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SEI Investments

563 hedge funds and large institutions have $8.09B invested in SEI Investments in 2025 Q2 according to their latest regulatory filings, with 105 funds opening new positions, 184 increasing their positions, 197 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

31% more first-time investments, than exits

New positions opened: 105 | Existing positions closed: 80

11% more capital invested

Capital invested by funds: $7.27B → $8.09B (+$824M)

3% more funds holding

Funds holding: 546563 (+17)

7% less repeat investments, than reductions

Existing positions increased: 184 | Existing positions reduced: 197

1.46% less ownership

Funds ownership: 73.8%72.35% (-1.5%)

Holders
563
Holders Change
+17
Holders Change %
+3.11%
% of All Funds
7.41%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.07%
New
105
Increased
184
Reduced
197
Closed
80
Calls
$5.11M
Puts
Net Calls
+$5.11M
Net Calls Change
+$1.34M
Name Holding Trade Value Shares
Change
Change in
Stake
KIM
301
Kestra Investment Management
Texas
$746K +$332K +4,124 +85%
HWAM
302
Hennion & Walsh Asset Management
New Jersey
$732K +$159K +1,976 +32%
KPWS
303
Kestra Private Wealth Services
Texas
$723K +$427K +5,299 +193%
QCG
304
Quadrant Capital Group
Ohio
$718K +$320K +3,966 +98%
P
305
&Partners
Tennessee
$718K +$644K +7,990 New
CA
306
CoreCap Advisors
Michigan
$716K -$140K -1,733 -18%
PWG
307
Portside Wealth Group
Utah
$714K +$122K +1,514 +24%
IMC
308
Investment Management Corporation
Virginia
$700K
AI
309
Atom Investors
Texas
$685K +$615K +7,626 New
NW
310
NewEdge Wealth
Pennsylvania
$683K +$634K +7,861 New
NP
311
Nilsine Partners
Colorado
$676K -$4.75K -59 -0.8%
AWM
312
Avior Wealth Management
Nebraska
$664K +$147K +1,828 +33%
HIM
313
Hillsdale Investment Management
Ontario, Canada
$656K -$298K -3,700 -34%
SAM
314
Securian Asset Management
Minnesota
$647K -$8.14K -101 -1%
RAM
315
Readystate Asset Management
Illinois
$640K +$574K +7,123 New
PMAM
316
Picton Mahoney Asset Management
Ontario, Canada
$632K -$602K -7,465 -51%
WSC
317
Wellington Shields & Co
New York
$629K -$80.6K -1,000 -13%
Commonwealth Equity Services
318
Commonwealth Equity Services
Massachusetts
$621K +$22.1K +274 +4%
PA
319
Procyon Advisors
Connecticut
$609K -$2.55M -31,642 -82%
ECM
320
Evergreen Capital Management
Washington
$607K +$544K +6,755 New
GI
321
GAMMA Investing
California
$605K +$53.8K +668 +11%
Fayez Sarofim & Co
322
Fayez Sarofim & Co
Texas
$600K
JF
323
Jump Financial
Illinois
$598K +$536K +6,652 New
FRM
324
Fox Run Management
Connecticut
$597K +$535K +6,644 New
HTC
325
Haverford Trust Company
Pennsylvania
$594K

SEIC Hedge Fund Activity: Q2 2025 in Review

563 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in SEI Investments (SEIC) for Q2 2025, worth a combined $8.09B — up 11% from $7.27B a quarter earlier.

Buyers outnumbered sellers: 105 funds opened new SEIC positions and 80 closed out — a net gain of 25 holders — while 184 added to existing stakes and 197 trimmed.

The largest buyer was Lord, Abbett & Co, adding an estimated $65.8M. The largest seller was BlackRock, cutting an estimated $175M.

  • 563 institutional investors held SEI Investments (SEIC) as of Q2 2025, up from 546 in Q1 2025.
  • Funds reported $8.09B of SEI Investments stock for Q2 2025, up 11% quarter-over-quarter.
  • 105 funds opened new SEI Investments positions in Q2 2025 and 80 closed out, a net change of +25 holders.
  • The largest SEI Investments buyer in Q2 2025 was Lord, Abbett & Co, an estimated $65.8M added.
  • The largest SEI Investments seller in Q2 2025 was BlackRock, an estimated $175M sold.

Based on aggregated 13F filings for Q2 2025.