We are live on ! Find out more
SEIC icon

SEI Investments

563 hedge funds and large institutions have $8.09B invested in SEI Investments in 2025 Q2 according to their latest regulatory filings, with 105 funds opening new positions, 184 increasing their positions, 197 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

31% more first-time investments, than exits

New positions opened: 105 | Existing positions closed: 80

11% more capital invested

Capital invested by funds: $7.27B → $8.09B (+$824M)

3% more funds holding

Funds holding: 546563 (+17)

7% less repeat investments, than reductions

Existing positions increased: 184 | Existing positions reduced: 197

1.46% less ownership

Funds ownership: 73.8%72.35% (-1.5%)

Holders
563
Holders Change
+17
Holders Change %
+3.11%
% of All Funds
7.41%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.07%
New
105
Increased
184
Reduced
197
Closed
80
Calls
$5.11M
Puts
Net Calls
+$5.11M
Net Calls Change
+$1.34M
Name Holding Trade Value Shares
Change
Change in
Stake
KBG
326
Kahn Brothers Group
New York
$593K
FFM
327
Fullerton Fund Management
Singapore
$576K
DekaBank Deutsche Girozentrale
328
DekaBank Deutsche Girozentrale
Germany
$573K +$3.87K +48 +0.8%
AO
329
Advisor OS
Illinois
$568K +$15.4K +191 +3%
LSA
330
Lansing Street Advisors
Pennsylvania
$568K
BFA
331
Beaumont Financial Advisors
Massachusetts
$565K
CA
332
Clearstead Advisors
Ohio
$565K +$11.2K +139 +2%
BC
333
Bayforest Capital
United Kingdom
$560K -$306K -3,794 -38%
DAS
334
Diversify Advisory Services
Utah
$559K +$512K +6,351 New
SCA
335
Snowden Capital Advisors
New York
$559K +$111K +1,381 +29%
PAM
336
Panagora Asset Management
Massachusetts
$548K
BTWM
337
Baker Tilly Wealth Management
Wisconsin
$545K -$26.2K -325 -5%
CFM
338
Catalyst Funds Management
Australia
$529K +$475K +5,889 New
EWM
339
Empirical Wealth Management
Washington
$524K +$133K +1,645 +39%
MML Investors Services
340
MML Investors Services
Massachusetts
$520K -$66.3K -823 -12%
CIA
341
Concurrent Investment Advisors
Florida
$519K +$14.4K +179 +3%
ATS
342
Ashton Thomas Securities
New York
$514K +$4.03K +50 +0.9%
MA
343
MJP Associates
Connecticut
$510K +$32.4K +402 +8%
STA
344
Summit Trail Advisors
New York
$508K +$456K +5,657 New
TSS
345
Two Sigma Securities
New York
$500K +$448K +5,559 New
AI
346
AdvisorShares Investments
Maryland
$498K -$30.1K -373 -6%
Aberdeen Group
347
Aberdeen Group
United Kingdom
$455K +$136K +1,682 +50%
HIS
348
Harvest Investment Services
Illinois
$451K +$405K +5,021 New
CCA
349
Cadent Capital Advisors
Oklahoma
$436K
IIM
350
INTECH Investment Management
Florida
$434K -$811K -10,058 -68%

SEIC Hedge Fund Activity: Q2 2025 in Review

563 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in SEI Investments (SEIC) for Q2 2025, worth a combined $8.09B — up 11% from $7.27B a quarter earlier.

Buyers outnumbered sellers: 105 funds opened new SEIC positions and 80 closed out — a net gain of 25 holders — while 184 added to existing stakes and 197 trimmed.

The largest buyer was Lord, Abbett & Co, adding an estimated $65.8M. The largest seller was BlackRock, cutting an estimated $175M.

  • 563 institutional investors held SEI Investments (SEIC) as of Q2 2025, up from 546 in Q1 2025.
  • Funds reported $8.09B of SEI Investments stock for Q2 2025, up 11% quarter-over-quarter.
  • 105 funds opened new SEI Investments positions in Q2 2025 and 80 closed out, a net change of +25 holders.
  • The largest SEI Investments buyer in Q2 2025 was Lord, Abbett & Co, an estimated $65.8M added.
  • The largest SEI Investments seller in Q2 2025 was BlackRock, an estimated $175M sold.

Based on aggregated 13F filings for Q2 2025.