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SEI Investments

550 hedge funds and large institutions have $7.29B invested in SEI Investments in 2025 Q4 according to their latest regulatory filings, with 73 funds opening new positions, 198 increasing their positions, 193 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more ownership

Funds ownership:

more funds holding

Funds holding:

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

3% less capital invested

Capital invested by funds: $7.5B → $7.29B (-$218M)

65% less call options, than puts

Call options by funds: $509K | Put options by funds: $1.45M

Holders
550
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
$509K
Puts
$1.45M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
301
Avior Wealth Management
Nebraska
$609K
GI
302
GAMMA Investing
California
$595K
NP
303
Nilsine Partners
Colorado
$595K
Commonwealth Equity Services
304
Commonwealth Equity Services
Massachusetts
$580K
GL
305
GHE LLC
Tennessee
$579K
AAS
306
Ameritas Advisory Services
Nebraska
$572K
SAM
307
Securian Asset Management
Minnesota
$556K
IA
308
Inspire Advisors
Idaho
$548K
SCA
309
Snowden Capital Advisors
New York
$548K
Fayez Sarofim & Co
310
Fayez Sarofim & Co
Texas
$547K
KBG
311
Kahn Brothers Group
New York
$541K
CA
312
Clearstead Advisors
Ohio
$538K
HTC
313
Haverford Trust Company
Pennsylvania
$537K
WSC
314
Wellington Shields & Co
New York
$533K
PWS
315
Precision Wealth Strategies
Missouri
$524K
LSA
316
Lansing Street Advisors
Pennsylvania
$521K
SDIC
317
South Dakota Investment Council
South Dakota
$519K
PA
318
Procyon Advisors
Connecticut
$518K
BFA
319
Beaumont Financial Advisors
Massachusetts
$516K
IPW
320
Impact Partnership Wealth
Georgia
$509K
PAM
321
Panagora Asset Management
Massachusetts
$507K
BTWM
322
Baker Tilly Wealth Management
Wisconsin
$496K
CJ
323
Caitlin John
Michigan
$487K
AI
324
AdvisorShares Investments
Maryland
$482K
ACM
325
Aster Capital Management
United Arab Emirates
$478K