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SEI Investments

561 hedge funds and large institutions have $8.09B invested in SEI Investments in 2025 Q2 according to their latest regulatory filings, with 107 funds opening new positions, 181 increasing their positions, 197 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

8% less repeat investments, than reductions

Existing positions increased: 181 | Existing positions reduced: 197

1.03% less ownership

Funds ownership: 73.35%72.33% (-1%)

Holders
561
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$5.11M
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KPWS
301
Kestra Private Wealth Services
Texas
$723K
QCG
302
Quadrant Capital Group
Ohio
$718K
P
303
&Partners
Tennessee
$718K
CA
304
CoreCap Advisors
Michigan
$716K
PWG
305
Portside Wealth Group
Utah
$714K
IMC
306
Investment Management Corporation
Virginia
$700K
AI
307
Atom Investors
Texas
$685K
NW
308
NewEdge Wealth
Pennsylvania
$683K
NP
309
Nilsine Partners
Colorado
$676K
AWM
310
Avior Wealth Management
Nebraska
$664K
HIM
311
Hillsdale Investment Management
Ontario, Canada
$656K
SAM
312
Securian Asset Management
Minnesota
$647K
RAM
313
Readystate Asset Management
Illinois
$640K
PMAM
314
Picton Mahoney Asset Management
Ontario, Canada
$632K
WSC
315
Wellington Shields & Co
New York
$629K
Commonwealth Equity Services
316
Commonwealth Equity Services
Massachusetts
$621K
PA
317
Procyon Advisors
Connecticut
$609K
ECM
318
Evergreen Capital Management
Washington
$607K
GI
319
GAMMA Investing
California
$605K
Fayez Sarofim & Co
320
Fayez Sarofim & Co
Texas
$600K
JF
321
Jump Financial
Illinois
$598K
FRM
322
Fox Run Management
Connecticut
$597K
HTC
323
Haverford Trust Company
Pennsylvania
$594K
KBG
324
Kahn Brothers Group
New York
$593K
FFM
325
Fullerton Fund Management
Singapore
$576K