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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
Mariner
251
Mariner
Kansas
$910K +$150K +1,827 +19%
Carson Wealth (CWM LLC)
252
Carson Wealth (CWM LLC)
Nebraska
$902K -$3.49M -42,339 -79%
NYLIM
253
New York Life Investment Management
New York
$891K +$228K +2,773 +32%
VOYA Investment Management
254
VOYA Investment Management
Georgia
$888K -$15.4K -187 -2%
CB
255
Commerce Bank
Missouri
$874K +$88.9K +1,080 +11%
FDCDDQ
256
Federation des caisses Desjardins du Quebec
Quebec, Canada
$867K +$60.7K +737 +7%
Pacer Advisors
257
Pacer Advisors
Pennsylvania
$860K -$14.9K -181 -2%
LCM
258
Landscape Capital Management
New Jersey
$857K -$549K -6,662 -38%
HNB
259
Huntington National Bank
Ohio
$854K +$889K +10,797 +11,865%
PWG
260
Portside Wealth Group
Utah
$834K +$69K +838 +9%
GWM
261
Gibbs Wealth Management
Georgia
$834K +$645K +7,837 +281%
ATPW
262
Ashton Thomas Private Wealth
Arizona
$822K +$41.3K +501 +5%
PCM
263
Penserra Capital Management
California
$810K +$850K +10,323 New
Verition Fund Management
264
Verition Fund Management
Connecticut
$806K -$5.54M -67,299 -87%
CAM
265
Cresset Asset Management
Illinois
$801K +$48.4K +588 +6%
RC
266
RBF Capital
California
$785K
ECM
267
Evergreen Capital Management
Washington
$769K +$149K +1,804 +23%
BCI
268
Brinker Capital Investments
Pennsylvania
$762K +$58.3K +708 +8%
PAMG
269
Patton Albertson Miller Group
Tennessee
$757K
HIP
270
Harrell Investment Partners
Texas
$742K +$3.46K +42 +0.4%
SLAM
271
Swiss Life Asset Management
$740K +$144K +1,745 +23%
PP
272
Patten & Patten
Tennessee
$738K
SOADOR
273
State of Alaska Department of Revenue
Alaska
$730K
MFS
274
Mirabella Financial Services
United Kingdom
$727K +$763K +9,269 New
IWC
275
Integrated Wealth Concepts
Massachusetts
$721K +$39.6K +481 +6%