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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
NS
276
NBC Securities
Alabama
$718K -$82 -1 -0%
AG
277
Ascent Group
Virginia
$711K -$313K -3,795 -30%
Federated Hermes
278
Federated Hermes
Pennsylvania
$707K +$126K +1,527 +20%
DB
279
Danske Bank
Denmark
$705K -$963K -11,698 -57%
PWS
280
Precision Wealth Strategies
Missouri
$696K +$204K +2,480 +39%
KPWS
281
Kestra Private Wealth Services
Texas
$679K -$22.7K -276 -3%
Point72 Asset Management
282
Point72 Asset Management
Connecticut
$675K -$9.07M -110,107 -93%
SC
283
SummitTX Capital
Texas
$640K -$1.49M -18,068 -69%
JF
284
JMN Financial
Ohio
$628K -$249K -3,026 -27%
IA
285
Inspire Advisors
Idaho
$623K +$104K +1,261 +19%
NP
286
Nilsine Partners
Colorado
$615K -$41.4K -503 -7%
IMC
287
Investment Management Corporation
Virginia
$611K
UB
288
UMB Bank
Missouri
$608K -$5.68M -68,967 -90%
BIG
289
Brooklyn Investment Group
New York
$588K +$394K +4,786 +177%
ACM
290
Aquatic Capital Management
Illinois
$585K -$572K -6,946 -48%
FC
291
FORA Capital
Florida
$582K +$611K +7,416 New
GI
292
GAMMA Investing
California
$580K +$10.5K +128 +2%
Commonwealth Equity Services
293
Commonwealth Equity Services
Massachusetts
$571K +$16.4K +199 +3%
AAS
294
Ameritas Advisory Services
Nebraska
$562K +$16.2K +197 +3%
GWP
295
Gateway Wealth Partners
Wisconsin
$559K +$586K +7,122 New
IPW
296
Impact Partnership Wealth
Georgia
$550K +$66.7K +810 +13%
S
297
SignatureFD
Georgia
$543K +$262K +3,187 +85%
AWM
298
Avior Wealth Management
Nebraska
$541K -$43.7K -531 -7%
UCFA
299
United Capital Financial Advisors
Texas
$541K +$319K +3,879 +129%
SCA
300
Snowden Capital Advisors
New York
$540K +$19.8K +240 +4%