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Piper Sandler

417 hedge funds and large institutions have $5.16B invested in Piper Sandler in 2025 Q4 according to their latest regulatory filings, with 75 funds opening new positions, 135 increasing their positions, 125 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 30

61% more call options, than puts

Call options by funds: $14.8M | Put options by funds: $9.17M

9% more funds holding

Funds holding: 382417 (+35)

8.22% more ownership

Funds ownership: 335.16%343.38% (+8.2%)

8% more repeat investments, than reductions

Existing positions increased: 135 | Existing positions reduced: 125

0% more capital invested

Capital invested by funds: $5.14B → $5.16B (+$12.9M)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
417
Holders Change
+35
Holders Change %
+9.16%
% of All Funds
5.07%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
75
Increased
135
Reduced
125
Closed
30
Calls
$14.8M
Puts
$9.17M
Net Calls
+$5.61M
Net Calls Change
-$743K
Name Holding Trade Value Shares
Change
Change in
Stake
ECM
201
Everence Capital Management
Indiana
$652K
MOACM
202
Mutual of America Capital Management
New York
$646K +$13.2K +156 +2%
WCM
203
Wallace Capital Management
Texas
$645K
AWA
204
Arete Wealth Advisors
Illinois
$621K +$65.2K +772 +12%
VA
205
Vident Advisory
Georgia
$612K -$140K -1,652 -19%
HighTower Advisors
206
HighTower Advisors
Illinois
$600K -$351K -4,152 -37%
Bank of Montreal
207
Bank of Montreal
Ontario, Canada
$588K -$8.78K -104 -1%
RFC
208
Regions Financial Corp
Alabama
$584K +$16.2K +192 +3%
Acadian Asset Management
209
Acadian Asset Management
Massachusetts
$573K +$506K +5,988 +784%
SC
210
Schulhoff & Co
Ohio
$546K -$3.38K -40 -0.6%
AWP
211
Abacus Wealth Partners
California
$529K +$526K +6,224 New
DWM
212
Destination Wealth Management
California
$510K
OWP
213
Obermeyer Wealth Partners
Colorado
$499K
AIP
214
Ameritas Investment Partners
Nebraska
$493K -$4.05K -48 -0.8%
Mitsubishi UFJ Trust & Banking
215
Mitsubishi UFJ Trust & Banking
Japan
$479K +$109K +1,292 +30%
HWMO
216
Heritage Wealth Management (Ohio)
Ohio
$471K +$55.7K +660 +14%
X
217
Xponance
Pennsylvania
$469K +$1.35K +16 +0.3%
M&T Bank
218
M&T Bank
New York
$467K +$225K +2,664 +94%
PPW
219
Parcion Private Wealth
Washington
$466K +$2.37K +28 +0.5%
BPC
220
Banque Pictet & Cie
Switzerland
$461K -$107K -1,272 -19%
PA
221
Profund Advisors
Maryland
$459K +$187K +2,216 +70%
TFO
222
Tarbox Family Office
California
$451K -$8.11K -96 -2%
FMII
223
Farmers & Merchants Investments Inc
Nebraska
$445K -$33.8K -400 -7%
EI
224
Ethic Inc
New York
$432K -$1.35K -16 -0.3%
HAG
225
HighPoint Advisor Group
Illinois
$423K -$12.8K -152 -3%