SEIC icon

SEI Investments

562 hedge funds and large institutions have $7.06B invested in SEI Investments in 2026 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 215 increasing their positions, 177 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more ownership

Funds ownership:

more funds holding

Funds holding:

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

3% less capital invested

Capital invested by funds: $7.31B → $7.06B (-$247M)

51% less call options, than puts

Call options by funds: $3.65M | Put options by funds: $7.42M

Holders
562
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$3.65M
Puts
$7.42M
Net Calls
Net Calls Change

Top Buyers

1 +$146M
2 +$61.7M
3 +$45.6M
4
BlackRock
BlackRock
New York
+$38.9M
5
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
+$23.6M

Top Sellers

1 -$48.3M
2 -$36.1M
3 -$26.3M
4
Morgan Stanley
Morgan Stanley
New York
-$23.3M
5
Millennium Management
Millennium Management
New York
-$20.8M
Name Holding Trade Value Shares
Change
Change in
Stake
AG
226
AIA Group
Hong Kong
$1.24M
SFA
227
Sequoia Financial Advisors
Ohio
$1.24M
DWM
228
Diversify Wealth Management
Utah
$1.23M
DTL
229
Dynamic Technology Lab
Singapore
$1.22M
HT
230
Headlands Technologies
Illinois
$1.21M
EMPI
231
Elo Mutual Pension Insurance
Finland
$1.2M
P
232
&Partners
Tennessee
$1.2M
LI
233
Lafayette Investments
Maryland
$1.19M
CWS
234
Confluence Wealth Services
Pennsylvania
$1.15M
GAM
235
Gotham Asset Management
New York
$1.14M
PS
236
Principal Securities
Iowa
$1.14M
Toronto Dominion Bank
237
Toronto Dominion Bank
Ontario, Canada
$1.13M
DBIA
238
Dumont & Blake Investment Advisors
New Jersey
$1.07M
HIM
239
Hillsdale Investment Management
Ontario, Canada
$1.05M
NG
240
Novem Group
New York
$1.03M
HighTower Advisors
241
HighTower Advisors
Illinois
$1.02M
Wealth Enhancement Advisory Services
242
Wealth Enhancement Advisory Services
Minnesota
$1.01M
Brown Advisory
243
Brown Advisory
Maryland
$980K
Lido Advisors
244
Lido Advisors
California
$976K
GT
245
Glenmede Trust
Pennsylvania
$965K
FPAS
246
Focus Partners Advisor Solutions
Missouri
$953K
MFGM
247
Marshall Financial Group (Maryland)
Maryland
$945K
Prudential Financial
248
Prudential Financial
New Jersey
$933K
X
249
Xponance
Pennsylvania
$931K
PDL
250
Portfolio Design Labs
California
$928K