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Piper Sandler

413 hedge funds and large institutions have $5.15B invested in Piper Sandler in 2025 Q4 according to their latest regulatory filings, with 73 funds opening new positions, 135 increasing their positions, 124 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:

9% more repeat investments, than reductions

Existing positions increased: 135 | Existing positions reduced: 124

0% more capital invested

Capital invested by funds: $5.14B → $5.15B (+$11.1M)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
413
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
WCM
201
Wallace Capital Management
Texas
$645K
AWA
202
Arete Wealth Advisors
Illinois
$621K
VA
203
Vident Advisory
Georgia
$612K
HighTower Advisors
204
HighTower Advisors
Illinois
$600K
Bank of Montreal
205
Bank of Montreal
Ontario, Canada
$588K
RFC
206
Regions Financial Corp
Alabama
$584K
Acadian Asset Management
207
Acadian Asset Management
Massachusetts
$573K
SC
208
Schulhoff & Co
Ohio
$546K
AWP
209
Abacus Wealth Partners
California
$529K
DWM
210
Destination Wealth Management
California
$510K
OWP
211
Obermeyer Wealth Partners
Colorado
$499K
AIP
212
Ameritas Investment Partners
Nebraska
$493K
Mitsubishi UFJ Trust & Banking
213
Mitsubishi UFJ Trust & Banking
Japan
$479K
HWMO
214
Heritage Wealth Management (Ohio)
Ohio
$471K
X
215
Xponance
Pennsylvania
$469K
M&T Bank
216
M&T Bank
New York
$467K
PPW
217
Parcion Private Wealth
Washington
$466K
BPC
218
Banque Pictet & Cie
Switzerland
$461K
PA
219
Profund Advisors
Maryland
$459K
TFO
220
Tarbox Family Office
California
$451K
FMII
221
Farmers & Merchants Investments Inc
Nebraska
$445K
EI
222
Ethic Inc
New York
$432K
HAG
223
HighPoint Advisor Group
Illinois
$423K
PAM
224
Panagora Asset Management
Massachusetts
$422K
FT
225
Fiduciary Trust
Massachusetts
$422K