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SEI Investments
SEIC

Overview Fund Activity

557 hedge funds and large institutions have $8.07B invested in SEI Investments in 2025 Q2 according to their latest regulatory filings, with 108 funds opening new positions, 180 increasing their positions, 194 reducing their positions, and 77 closing their positions.

Holders
557
Holders Change
+19
Holders Change %
+3.53%
% of All Funds
7.48%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.07%
New
108
Increased
180
Reduced
194
Closed
77
Calls
$5.11M
Puts
–
Net Calls
+$5.11M
Net Calls Change
+$1.35M

Top Buyers

1
Lord, Abbett & Co
1
Lord, Abbett & Co
New Jersey
$133M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$101M
3
JAM
3
Jupiter Asset Management
United Kingdom
$37.5M
4
ACL
4
Azora Capital LP
Florida
$69.9M
5
Caisse de Depot et Placement du Quebec (CDPQ)
5
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$92.2M

Top Sellers

1
BlackRock
1
BlackRock
New York
$827M
2
State Street
2
State Street
Massachusetts
$426M
3
Amundi
3
Amundi
France
$14.5M
4
BNP Paribas Asset Management
4
BNP Paribas Asset Management
France
$74K
5
AS
5
Aware Super
Australia
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
326
Clearstead Advisors
Ohio
$565K +$12.5K +139 +2%
BC
327
Bayforest Capital
United Kingdom
$560K -$341K -3,794 -38%
DAS
328
Diversify Advisory Services
Utah
$559K +$559K +6,351 New
SCA
329
Snowden Capital Advisors
New York
$559K +$124K +1,381 +29%
PAM
330
Panagora Asset Management
Massachusetts
$548K – – –
BTWM
331
Baker Tilly Wealth Management
Wisconsin
$545K -$29.2K -325 -5%
CFM
332
Catalyst Funds Management
Australia
$529K +$529K +5,889 New
EWM
333
Empirical Wealth Management
Washington
$524K +$148K +1,645 +39%
MML Investors Services
334
MML Investors Services
Massachusetts
$520K -$73.9K -823 -12%
CIA
335
Concurrent Investment Advisors
Florida
$519K +$16.1K +179 +3%
ATS
336
Ashton Thomas Securities
New York
$514K +$4.49K +50 +0.9%
MA
337
MJP Associates
Connecticut
$510K +$36.1K +402 +8%
STA
338
Summit Trail Advisors
New York
$508K +$508K +5,657 New
TSS
339
Two Sigma Securities
New York
$500K +$500K +5,559 New
AI
340
AdvisorShares Investments
Maryland
$498K -$33.5K -373 -6%
Aberdeen Group
341
Aberdeen Group
United Kingdom
$455K +$151K +1,682 +50%
HIS
342
Harvest Investment Services
Illinois
$451K +$451K +5,021 New
CCA
343
Cadent Capital Advisors
Oklahoma
$436K – – –
IIM
344
INTECH Investment Management
Florida
$434K -$904K -10,058 -68%
AWAU
345
Alliance Wealth Advisors (Utah)
Utah
$429K +$101K +1,128 +31%
MSRPS
346
Maryland State Retirement & Pension System
Maryland
$420K – – –
OAC
347
OMERS Administration Corp
Ontario, Canada
$419K -$2M -22,224 -83%
LFA
348
Legacy Financial Advisors
Kentucky
$414K -$4.04K -45 -1%
FAIM
349
Financial Advocates Investment Management
Washington
$411K +$411K +4,569 New
SIG
350
Stonegate Investment Group
Alabama
$408K +$104K +1,157 +34%
12 13
14
15 16