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SEI Investments

559 hedge funds and large institutions have $7.31B invested in SEI Investments in 2025 Q4 according to their latest regulatory filings, with 79 funds opening new positions, 200 increasing their positions, 192 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 57

2% more funds holding

Funds holding: 548559 (+11)

1.13% more ownership

Funds ownership: 71.63%72.75% (+1.1%)

4% more repeat investments, than reductions

Existing positions increased: 200 | Existing positions reduced: 192

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

3% less capital invested

Capital invested by funds: $7.51B → $7.31B (-$199M)

65% less call options, than puts

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

Holders
559
Holders Change
+11
Holders Change %
+2.01%
% of All Funds
6.8%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
79
Increased
200
Reduced
192
Closed
57
Calls
$509K
Puts
$1.45M
Net Calls
-$943K
Net Calls Change
-$8.12M
Name Holding Trade Value Shares
Change
Change in
Stake
Prudential Financial
301
Prudential Financial
New Jersey
$623K -$3.47M -42,243 -85%
EC
302
EntryPoint Capital
New York
$616K +$39.4K +479 +7%
SOW
303
State of Wyoming
Wyoming
$615K -$5.01K -61 -0.8%
Federated Hermes
304
Federated Hermes
Pennsylvania
$614K -$209K -2,548 -25%
AWM
305
Avior Wealth Management
Nebraska
$609K
GI
306
GAMMA Investing
California
$595K +$13.5K +164 +2%
NP
307
Nilsine Partners
Colorado
$595K -$411 -5 -0.1%
Commonwealth Equity Services
308
Commonwealth Equity Services
Massachusetts
$580K +$34.1K +415 +6%
GL
309
GHE LLC
Tennessee
$579K +$580K +7,054 New
AAS
310
Ameritas Advisory Services
Nebraska
$572K +$573K +6,970 New
SAM
311
Securian Asset Management
Minnesota
$556K -$21K -255 -4%
IA
312
Inspire Advisors
Idaho
$548K +$549K +6,681 New
SCA
313
Snowden Capital Advisors
New York
$548K +$17.7K +215 +3%
Fayez Sarofim & Co
314
Fayez Sarofim & Co
Texas
$547K
KBG
315
Kahn Brothers Group
New York
$541K
CA
316
Clearstead Advisors
Ohio
$538K +$23.3K +284 +5%
HTC
317
Haverford Trust Company
Pennsylvania
$537K
WSC
318
Wellington Shields & Co
New York
$533K -$41.1K -500 -7%
PWS
319
Precision Wealth Strategies
Missouri
$524K +$49.2K +598 +10%
LSA
320
Lansing Street Advisors
Pennsylvania
$521K
SDIC
321
South Dakota Investment Council
South Dakota
$519K -$74K -900 -12%
PA
322
Procyon Advisors
Connecticut
$518K +$2.38K +29 +0.5%
BFA
323
Beaumont Financial Advisors
Massachusetts
$516K
IPW
324
Impact Partnership Wealth
Georgia
$509K +$93.4K +1,136 +22%
PAM
325
Panagora Asset Management
Massachusetts
$507K +$6.99K +85 +1%