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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
SAM
301
Securian Asset Management
Minnesota
$532K
MM
302
MQS Management
New York
$531K -$152K -1,843 -21%
GL
303
GHE LLC
Tennessee
$531K -$23.9K -290 -4%
Jones Financial Companies
304
Jones Financial Companies
Missouri
$526K +$520K +6,320 +1,011%
Fayez Sarofim & Co
305
Fayez Sarofim & Co
Texas
$524K
KBG
306
Kahn Brothers Group
New York
$518K
AP
307
Advisors Preferred
Maryland
$516K +$541K +6,571 New
OAM
308
OP Asset Management
$513K +$538K +6,539 New
SOW
309
State of Wyoming
Wyoming
$513K -$80K -971 -13%
GC
310
Globeflex Capital
California
$510K +$535K +6,502 New
WSC
311
Wellington Shields & Co
New York
$510K
OL
312
Odyssean LLC
Connecticut
$509K -$204K -2,476 -28%
JF
313
Jump Financial
Illinois
$507K -$404K -4,910 -43%
DekaBank Deutsche Girozentrale
314
DekaBank Deutsche Girozentrale
Germany
$504K
SDIC
315
South Dakota Investment Council
South Dakota
$497K
LSA
316
Lansing Street Advisors
Pennsylvania
$496K
Jane Street
317
Jane Street
New York
$494K -$10.8M -130,937 -95%
BFA
318
Beaumont Financial Advisors
Massachusetts
$494K
C
319
Certuity
Florida
$493K +$168K +2,037 +48%
BTWM
320
Baker Tilly Wealth Management
Wisconsin
$491K +$17.8K +216 +4%
CA
321
Clearstead Advisors
Ohio
$491K -$25.4K -308 -5%
HTC
322
Haverford Trust Company
Pennsylvania
$490K -$24.7K -300 -5%
PAM
323
Panagora Asset Management
Massachusetts
$478K -$7K -85 -1%
IWA
324
Icon Wealth Advisors
Texas
$477K +$9.55K +116 +2%
PA
325
Procyon Advisors
Connecticut
$464K -$33K -401 -6%