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Piper Sandler

349 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, 106 reducing their positions, and 31 closing their positions.

Holders
349
Holders Change
+17
Holders Change %
+5.12%
% of All Funds
4.65%
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
106
Closed
31
Calls
$17.1M
Puts
$15.3M
Net Calls
+$1.77M
Net Calls Change
-$10.2M
Name Market Value Shares Shares
Change
Shares
Change %
WOC
201
West Oak Capital
California
$450K 150 -50 -25%
DWM
202
Destination Wealth Management
California
$446K 1,486 -562 -27%
OWP
203
Obermeyer Wealth Partners
Colorado
$441K 1,469
FMII
204
Farmers & Merchants Investments Inc
Nebraska
$423K 1,410 -100 -7%
Mercer Global Advisors
205
Mercer Global Advisors
Colorado
$418K 1,394 +56 +4%
FFA
206
Farther Finance Advisors
California
$417K 1,391 +5 +0.4%
MYIA
207
Mount Yale Investment Advisors
Colorado
$413K 1,376 -326 -19%
TRCT
208
Tower Research Capital (TRC)
New York
$410K 1,366 +481 +54%
PPW
209
Parcion Private Wealth
Washington
$408K 1,360
PWS
210
Precision Wealth Strategies
Missouri
$407K 1,357 +1,357 New
ECM
211
Evergreen Capital Management
Washington
$406K 1,354 +100 +8%
TFO
212
Tarbox Family Office
California
$406K 1,353
CGH
213
Crossmark Global Holdings
Texas
$405K 1,349 -199 -13%
MA
214
Modus Advisors
Minnesota
$404K 1,348 +1,348 New
WTB
215
Washington Trust Bank
Washington
$400K 1,333
D.E. Shaw & Co
216
D.E. Shaw & Co
New York
$390K 1,300 +332 +34%
HAG
217
HighPoint Advisor Group
Illinois
$387K 1,273 +19 +2%
AAS
218
Avantax Advisory Services
Texas
$380K 1,267 -31 -2%
AWA
219
Arete Wealth Advisors
Illinois
$375K 1,250 +146 +13%
X
220
Xponance
Pennsylvania
$372K 1,241 +106 +9%
PAM
221
Panagora Asset Management
Massachusetts
$371K 1,238 +5 +0.4%
HWMO
222
Heritage Wealth Management (Ohio)
Ohio
$367K 1,222
Allianz Asset Management
223
Allianz Asset Management
Germany
$330K 1,100 -100 -8%
Mackenzie Financial
224
Mackenzie Financial
Ontario, Canada
$326K 1,087
CL
225
Choreo LLC
Illinois
$324K 1,087 -534 -33%