SEIC icon

SEI Investments

542 hedge funds and large institutions have $7.49B invested in SEI Investments in 2025 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 208 increasing their positions, 170 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less ownership

Funds ownership:

less funds holding

Funds holding:

7% less capital invested

Capital invested by funds: $8.09B → $7.49B (-$598M)

14% less first-time investments, than exits

New positions opened: 59 | Existing positions closed: 69

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
542
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
$8.6M
Puts
$1.43M
Net Calls
Net Calls Change

Top Sellers

1 -$69.9M
2 -$49M
3 -$27.4M
4
Jane Street
Jane Street
New York
-$22.7M
5
BTW
Boston Trust Walden
Massachusetts
-$22.4M
Name Holding Trade Value Shares
Change
Change in
Stake
AO
326
Advisor OS
Illinois
$454K
MA
327
MJP Associates
Connecticut
$444K
OF
328
Optimize Financial
California
$439K
MSRPS
329
Maryland State Retirement & Pension System
Maryland
$435K
CFM
330
Catalyst Funds Management
Australia
$434K
IPW
331
Impact Partnership Wealth
Georgia
$430K
DS
332
DRW Securities
Illinois
$423K
Mariner
333
Mariner
Kansas
$419K
BC
334
Bayforest Capital
United Kingdom
$416K
IWA
335
Icon Wealth Advisors
Texas
$405K
SLAM
336
Swiss Life Asset Management
$402K
OAC
337
OMERS Administration Corp
Ontario, Canada
$396K
IA
338
IFP Advisors
Florida
$395K
Bessemer Group
339
Bessemer Group
New Jersey
$389K
LFA
340
Legacy Financial Advisors
Kentucky
$386K
GSC
341
Ground Swell Capital
South Carolina
$361K
EI
342
Ethic Inc
New York
$360K
FTWA
343
Fifth Third Wealth Advisors
Ohio
$353K
CIBC Asset Management
344
CIBC Asset Management
Ontario, Canada
$352K
AWM
345
AE Wealth Management
Kansas
$351K
KAS
346
Kestra Advisory Services
Texas
$351K
CFB
347
Cullen/Frost Bankers
Texas
$340K
WA
348
WBH Advisory
Maryland
$339K
COFSG
349
Carbahal Olsen Financial Services Group
California
$339K
AWA
350
Aaron Wealth Advisors
Illinois
$339K