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Piper Sandler

356 hedge funds and large institutions have $4.17B invested in Piper Sandler in 2025 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 127 increasing their positions, 114 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more capital invested

Capital invested by funds: $ → $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more ownership

Funds ownership:

9% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 46

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% less funds holding

Funds holding: 357356 (-1)

Holders
356
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$7.79M
Puts
$3.95M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWA
201
Arete Wealth Advisors
Illinois
$453K
DWM
202
Destination Wealth Management
California
$417K
OWP
203
Obermeyer Wealth Partners
Colorado
$408K
FMII
204
Farmers & Merchants Investments Inc
Nebraska
$392K
MYIA
205
Mount Yale Investment Advisors
Colorado
$392K
XT
206
XTX Topco
Cayman Islands
$392K
FRM
207
Fox Run Management
Connecticut
$384K
PPW
208
Parcion Private Wealth
Washington
$379K
X
209
Xponance
Pennsylvania
$377K
TFO
210
Tarbox Family Office
California
$376K
BHCM
211
Brevan Howard Capital Management
Jersey
$376K
Mercer Global Advisors
212
Mercer Global Advisors
Colorado
$373K
PAM
213
Panagora Asset Management
Massachusetts
$372K
WTB
214
Washington Trust Bank
Washington
$370K
HAG
215
HighPoint Advisor Group
Illinois
$356K
FT
216
Fiduciary Trust
Massachusetts
$346K
HWMO
217
Heritage Wealth Management (Ohio)
Ohio
$339K
MA
218
Modus Advisors
Minnesota
$333K
Pathstone Holdings
219
Pathstone Holdings
New Jersey
$322K
VI
220
Vestcor Inc
New Brunswick, Canada
$313K
Mackenzie Financial
221
Mackenzie Financial
Ontario, Canada
$302K
CL
222
Choreo LLC
Illinois
$300K
YMRC
223
Yorktown Management & Research Company
Virginia
$295K
Mitsubishi UFJ Trust & Banking
224
Mitsubishi UFJ Trust & Banking
Japan
$288K
TCA
225
Transcend Capital Advisors
New Jersey
$287K