SEIC icon

SEI Investments

553 hedge funds and large institutions have $7.3B invested in SEI Investments in 2025 Q4 according to their latest regulatory filings, with 75 funds opening new positions, 200 increasing their positions, 192 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more ownership

Funds ownership:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

3% less capital invested

Capital invested by funds: $7.5B → $7.3B (-$202M)

65% less call options, than puts

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

Holders
553
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
Federated Hermes
301
Federated Hermes
Pennsylvania
$614K
AWM
302
Avior Wealth Management
Nebraska
$609K
GI
303
GAMMA Investing
California
$595K
NP
304
Nilsine Partners
Colorado
$595K
Commonwealth Equity Services
305
Commonwealth Equity Services
Massachusetts
$580K
GL
306
GHE LLC
Tennessee
$579K
AAS
307
Ameritas Advisory Services
Nebraska
$572K
SAM
308
Securian Asset Management
Minnesota
$556K
IA
309
Inspire Advisors
Idaho
$548K
SCA
310
Snowden Capital Advisors
New York
$548K
Fayez Sarofim & Co
311
Fayez Sarofim & Co
Texas
$547K
KBG
312
Kahn Brothers Group
New York
$541K
CA
313
Clearstead Advisors
Ohio
$538K
HTC
314
Haverford Trust Company
Pennsylvania
$537K
WSC
315
Wellington Shields & Co
New York
$533K
PWS
316
Precision Wealth Strategies
Missouri
$524K
LSA
317
Lansing Street Advisors
Pennsylvania
$521K
SDIC
318
South Dakota Investment Council
South Dakota
$519K
PA
319
Procyon Advisors
Connecticut
$518K
BFA
320
Beaumont Financial Advisors
Massachusetts
$516K
IPW
321
Impact Partnership Wealth
Georgia
$509K
PAM
322
Panagora Asset Management
Massachusetts
$507K
BTWM
323
Baker Tilly Wealth Management
Wisconsin
$496K
CJ
324
Caitlin John
Michigan
$487K
AI
325
AdvisorShares Investments
Maryland
$482K