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SEI Investments

538 hedge funds and large institutions have $7.19B invested in SEI Investments in 2025 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 188 increasing their positions, 183 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
538
Holders Change
+4
Holders Change %
+0.75%
% of All Funds
7.31%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.04%
New
68
Increased
188
Reduced
183
Closed
53
Calls
$4.19M
Puts
$427K
Net Calls
+$3.76M
Net Calls Change
-$1.3M
Name Holding Trade Value Shares
Change
Shares
Change %
AO
326
Advisor OS
Illinois
$476K +$79.8K +1,028 +20%
PP
327
Prudential plc
United Kingdom
$474K +$286K +3,680 +152%
PAM
328
Panagora Asset Management
Massachusetts
$473K
GI
329
GAMMA Investing
California
$471K +$92.5K +1,192 +24%
LA
330
Legacy Advisors
Pennsylvania
$464K +$92.1K +1,187 +25%
AI
331
AdvisorShares Investments
Maryland
$457K -$77.3K -1,000 -14%
USAA
332
United Services Automobile Association
Texas
$445K +$445K +5,770 New
ATS
333
Ashton Thomas Securities
New York
$440K -$23.5K -303 -5%
CIA
334
Concurrent Investment Advisors
Florida
$435K +$12.4K +160 +3%
AWM
335
Avior Wealth Management
Nebraska
$431K -$154K -1,983 -26%
Pacer Advisors
336
Pacer Advisors
Pennsylvania
$430K -$704K -9,074 -62%
SG Americas Securities
337
SG Americas Securities
New York
$426K -$1.5M -19,311 -78%
MA
338
MJP Associates
Connecticut
$410K +$70.7K +911 +21%
Mariner
339
Mariner
Kansas
$394K -$259K -3,334 -40%
CWM
340
CIBC World Markets
New York
$387K -$776 -10 -0.2%
CCA
341
Cadent Capital Advisors
Oklahoma
$377K +$54.2K +698 +17%
KIM
342
Kestra Investment Management
Texas
$376K +$37.3K +481 +11%
SCA
343
Snowden Capital Advisors
New York
$376K -$3.57K -46 -0.9%
TRCT
344
Tower Research Capital (TRC)
New York
$371K -$131K -1,686 -26%
MSRPS
345
Maryland State Retirement & Pension System
Maryland
$363K -$85.6K -1,103 -19%
LFA
346
Legacy Financial Advisors
Kentucky
$361K -$233 -3 -0.1%
CI Investments Inc
347
CI Investments Inc
Ontario, Canada
$360K +$35.3K +455 +11%
FTWA
348
Fifth Third Wealth Advisors
Ohio
$353K +$68.8K +886 +24%
SBFM
349
S-Bank Fund Management
Finland
$349K +$349K +4,491 New
EI
350
Ethic Inc
New York
$338K -$7.88K -102 -2%