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SEI Investments

548 hedge funds and large institutions have $7.51B invested in SEI Investments in 2025 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 209 increasing their positions, 170 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

504% more call options, than puts

Call options by funds: $8.6M | Put options by funds: $1.43M

23% more repeat investments, than reductions

Existing positions increased: 209 | Existing positions reduced: 170

0.72% less ownership

Funds ownership: 72.35%71.63% (-0.72%)

3% less funds holding

Funds holding: 563548 (-15)

7% less capital invested

Capital invested by funds: $8.09B → $7.51B (-$584M)

12% less first-time investments, than exits

New positions opened: 60 | Existing positions closed: 68

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
548
Holders Change
-15
Holders Change %
-2.66%
% of All Funds
7.19%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.05%
New
60
Increased
209
Reduced
170
Closed
68
Calls
$8.6M
Puts
$1.43M
Net Calls
+$7.18M
Net Calls Change
+$2.07M
Name Holding Trade Value Shares
Change
Change in
Stake
PDL
226
Portfolio Design Labs
California
$1.51M -$3.73M -41,973 -70%
Mercer Global Advisors
227
Mercer Global Advisors
Colorado
$1.5M +$627K +7,059 +66%
AIP
228
Ameritas Investment Partners
Nebraska
$1.49M -$67.3K -757 -4%
STA
229
Summit Trail Advisors
New York
$1.47M +$1.04M +11,679 +206%
Neuberger Berman Group
230
Neuberger Berman Group
New York
$1.46M -$1.18M -13,299 -44%
Susquehanna International Group
231
Susquehanna International Group
Pennsylvania
$1.46M -$1.72M -19,376 -53%
URS
232
Utah Retirement Systems
Utah
$1.46M +$34.9K +393 +2%
OAM
233
Oppenheimer Asset Management
New York
$1.44M -$12.4K -140 -0.8%
OSAM
234
O'Shaughnessy Asset Management
Connecticut
$1.39M -$1.07M -12,006 -42%
Pacer Advisors
235
Pacer Advisors
Pennsylvania
$1.38M +$630K +7,090 +77%
DTL
236
Dynamic Technology Lab
Singapore
$1.34M +$462K +5,196 +49%
Capstone Investment Advisors
237
Capstone Investment Advisors
New York
$1.32M -$521K -5,868 -27%
Mackenzie Financial
238
Mackenzie Financial
Ontario, Canada
$1.32M +$262K +2,950 +23%
HT
239
Headlands Technologies
Illinois
$1.3M +$379K +4,263 +38%
LI
240
Lafayette Investments
Maryland
$1.3M
Toronto Dominion Bank
241
Toronto Dominion Bank
Ontario, Canada
$1.29M -$129K -1,455 -9%
Pictet Asset Management
242
Pictet Asset Management
Switzerland
$1.25M -$98K -1,103 -7%
DBIA
243
Dumont & Blake Investment Advisors
New Jersey
$1.24M +$1.3M +14,653 New
Lido Advisors
244
Lido Advisors
California
$1.24M +$88.2K +993 +7%
GAM
245
Gotham Asset Management
New York
$1.23M
PS
246
Pensionfund Sabic
Netherlands
$1.2M
RIM
247
Redwood Investment Management
Arizona
$1.19M -$98.6K -1,110 -7%
Cetera Investment Advisers
248
Cetera Investment Advisers
Illinois
$1.18M +$269K +3,023 +28%
DLHL
249
Donald L. Hagan LLC
Florida
$1.18M -$40.7K -458 -3%
VOYA Investment Management
250
VOYA Investment Management
Georgia
$1.17M -$265K -2,984 -18%

SEIC Hedge Fund Activity: Q3 2025 in Review

548 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in SEI Investments (SEIC) for Q3 2025, worth a combined $7.51B — down 7.2% from $8.09B a quarter earlier.

Sellers outnumbered buyers: 68 funds closed out of SEIC and 60 opened new positions — a net loss of 8 holders — while 170 trimmed existing stakes and 209 added.

The largest buyer was Fidelity Investments, adding an estimated $45.5M. The largest seller was Azora Capital LP, exiting entirely with an estimated $69.9M sold.

  • 548 institutional investors held SEI Investments (SEIC) as of Q3 2025, down from 563 in Q2 2025.
  • Funds reported $7.51B of SEI Investments stock for Q3 2025, down 7.2% quarter-over-quarter.
  • 60 funds opened new SEI Investments positions in Q3 2025 and 68 closed out, a net change of -8 holders.
  • The largest SEI Investments buyer in Q3 2025 was Fidelity Investments, an estimated $45.5M added.
  • The largest SEI Investments seller in Q3 2025 was Azora Capital LP, an estimated $69.9M sold.

Based on aggregated 13F filings for Q3 2025.