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SEI Investments

546 hedge funds and large institutions have $7.5B invested in SEI Investments in 2025 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 209 increasing their positions, 170 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less ownership

Funds ownership:

less funds holding

Funds holding:

7% less capital invested

Capital invested by funds: $8.09B → $7.5B (-$584M)

12% less first-time investments, than exits

New positions opened: 60 | Existing positions closed: 68

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
546
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$8.6M
Puts
$1.43M
Net Calls
Net Calls Change

Top Sellers

1 -$69.9M
2 -$51.3M
3 -$28.7M
4
Jane Street
Jane Street
New York
-$23.8M
5
BTW
Boston Trust Walden
Massachusetts
-$23.5M
Name Holding Trade Value Shares
Change
Change in
Stake
EC
301
EntryPoint Capital
New York
$597K
WSC
302
Wellington Shields & Co
New York
$594K
CSS
303
Cubist Systematic Strategies
Connecticut
$574K
IWC
304
Integrated Wealth Concepts
Massachusetts
$572K
IC
305
Inscription Capital
Texas
$569K
Fayez Sarofim & Co
306
Fayez Sarofim & Co
Texas
$566K
ACM
307
Aster Capital Management
United Arab Emirates
$566K
Commonwealth Equity Services
308
Commonwealth Equity Services
Massachusetts
$565K
CA
309
CoreCap Advisors
Michigan
$565K
Two Sigma Advisers
310
Two Sigma Advisers
New York
$560K
KBG
311
Kahn Brothers Group
New York
$560K
HTC
312
Haverford Trust Company
Pennsylvania
$556K
DekaBank Deutsche Girozentrale
313
DekaBank Deutsche Girozentrale
Germany
$547K
SCA
314
Snowden Capital Advisors
New York
$545K
LSA
315
Lansing Street Advisors
Pennsylvania
$536K
BFA
316
Beaumont Financial Advisors
Massachusetts
$534K
PA
317
Procyon Advisors
Connecticut
$533K
CA
318
Clearstead Advisors
Ohio
$533K
Marshall Wace
319
Marshall Wace
United Kingdom
$522K
PAM
320
Panagora Asset Management
Massachusetts
$517K
BTWM
321
Baker Tilly Wealth Management
Wisconsin
$513K
AWAU
322
Alliance Wealth Advisors (Utah)
Utah
$510K
CIA
323
Concurrent Investment Advisors
Florida
$499K
PWS
324
Precision Wealth Strategies
Missouri
$491K
ATS
325
Ashton Thomas Securities
New York
$482K