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SEI Investments

558 hedge funds and large institutions have $8.07B invested in SEI Investments in 2025 Q2 according to their latest regulatory filings, with 107 funds opening new positions, 180 increasing their positions, 195 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:

0.82% less ownership

Funds ownership: 73.01%72.2% (-0.82%)

8% less repeat investments, than reductions

Existing positions increased: 180 | Existing positions reduced: 195

Holders
558
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
CA
301
CoreCap Advisors
Michigan
$716K
PWG
302
Portside Wealth Group
Utah
$714K
IMC
303
Investment Management Corporation
Virginia
$700K
AI
304
Atom Investors
Texas
$685K
NW
305
NewEdge Wealth
Pennsylvania
$683K
NP
306
Nilsine Partners
Colorado
$676K
AWM
307
Avior Wealth Management
Nebraska
$664K
HIM
308
Hillsdale Investment Management
Ontario, Canada
$656K
SAM
309
Securian Asset Management
Minnesota
$647K
RAM
310
Readystate Asset Management
Illinois
$640K
PMAM
311
Picton Mahoney Asset Management
Ontario, Canada
$632K
WSC
312
Wellington Shields & Co
New York
$629K
Commonwealth Equity Services
313
Commonwealth Equity Services
Massachusetts
$621K
PA
314
Procyon Advisors
Connecticut
$609K
ECM
315
Evergreen Capital Management
Washington
$607K
GI
316
GAMMA Investing
California
$605K
Fayez Sarofim & Co
317
Fayez Sarofim & Co
Texas
$600K
JF
318
Jump Financial
Illinois
$598K
FRM
319
Fox Run Management
Connecticut
$597K
HTC
320
Haverford Trust Company
Pennsylvania
$594K
KBG
321
Kahn Brothers Group
New York
$593K
FFM
322
Fullerton Fund Management
Singapore
$576K
DekaBank Deutsche Girozentrale
323
DekaBank Deutsche Girozentrale
Germany
$573K
AO
324
Advisor OS
Illinois
$568K
LSA
325
Lansing Street Advisors
Pennsylvania
$568K