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Piper Sandler
PIPR

Overview Fund Activity

354 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, 113 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
354
Holders Change
-3
Holders Change %
-0.84%
% of All Funds
4.75%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
50
Increased
127
Reduced
113
Closed
46
Calls
$7.79M
Puts
$3.95M
Net Calls
+$3.84M
Net Calls Change
-$6.96M

Top Buyers

1
Millennium Management
Millennium Management
New York
$68.8M
2
American Century Companies
American Century Companies
Missouri
$55.6M
3
Franklin Resources
Franklin Resources
California
$51M
4
NRCM
North Reef Capital Management
California
$63.9M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$186M

Top Sellers

1
BlackRock
BlackRock
New York
$702M
2
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$34.7M
3
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$38.5M
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
$22.5M
5
Jane Street
Jane Street
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
DWM
201
Destination Wealth Management
California
$417K +$3.61K +13 +0.9%
OWP
202
Obermeyer Wealth Partners
Colorado
$408K – – –
FMII
203
Farmers & Merchants Investments Inc
Nebraska
$392K – – –
MYIA
204
Mount Yale Investment Advisors
Colorado
$392K +$8.34K +30 +2%
XT
205
XTX Topco
Cayman Islands
$392K +$392K +1,409 New
FRM
206
Fox Run Management
Connecticut
$384K +$384K +1,383 New
PPW
207
Parcion Private Wealth
Washington
$379K +$556 +2 +0.1%
X
208
Xponance
Pennsylvania
$377K +$14.7K +53 +4%
TFO
209
Tarbox Family Office
California
$376K – – –
BHCM
210
Brevan Howard Capital Management
Jersey
$376K +$376K +1,353 New
Mercer Global Advisors
211
Mercer Global Advisors
Colorado
$373K -$10.6K -38 -3%
PAM
212
Panagora Asset Management
Massachusetts
$372K +$5K +18 +1%
WTB
213
Washington Trust Bank
Washington
$370K – – –
HAG
214
HighPoint Advisor Group
Illinois
$356K -$2.5K -9 -0.7%
FT
215
Fiduciary Trust
Massachusetts
$346K +$1.95K +7 +0.6%
HWMO
216
Heritage Wealth Management (Ohio)
Ohio
$339K – – –
MA
217
Modus Advisors
Minnesota
$333K – – –
Pathstone Holdings
218
Pathstone Holdings
New Jersey
$322K -$293K -1,053 -48%
VI
219
Vestcor Inc
New Brunswick, Canada
$313K – – –
Mackenzie Financial
220
Mackenzie Financial
Ontario, Canada
$302K – – –
CL
221
Choreo LLC
Illinois
$300K -$6.67K -24 -2%
YMRC
222
Yorktown Management & Research Company
Virginia
$295K +$295K +1,060 New
Mitsubishi UFJ Trust & Banking
223
Mitsubishi UFJ Trust & Banking
Japan
$288K +$288K +1,037 New
TCA
224
Transcend Capital Advisors
New Jersey
$287K -$10K -36 -3%
CIBC Private Wealth Group
225
CIBC Private Wealth Group
Georgia
$285K -$1.95K -7 -0.7%
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