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Piper Sandler

350 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, 107 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 32

19% more repeat investments, than reductions

Existing positions increased: 127 | Existing positions reduced: 107

12% more call options, than puts

Call options by funds: $17.1M | Put options by funds: $15.3M

6% more capital invested

Capital invested by funds: $4.02B → $4.28B (+$261M)

5% more funds holding

Funds holding: 334350 (+16)

0.96% more ownership

Funds ownership: 320.12%321.08% (+0.96%)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
350
Holders Change
+16
Holders Change %
+4.79%
% of All Funds
4.61%
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
107
Closed
32
Calls
$17.1M
Puts
$15.3M
Net Calls
+$1.76M
Net Calls Change
-$10.2M
Name Holding Trade Value Shares
Change
Change in
Stake
NRD
201
Nebula Research & Development
New York
$479K +$497K +6,384 New
WOC
202
West Oak Capital
California
$450K -$15.6K -200 -25%
DWM
203
Destination Wealth Management
California
$446K -$175K -2,248 -27%
OWP
204
Obermeyer Wealth Partners
Colorado
$441K
FMII
205
Farmers & Merchants Investments Inc
Nebraska
$423K -$31.1K -400 -7%
Mercer Global Advisors
206
Mercer Global Advisors
Colorado
$418K +$17.4K +224 +4%
FFA
207
Farther Finance Advisors
California
$417K +$1.56K +20 +0.4%
MYIA
208
Mount Yale Investment Advisors
Colorado
$413K -$101K -1,304 -19%
TRCT
209
Tower Research Capital (TRC)
New York
$410K +$150K +1,924 +54%
PPW
210
Parcion Private Wealth
Washington
$408K
PWS
211
Precision Wealth Strategies
Missouri
$407K +$422K +5,428 New
ECM
212
Evergreen Capital Management
Washington
$406K +$31.1K +400 +8%
TFO
213
Tarbox Family Office
California
$406K
CGH
214
Crossmark Global Holdings
Texas
$405K -$61.9K -796 -13%
MA
215
Modus Advisors
Minnesota
$404K +$420K +5,392 New
WTB
216
Washington Trust Bank
Washington
$400K
D.E. Shaw & Co
217
D.E. Shaw & Co
New York
$390K +$103K +1,328 +34%
HAG
218
HighPoint Advisor Group
Illinois
$387K +$5.91K +76 +2%
AAS
219
Avantax Advisory Services
Texas
$380K -$9.65K -124 -2%
AWA
220
Arete Wealth Advisors
Illinois
$375K +$45.4K +584 +13%
X
221
Xponance
Pennsylvania
$372K +$33K +424 +9%
PAM
222
Panagora Asset Management
Massachusetts
$371K +$1.56K +20 +0.4%
HWMO
223
Heritage Wealth Management (Ohio)
Ohio
$367K
Allianz Asset Management
224
Allianz Asset Management
Germany
$330K -$31.1K -400 -8%
Mackenzie Financial
225
Mackenzie Financial
Ontario, Canada
$326K

PIPR Hedge Fund Activity: Q4 2024 in Review

350 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Piper Sandler (PIPR) for Q4 2024, worth a combined $4.28B — up 6.5% from $4.02B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new PIPR positions and 32 closed out — a net gain of 19 holders — while 127 added to existing stakes and 107 trimmed.

The largest buyer was Invesco, adding an estimated $31.9M. The largest seller was Westwood Holdings Group, cutting an estimated $22.8M.

  • 350 institutional investors held Piper Sandler (PIPR) as of Q4 2024, up from 334 in Q3 2024.
  • Funds reported $4.28B of Piper Sandler stock for Q4 2024, up 6.5% quarter-over-quarter.
  • 51 funds opened new Piper Sandler positions in Q4 2024 and 32 closed out, a net change of +19 holders.
  • The largest Piper Sandler buyer in Q4 2024 was Invesco, an estimated $31.9M added.
  • The largest Piper Sandler seller in Q4 2024 was Westwood Holdings Group, an estimated $22.8M sold.

Based on aggregated 13F filings for Q4 2024.