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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
Mariner
251
Mariner
Kansas
$910K
Carson Wealth (CWM LLC)
252
Carson Wealth (CWM LLC)
Nebraska
$902K
NYLIM
253
New York Life Investment Management
New York
$891K
VOYA Investment Management
254
VOYA Investment Management
Georgia
$888K
CB
255
Commerce Bank
Missouri
$874K
FDCDDQ
256
Federation des caisses Desjardins du Quebec
Quebec, Canada
$867K
LCM
257
Landscape Capital Management
New Jersey
$857K
HNB
258
Huntington National Bank
Ohio
$854K
PWG
259
Portside Wealth Group
Utah
$834K
GWM
260
Gibbs Wealth Management
Georgia
$834K
ATPW
261
Ashton Thomas Private Wealth
Arizona
$822K
PCM
262
Penserra Capital Management
California
$810K
Verition Fund Management
263
Verition Fund Management
Connecticut
$806K
CAM
264
Cresset Asset Management
Illinois
$801K
RC
265
RBF Capital
California
$785K
ECM
266
Evergreen Capital Management
Washington
$769K
BCI
267
Brinker Capital Investments
Pennsylvania
$762K
PAMG
268
Patton Albertson Miller Group
Tennessee
$757K
HIP
269
Harrell Investment Partners
Texas
$742K
SLAM
270
Swiss Life Asset Management
$740K
PP
271
Patten & Patten
Tennessee
$738K
SOADOR
272
State of Alaska Department of Revenue
Alaska
$730K
MFS
273
Mirabella Financial Services
United Kingdom
$727K
IWC
274
Integrated Wealth Concepts
Massachusetts
$721K
NS
275
NBC Securities
Alabama
$718K