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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
AG
251
Ascent Group
Virginia
$1.13M -$2.9M -32,661 -71%
Jacobs Levy Equity Management
252
Jacobs Levy Equity Management
New Jersey
$1.07M -$7.1M -79,918 -86%
Brown Advisory
253
Brown Advisory
Maryland
$1.06M -$24.8K -279 -2%
NAAA
254
New Age Alpha Advisors
New York
$1.05M -$31.9K -359 -3%
FPAS
255
Focus Partners Advisor Solutions
Missouri
$1M -$24.9K -280 -2%
Aviva
256
Aviva
United Kingdom
$999K +$19.5K +219 +2%
NG
257
Novem Group
New York
$994K +$36.5K +411 +4%
MFGM
258
Marshall Financial Group (Maryland)
Maryland
$993K +$47.6K +536 +5%
HighTower Advisors
259
HighTower Advisors
Illinois
$982K -$13.8K -155 -1%
Asset Management One
260
Asset Management One
Japan
$976K -$62.5K -703 -6%
HWAM
261
Hennion & Walsh Asset Management
New Jersey
$945K +$266K +2,993 +37%
VCM
262
Voleon Capital Management
California
$936K +$980K +11,026 New
LP
263
LMR Partners
United Kingdom
$930K
X
264
Xponance
Pennsylvania
$928K -$14.7K -166 -1%
FC
265
Farringdon Capital
United Kingdom
$919K +$657K +7,395 +215%
DAS
266
Diversify Advisory Services
Utah
$907K +$432K +4,861 +77%
P
267
&Partners
Tennessee
$890K +$221K +2,486 +31%
CB
268
Cadence Bank
Mississippi
$883K
AAP
269
Arax Advisory Partners
Colorado
$870K +$825K +9,283 +960%
Federated Hermes
270
Federated Hermes
Pennsylvania
$851K -$34.6K -389 -4%
RC
271
RBF Capital
California
$849K
CAM
272
Cresset Asset Management
Illinois
$846K +$73.7K +830 +9%
CB
273
Commerce Bank
Missouri
$842K -$30.6K -344 -3%
LCM
274
Logan Capital Management
Pennsylvania
$823K
PAMG
275
Patton Albertson Miller Group
Tennessee
$819K

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.