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Piper Sandler

357 hedge funds and large institutions have $3.48B invested in Piper Sandler in 2025 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 138 increasing their positions, 104 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
357
Holders Change
+8
Holders Change %
+2.29%
% of All Funds
4.85%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
52
Increased
138
Reduced
104
Closed
39
Calls
$13.3M
Puts
$2.48M
Net Calls
+$10.8M
Net Calls Change
+$9.03M
Name Holding Trade Value Shares
Change
Shares
Change %
Commonwealth Equity Services
176
Commonwealth Equity Services
Massachusetts
$552K +$4.71K +19 +0.9%
Pathstone Holdings
177
Pathstone Holdings
New Jersey
$548K +$132K +531 +32%
WCM
178
Wallace Capital Management
Texas
$542K
SAM
179
Shell Asset Management
Netherlands
$514K -$24K -97 -4%
Public Employees Retirement Association of Colorado
180
Public Employees Retirement Association of Colorado
Colorado
$507K
CAM
181
Cresset Asset Management
Illinois
$503K -$549K -2,215 -52%
Envestnet Portfolio Solutions
182
Envestnet Portfolio Solutions
Illinois
$499K +$52K +210 +12%
RFC
183
Regions Financial Corp
Alabama
$499K -$3.47K -14 -0.7%
Two Sigma Investments
184
Two Sigma Investments
New York
$495K +$495K +2,000 New
OIA
185
OneDigital Investment Advisors
Kansas
$488K +$8.92K +36 +2%
BNP Paribas Financial Markets
186
BNP Paribas Financial Markets
France
$486K -$194K -782 -29%
TI
187
Truepoint Inc
Ohio
$481K
ECM
188
Everence Capital Management
Indiana
$476K -$156K -630 -25%
IP
189
Interval Partners
New York
$474K +$474K +1,914 New
MAM
190
Morse Asset Management
Connecticut
$471K +$26K +105 +6%
BEI
191
Benjamin Edwards Inc
Missouri
$447K +$447K +1,806 New
BPC
192
Banque Pictet & Cie
Switzerland
$445K +$445K +1,798 New
CCM
193
Coldstream Capital Management
Washington
$442K +$29.5K +119 +7%
AIP
194
Ameritas Investment Partners
Nebraska
$438K -$11.4K -46 -3%
SSA
195
Schonfeld Strategic Advisors
New York
$424K +$424K +1,713 New
SC
196
Schulhoff & Co
Ohio
$412K -$43.3K -175 -10%
QCM
197
Quantinno Capital Management
New York
$387K -$289K -1,166 -43%
AI
198
Atria Investments
North Carolina
$383K -$75.8K -306 -17%
DWM
199
Destination Wealth Management
California
$369K +$743 +3 +0.2%
OWP
200
Obermeyer Wealth Partners
Colorado
$364K