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SEI Investments

558 hedge funds and large institutions have $7.31B invested in SEI Investments in 2025 Q4 according to their latest regulatory filings, with 78 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: $7.51B → $7.31B (-$199M)

65% less call options, than puts

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

Holders
558
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
Prudential Financial
301
Prudential Financial
New Jersey
$623K
EC
302
EntryPoint Capital
New York
$616K
SOW
303
State of Wyoming
Wyoming
$615K
Federated Hermes
304
Federated Hermes
Pennsylvania
$614K
AWM
305
Avior Wealth Management
Nebraska
$609K
GI
306
GAMMA Investing
California
$595K
NP
307
Nilsine Partners
Colorado
$595K
Commonwealth Equity Services
308
Commonwealth Equity Services
Massachusetts
$580K
GL
309
GHE LLC
Tennessee
$579K
AAS
310
Ameritas Advisory Services
Nebraska
$572K
SAM
311
Securian Asset Management
Minnesota
$556K
IA
312
Inspire Advisors
Idaho
$548K
SCA
313
Snowden Capital Advisors
New York
$548K
Fayez Sarofim & Co
314
Fayez Sarofim & Co
Texas
$547K
KBG
315
Kahn Brothers Group
New York
$541K
CA
316
Clearstead Advisors
Ohio
$538K
HTC
317
Haverford Trust Company
Pennsylvania
$537K
WSC
318
Wellington Shields & Co
New York
$533K
PWS
319
Precision Wealth Strategies
Missouri
$524K
LSA
320
Lansing Street Advisors
Pennsylvania
$521K
SDIC
321
South Dakota Investment Council
South Dakota
$519K
PA
322
Procyon Advisors
Connecticut
$518K
BFA
323
Beaumont Financial Advisors
Massachusetts
$516K
IPW
324
Impact Partnership Wealth
Georgia
$509K
PAM
325
Panagora Asset Management
Massachusetts
$507K