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SEI Investments

561 hedge funds and large institutions have $8.09B invested in SEI Investments in 2025 Q2 according to their latest regulatory filings, with 107 funds opening new positions, 181 increasing their positions, 197 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

8% less repeat investments, than reductions

Existing positions increased: 181 | Existing positions reduced: 197

1.03% less ownership

Funds ownership: 73.35%72.33% (-1%)

Holders
561
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$5.11M
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DekaBank Deutsche Girozentrale
326
DekaBank Deutsche Girozentrale
Germany
$573K
AO
327
Advisor OS
Illinois
$568K
LSA
328
Lansing Street Advisors
Pennsylvania
$568K
BFA
329
Beaumont Financial Advisors
Massachusetts
$565K
CA
330
Clearstead Advisors
Ohio
$565K
BC
331
Bayforest Capital
United Kingdom
$560K
DAS
332
Diversify Advisory Services
Utah
$559K
SCA
333
Snowden Capital Advisors
New York
$559K
PAM
334
Panagora Asset Management
Massachusetts
$548K
BTWM
335
Baker Tilly Wealth Management
Wisconsin
$545K
CFM
336
Catalyst Funds Management
Australia
$529K
EWM
337
Empirical Wealth Management
Washington
$524K
MML Investors Services
338
MML Investors Services
Massachusetts
$520K
CIA
339
Concurrent Investment Advisors
Florida
$519K
ATS
340
Ashton Thomas Securities
New York
$514K
MA
341
MJP Associates
Connecticut
$510K
STA
342
Summit Trail Advisors
New York
$508K
TSS
343
Two Sigma Securities
New York
$500K
AI
344
AdvisorShares Investments
Maryland
$498K
Aberdeen Group
345
Aberdeen Group
United Kingdom
$455K
HIS
346
Harvest Investment Services
Illinois
$451K
CCA
347
Cadent Capital Advisors
Oklahoma
$436K
IIM
348
INTECH Investment Management
Florida
$434K
AWAU
349
Alliance Wealth Advisors (Utah)
Utah
$429K
MSRPS
350
Maryland State Retirement & Pension System
Maryland
$420K