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Piper Sandler
PIPR

Overview Fund Activity

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

Top Buyers

1
WHG
Westwood Holdings Group
Texas
$88.5M
2
BlackRock
BlackRock
New York
$669M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
$10.3M
4
MIM
MetLife Investment Management
New Jersey
$12.5M
5
SIMG
Stephens Investment Management Group
Texas
$62M

Top Sellers

1
Invesco
Invesco
Georgia
$157M
2
Millennium Management
Millennium Management
New York
$7.93M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$101M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$141M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$71.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
ECM
201
Evergreen Capital Management
Washington
$363K +$28K +113 +8%
Tudor Investment Corp
202
Tudor Investment Corp
Connecticut
$355K -$4.88M -19,720 -93%
FMII
203
Farmers & Merchants Investments Inc
Nebraska
$349K – – –
MYIA
204
Mount Yale Investment Advisors
Colorado
$342K +$990 +4 +0.3%
Mercer Global Advisors
205
Mercer Global Advisors
Colorado
$341K -$3.71K -15 -1%
PPW
206
Parcion Private Wealth
Washington
$337K – – –
TFO
207
Tarbox Family Office
California
$335K – – –
WTB
208
Washington Trust Bank
Washington
$330K – – –
PAM
209
Panagora Asset Management
Massachusetts
$327K +$20.8K +84 +7%
X
210
Xponance
Pennsylvania
$323K +$15.9K +64 +5%
CG
211
Cynosure Group
Utah
$322K +$92.1K +372 +40%
AAS
212
Avantax Advisory Services
Texas
$320K +$6.19K +25 +2%
HAG
213
HighPoint Advisor Group
Illinois
$312K +$4.36K +18 +1%
BC
214
Burney Company
Virginia
$309K -$151K -610 -33%
FT
215
Fiduciary Trust
Massachusetts
$307K +$307K +1,238 New
HWMO
216
Heritage Wealth Management (Ohio)
Ohio
$302K -$248 -1 -0.1%
AWA
217
Arete Wealth Advisors
Illinois
$297K -$12.1K -49 -4%
MA
218
Modus Advisors
Minnesota
$297K -$37.1K -150 -11%
VI
219
Vestcor Inc
New Brunswick, Canada
$279K -$1.14M -4,588 -80%
CL
220
Choreo LLC
Illinois
$273K +$4.21K +17 +2%
Mackenzie Financial
221
Mackenzie Financial
Ontario, Canada
$269K – – –
TCA
222
Transcend Capital Advisors
New Jersey
$265K +$265K +1,070 New
ET
223
Entropy Technologies
New York
$253K +$253K +1,022 New
USAA
224
United Services Automobile Association
Texas
$247K +$247K +999 New
DFCM
225
Dark Forest Capital Management
Puerto Rico
$242K +$242K +979 New
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9
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