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SEI Investments

565 hedge funds and large institutions have $7.06B invested in SEI Investments in 2026 Q1 according to their latest regulatory filings, with 74 funds opening new positions, 216 increasing their positions, 179 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 74 | Existing positions closed: 59

21% more repeat investments, than reductions

Existing positions increased: 216 | Existing positions reduced: 179

1% more funds holding

Funds holding: 559565 (+6)

0.88% more ownership

Funds ownership: 72.75%73.63% (+0.88%)

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 (-$246M)

51% less call options, than puts

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

Holders
565
Holders Change
+6
Holders Change %
+1.07%
% of All Funds
6.96%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
74
Increased
216
Reduced
179
Closed
59
Calls
$3.65M
Puts
$7.42M
Net Calls
-$3.77M
Net Calls Change
-$2.83M
Name Holding Trade Value Shares
Change
Change in
Stake
AG
226
AIA Group
Hong Kong
$1.24M +$393K +4,768 +43%
SFA
227
Sequoia Financial Advisors
Ohio
$1.24M -$445K -5,407 -25%
DWM
228
Diversify Wealth Management
Utah
$1.23M +$1.12M +13,551 New
DTL
229
Dynamic Technology Lab
Singapore
$1.22M +$689K +8,368 +64%
HT
230
Headlands Technologies
Illinois
$1.21M -$708K -8,597 -36%
EMPI
231
Elo Mutual Pension Insurance
Finland
$1.2M +$200K +2,428 +19%
P
232
&Partners
Tennessee
$1.2M +$94.4K +1,146 +8%
LI
233
Lafayette Investments
Maryland
$1.19M -$4.12K -50 -0.3%
CWS
234
Confluence Wealth Services
Pennsylvania
$1.15M +$107K +1,302 +10%
GAM
235
Gotham Asset Management
New York
$1.14M
PS
236
Principal Securities
Iowa
$1.14M +$226K +2,741 +23%
Toronto Dominion Bank
237
Toronto Dominion Bank
Ontario, Canada
$1.13M +$12.4K +150 +1%
DBIA
238
Dumont & Blake Investment Advisors
New Jersey
$1.07M -$24.4K -296 -2%
HIM
239
Hillsdale Investment Management
Ontario, Canada
$1.05M +$365K +4,430 +49%
NG
240
Novem Group
New York
$1.03M -$24.9K -302 -2%
HighTower Advisors
241
HighTower Advisors
Illinois
$1.02M +$132K +1,606 +14%
Wealth Enhancement Advisory Services
242
Wealth Enhancement Advisory Services
Minnesota
$1.01M -$1.15M -13,967 -52%
Brown Advisory
243
Brown Advisory
Maryland
$980K +$25.3K +307 +3%
Lido Advisors
244
Lido Advisors
California
$976K -$188K -2,285 -16%
GT
245
Glenmede Trust
Pennsylvania
$965K +$12.3K +149 +1%
FPAS
246
Focus Partners Advisor Solutions
Missouri
$953K +$15.4K +187 +2%
MFGM
247
Marshall Financial Group (Maryland)
Maryland
$945K +$10.2K +124 +1%
Prudential Financial
248
Prudential Financial
New Jersey
$933K +$362K +4,391 +59%
X
249
Xponance
Pennsylvania
$931K +$225K +2,730 +30%
PDL
250
Portfolio Design Labs
California
$928K -$438K -5,320 -31%