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SEI Investments

565 hedge funds and large institutions have $7.06B invested in SEI Investments in 2026 Q1 according to their latest regulatory filings, with 74 funds opening new positions, 216 increasing their positions, 179 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 74 | Existing positions closed: 59

21% more repeat investments, than reductions

Existing positions increased: 216 | Existing positions reduced: 179

1% more funds holding

Funds holding: 559565 (+6)

0.88% more ownership

Funds ownership: 72.75%73.63% (+0.88%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

3% less capital invested

Capital invested by funds: $7.31B → $7.06B (-$246M)

51% less call options, than puts

Call options by funds: $3.65M | Put options by funds: $7.42M

Holders
565
Holders Change
+6
Holders Change %
+1.07%
% of All Funds
6.96%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
74
Increased
216
Reduced
179
Closed
59
Calls
$3.65M
Puts
$7.42M
Net Calls
-$3.77M
Net Calls Change
-$2.83M
Name Holding Trade Value Shares
Change
Change in
Stake
AI
326
AdvisorShares Investments
Maryland
$461K
CIA
327
Concurrent Investment Advisors
Florida
$453K -$200K -2,426 -30%
Aviva
328
Aviva
United Kingdom
$442K -$640K -7,769 -58%
CI Investments Inc
329
CI Investments Inc
Ontario, Canada
$440K -$988 -12 -0.2%
ATS
330
Ashton Thomas Securities
New York
$437K +$1.65K +20 +0.4%
URS
331
Utah Retirement Systems
Utah
$431K -$961K -11,667 -68%
CCIA
332
Campbell & Co Investment Adviser
Maryland
$428K -$2.21M -26,895 -83%
JRPIM
333
Journey Retirement Planning & Investment Management
Idaho
$420K -$1.3M -15,762 -75%
AWM
334
AE Wealth Management
Kansas
$410K +$80.5K +977 +23%
MSRPS
335
Maryland State Retirement & Pension System
Maryland
$403K
PCM
336
Polymer Capital Management
New York
$396K +$416K +5,049 New
CFB
337
Cullen/Frost Bankers
Texas
$395K +$75.6K +918 +22%
HFS
338
Hantz Financial Services
Michigan
$393K +$352K +4,279 +586%
DnB Asset Management
339
DnB Asset Management
Norway
$391K +$411K +4,988 New
M&T Bank
340
M&T Bank
New York
$389K +$44.1K +535 +12%
AC
341
AXQ Capital
New Jersey
$386K -$428K -5,200 -51%
NA
342
NewEdge Advisors
Louisiana
$384K +$28.5K +346 +8%
FMI
343
Frec Markets Inc
California
$372K +$391K +4,747 New
CFP
344
Catalyst Financial Partners
Massachusetts
$369K +$387K +4,702 New
OAC
345
OMERS Administration Corp
Ontario, Canada
$366K
EC
346
EntryPoint Capital
New York
$366K -$235K -2,853 -38%
SWM
347
SHP Wealth Management
Massachusetts
$358K +$1.89K +23 +0.5%
LFA
348
Legacy Financial Advisors
Kentucky
$354K +$6.42K +78 +2%
FDP
349
Financiere des Professionnels
Quebec, Canada
$351K +$83.3K +1,012 +29%
PAG
350
Private Advisor Group
New Jersey
$334K +$1.07K +13 +0.3%