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SEI Investments

548 hedge funds and large institutions have $7.51B 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

504% more call options, than puts

Call options by funds: $8.6M | Put options by funds: $1.43M

23% more repeat investments, than reductions

Existing positions increased: 209 | Existing positions reduced: 170

0.72% less ownership

Funds ownership: 72.35%71.63% (-0.72%)

3% less funds holding

Funds holding: 563548 (-15)

7% less capital invested

Capital invested by funds: $8.09B → $7.51B (-$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
548
Holders Change
-15
Holders Change %
-2.66%
% of All Funds
7.19%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.05%
New
60
Increased
209
Reduced
170
Closed
68
Calls
$8.6M
Puts
$1.43M
Net Calls
+$7.18M
Net Calls Change
+$2.07M
Name Holding Trade Value Shares
Change
Change in
Stake
SAM
301
Securian Asset Management
Minnesota
$597K -$15K -169 -2%
EC
302
EntryPoint Capital
New York
$597K +$305K +3,432 +95%
WSC
303
Wellington Shields & Co
New York
$594K
CSS
304
Cubist Systematic Strategies
Connecticut
$574K -$9.71M -109,326 -94%
IWC
305
Integrated Wealth Concepts
Massachusetts
$572K +$599K +6,742 New
IC
306
Inscription Capital
Texas
$569K +$596K +6,704 New
Fayez Sarofim & Co
307
Fayez Sarofim & Co
Texas
$566K
ACM
308
Aster Capital Management
United Arab Emirates
$566K +$405K +4,559 +216%
Commonwealth Equity Services
309
Commonwealth Equity Services
Massachusetts
$565K -$22.6K -254 -4%
CA
310
CoreCap Advisors
Michigan
$565K -$117K -1,320 -17%
Two Sigma Advisers
311
Two Sigma Advisers
New York
$560K -$7.27M -81,800 -93%
KBG
312
Kahn Brothers Group
New York
$560K
HTC
313
Haverford Trust Company
Pennsylvania
$556K -$5.6K -63 -1%
DekaBank Deutsche Girozentrale
314
DekaBank Deutsche Girozentrale
Germany
$547K
SCA
315
Snowden Capital Advisors
New York
$545K +$17.9K +202 +3%
LSA
316
Lansing Street Advisors
Pennsylvania
$536K
BFA
317
Beaumont Financial Advisors
Massachusetts
$534K
PA
318
Procyon Advisors
Connecticut
$533K -$44.2K -497 -7%
CA
319
Clearstead Advisors
Ohio
$533K -$711 -8 -0.1%
Marshall Wace
320
Marshall Wace
United Kingdom
$522K -$2.81M -31,611 -84%
PAM
321
Panagora Asset Management
Massachusetts
$517K
BTWM
322
Baker Tilly Wealth Management
Wisconsin
$513K -$1.78K -20 -0.3%
AWAU
323
Alliance Wealth Advisors (Utah)
Utah
$510K +$110K +1,233 +26%
CIA
324
Concurrent Investment Advisors
Florida
$499K +$9.06K +102 +2%
PWS
325
Precision Wealth Strategies
Missouri
$491K +$515K +5,792 New

SEIC Hedge Fund Activity: Q3 2025 in Review

548 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in SEI Investments (SEIC) for Q3 2025, worth a combined $7.51B — down 7.2% from $8.09B a quarter earlier.

Sellers outnumbered buyers: 68 funds closed out of SEIC and 60 opened new positions — a net loss of 8 holders — while 170 trimmed existing stakes and 209 added.

The largest buyer was Fidelity Investments, adding an estimated $45.5M. The largest seller was Azora Capital LP, exiting entirely with an estimated $69.9M sold.

  • 548 institutional investors held SEI Investments (SEIC) as of Q3 2025, down from 563 in Q2 2025.
  • Funds reported $7.51B of SEI Investments stock for Q3 2025, down 7.2% quarter-over-quarter.
  • 60 funds opened new SEI Investments positions in Q3 2025 and 68 closed out, a net change of -8 holders.
  • The largest SEI Investments buyer in Q3 2025 was Fidelity Investments, an estimated $45.5M added.
  • The largest SEI Investments seller in Q3 2025 was Azora Capital LP, an estimated $69.9M sold.

Based on aggregated 13F filings for Q3 2025.