria Investments
North Carolina
$383K -$87.6K -1,224 -17%
DWM
199
Destination Wealth Management
California
$369K +$859 +12 +0.2%
OWP
200
Obermeyer Wealth Partners
Colorado
$364K – – –
6 7
8
9 10

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.