SEIC icon

SEI Investments
SEIC

Overview Fund Activity

557 hedge funds and large institutions have $8.07B invested in SEI Investments in 2025 Q2 according to their latest regulatory filings, with 108 funds opening new positions, 180 increasing their positions, 194 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
557
Holders Change
+19
Holders Change %
+3.53%
% of All Funds
7.47%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.07%
New
108
Increased
180
Reduced
194
Closed
78
Calls
$5.11M
Puts
–
Net Calls
+$5.11M
Net Calls Change
+$1.35M

Top Buyers

1
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
+$73.3M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$44.7M
3
JAM
Jupiter Asset Management
United Kingdom
+$37.5M
4
ACL
Azora Capital LP
Florida
+$36.5M
5
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
+$26M

Top Sellers

1
BlackRock
BlackRock
New York
-$195M
2
State Street
State Street
Massachusetts
-$89.2M
3
Amundi
Amundi
France
-$57.4M
4
BNP Paribas Asset Management
BNP Paribas Asset Management
France
-$41.9M
5
AS
Aware Super
Australia
-$28.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWG
301
Portside Wealth Group
Utah
$714K +$136K +1,514 +24%
IMC
302
Investment Management Corporation
Virginia
$700K – – –
AI
303
Atom Investors
Texas
$685K +$685K +7,626 New
NW
304
NewEdge Wealth
Pennsylvania
$683K +$683K +7,861 New
NP
305
Nilsine Partners
Colorado
$676K -$5.3K -59 -0.8%
AWM
306
Avior Wealth Management
Nebraska
$664K +$164K +1,828 +33%
HIM
307
Hillsdale Investment Management
Ontario, Canada
$656K -$332K -3,700 -34%
SAM
308
Securian Asset Management
Minnesota
$647K -$9.08K -101 -1%
RAM
309
Readystate Asset Management
Illinois
$640K +$640K +7,123 New
PMAM
310
Picton Mahoney Asset Management
Ontario, Canada
$632K -$670K -7,465 -51%
WSC
311
Wellington Shields & Co
New York
$629K -$89.9K -1,000 -13%
Commonwealth Equity Services
312
Commonwealth Equity Services
Massachusetts
$621K +$24.6K +274 +4%
PA
313
Procyon Advisors
Connecticut
$609K -$2.84M -31,642 -82%
ECM
314
Evergreen Capital Management
Washington
$607K +$607K +6,755 New
GI
315
GAMMA Investing
California
$605K +$60K +668 +11%
Fayez Sarofim & Co
316
Fayez Sarofim & Co
Texas
$600K – – –
JF
317
Jump Financial
Illinois
$598K +$598K +6,652 New
FRM
318
Fox Run Management
Connecticut
$597K +$597K +6,644 New
HTC
319
Haverford Trust Company
Pennsylvania
$594K – – –
KBG
320
Kahn Brothers Group
New York
$593K – – –
FFM
321
Fullerton Fund Management
Singapore
$576K – – –
DekaBank Deutsche Girozentrale
322
DekaBank Deutsche Girozentrale
Germany
$573K +$4.28K +48 +0.8%
AO
323
Advisor OS
Illinois
$568K +$17.2K +191 +3%
LSA
324
Lansing Street Advisors
Pennsylvania
$568K – – –
BFA
325
Beaumont Financial Advisors
Massachusetts
$565K – – –
11 12
13
14 15