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SEI Investments

546 hedge funds and large institutions have $7.27B invested in SEI Investments in 2025 Q1 according to their latest regulatory filings, with 67 funds opening new positions, 191 increasing their positions, 188 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

881% more call options, than puts

Call options by funds: $4.19M | Put options by funds: $427K

29% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 52

3.04% more ownership

Funds ownership: 70.76%73.8% (+3%)

1% more funds holding

Funds holding: 539546 (+7)

2% more repeat investments, than reductions

Existing positions increased: 191 | Existing positions reduced: 188

3% less capital invested

Capital invested by funds: $7.53B → $7.27B (-$257M)

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
546
Holders Change
+7
Holders Change %
+1.3%
% of All Funds
7.32%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.04%
New
67
Increased
191
Reduced
188
Closed
52
Calls
$4.19M
Puts
$427K
Net Calls
+$3.76M
Net Calls Change
-$1.3M
Name Holding Trade Value Shares
Change
Change in
Stake
HighTower Advisors
276
HighTower Advisors
Illinois
$893K -$1.29K -16 -0.1%
BCI
277
Brinker Capital Investments
Pennsylvania
$881K -$214K -2,656 -19%
OPS
278
Orion Portfolio Solutions
Nebraska
$881K -$214K -2,656 -19%
NYLIM
279
New York Life Investment Management
New York
$864K +$53.4K +664 +6%
HIM
280
Hillsdale Investment Management
Ontario, Canada
$854K +$16.1K +200 +2%
Federated Hermes
281
Federated Hermes
Pennsylvania
$843K +$133K +1,657 +18%
FPAS
282
Focus Partners Advisor Solutions
Missouri
$830K -$134K -1,667 -13%
CB
283
Cadence Bank
Mississippi
$819K +$9.73K +121 +1%
CB
284
Commerce Bank
Missouri
$796K +$7.72K +96 +0.9%
BC
285
Bayforest Capital
United Kingdom
$778K +$504K +6,265 +167%
RC
286
RBF Capital
California
$776K
FCBT
287
First Citizens Bank & Trust
North Carolina
$772K +$7.72K +96 +1%
PTC
288
Petrus Trust Company
Texas
$760K +$22.7K +282 +3%
CA
289
CoreCap Advisors
Michigan
$753K +$47.4K +589 +6%
LCM
290
Logan Capital Management
Pennsylvania
$753K
PAMG
291
Patton Albertson Miller Group
Tennessee
$749K
CBUSF
292
Construction & Building Unions Superannuation Fund
Australia
$745K +$80.4K +1,000 +12%
PP
293
Patten & Patten
Tennessee
$737K
SOW
294
State of Wyoming
Wyoming
$734K +$477K +5,934 +168%
CGH
295
Crossmark Global Holdings
Texas
$725K +$78K +970 +12%
Nordea Investment Management
296
Nordea Investment Management
Sweden
$723K +$2.65K +33 +0.4%
NS
297
NBC Securities
Alabama
$697K +$722K +8,982 +112,275%
Daiwa Securities Group
298
Daiwa Securities Group
Japan
$675K +$24.1K +300 +4%
Creative Planning
299
Creative Planning
Kansas
$668K -$114K -1,422 -14%
GL
300
GHE LLC
Tennessee
$662K -$47.8K -594 -7%

SEIC Hedge Fund Activity: Q1 2025 in Review

546 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in SEI Investments (SEIC) for Q1 2025, worth a combined $7.27B — down 3.4% from $7.53B a quarter earlier.

Buyers outnumbered sellers: 67 funds opened new SEIC positions and 52 closed out — a net gain of 15 holders — while 191 added to existing stakes and 188 trimmed.

The largest buyer was First Trust Advisors, adding an estimated $88.4M. The largest seller was Citadel Advisors, exiting entirely with an estimated $60M sold.

  • 546 institutional investors held SEI Investments (SEIC) as of Q1 2025, up from 539 in Q4 2024.
  • Funds reported $7.27B of SEI Investments stock for Q1 2025, down 3.4% quarter-over-quarter.
  • 67 funds opened new SEI Investments positions in Q1 2025 and 52 closed out, a net change of +15 holders.
  • The largest SEI Investments buyer in Q1 2025 was First Trust Advisors, an estimated $88.4M added.
  • The largest SEI Investments seller in Q1 2025 was Citadel Advisors, an estimated $60M sold.

Based on aggregated 13F filings for Q1 2025.