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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
AG
276
Ascent Group
Virginia
$711K
Federated Hermes
277
Federated Hermes
Pennsylvania
$707K
DB
278
Danske Bank
Denmark
$705K
PWS
279
Precision Wealth Strategies
Missouri
$696K
KPWS
280
Kestra Private Wealth Services
Texas
$679K
Point72 Asset Management
281
Point72 Asset Management
Connecticut
$675K
SC
282
SummitTX Capital
Texas
$640K
JF
283
JMN Financial
Ohio
$628K
IA
284
Inspire Advisors
Idaho
$623K
NP
285
Nilsine Partners
Colorado
$615K
IMC
286
Investment Management Corporation
Virginia
$611K
UB
287
UMB Bank
Missouri
$608K
BIG
288
Brooklyn Investment Group
New York
$588K
ACM
289
Aquatic Capital Management
Illinois
$585K
FC
290
FORA Capital
Florida
$582K
GI
291
GAMMA Investing
California
$580K
Commonwealth Equity Services
292
Commonwealth Equity Services
Massachusetts
$571K
AAS
293
Ameritas Advisory Services
Nebraska
$562K
GWP
294
Gateway Wealth Partners
Wisconsin
$559K
IPW
295
Impact Partnership Wealth
Georgia
$550K
S
296
SignatureFD
Georgia
$543K
AWM
297
Avior Wealth Management
Nebraska
$541K
UCFA
298
United Capital Financial Advisors
Texas
$541K
SCA
299
Snowden Capital Advisors
New York
$540K
SAM
300
Securian Asset Management
Minnesota
$532K