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Piper Sandler

391 hedge funds and large institutions have $4.59B invested in Piper Sandler in 2026 Q1 according to their latest regulatory filings, with 60 funds opening new positions, 167 increasing their positions, 112 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed

49% more repeat investments, than reductions

Existing positions increased: 167 | Existing positions reduced: 112

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

6% less funds holding

Funds holding: 417391 (-26)

6.79% less ownership

Funds ownership: 343.38%336.58% (-6.8%)

11% less capital invested

Capital invested by funds: $5.16B → $4.59B (-$568M)

18% less call options, than puts

Call options by funds: $32.3M | Put options by funds: $39.3M

22% less first-time investments, than exits

New positions opened: 60 | Existing positions closed: 77

Holders
391
Holders Change
-26
Holders Change %
-6.24%
% of All Funds
4.82%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
60
Increased
167
Reduced
112
Closed
77
Calls
$32.3M
Puts
$39.3M
Net Calls
-$6.98M
Net Calls Change
-$12.6M
Name Holding Trade Value Shares
Change
Change in
Stake
TI
201
Tidal Investments
Wisconsin
$737K +$78.4K +956 +11%
AssetMark Inc
202
AssetMark Inc
California
$719K -$96.7K -1,179 -11%
FCBT
203
First Citizens Bank & Trust
North Carolina
$717K -$57.3K -698 -7%
RSWM
204
Robertson Stephens Wealth Management
California
$704K -$53.8K -656 -7%
XT
205
XTX Topco
Cayman Islands
$699K +$555K +6,760 +285%
Mercer Global Advisors
206
Mercer Global Advisors
Colorado
$696K -$4.12M -50,257 -85%
OSAM
207
O'Shaughnessy Asset Management
Connecticut
$692K -$918K -11,186 -55%
Commonwealth Equity Services
208
Commonwealth Equity Services
Massachusetts
$665K +$410 +5 +0.1%
FFA
209
Farther Finance Advisors
California
$658K -$123K -1,496 -15%
B
210
Bayban
Minnesota
$637K
Public Employees Retirement Association of Colorado
211
Public Employees Retirement Association of Colorado
Colorado
$626K
TI
212
Truepoint Inc
Ohio
$595K
MOACM
213
Mutual of America Capital Management
New York
$592K +$10.8K +132 +2%
WCM
214
Wallace Capital Management
Texas
$582K
Bank of Montreal
215
Bank of Montreal
Ontario, Canada
$580K +$53.7K +655 +9%
SLAM
216
Swiss Life Asset Management
$575K +$543K +6,623 +209%
ECM
217
Everence Capital Management
Indiana
$569K -$20K -244 -3%
Ensign Peak Advisors
218
Ensign Peak Advisors
Utah
$557K +$208K +2,540 +54%
CAM
219
Cresset Asset Management
Illinois
$545K -$272K -3,316 -32%
N
220
Numerai
California
$540K -$295K -3,595 -34%
AA
221
ALPS Advisors
Colorado
$536K +$574K +7,000 New
Acadian Asset Management
222
Acadian Asset Management
Massachusetts
$516K
OIA
223
OneDigital Investment Advisors
Kansas
$510K -$111K -1,355 -17%
X
224
Xponance
Pennsylvania
$495K +$77K +938 +17%
SC
225
Schulhoff & Co
Ohio
$492K