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SEI Investments

538 hedge funds and large institutions have $7.49B invested in SEI Investments in 2025 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 206 increasing their positions, 169 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less ownership

Funds ownership:

less funds holding

Funds holding:

7% less capital invested

Capital invested by funds: $8.08B → $7.49B (-$594M)

13% less first-time investments, than exits

New positions opened: 60 | Existing positions closed: 69

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
538
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$8.6M
Puts
$1.43M
Net Calls
Net Calls Change

Top Sellers

1 -$69.9M
2 -$49M
3 -$27.4M
4
Jane Street
Jane Street
New York
-$22.7M
5
BTW
Boston Trust Walden
Massachusetts
-$22.4M
Name Holding Trade Value Shares
Change
Change in
Stake
OF
326
Optimize Financial
California
$439K
MSRPS
327
Maryland State Retirement & Pension System
Maryland
$435K
CFM
328
Catalyst Funds Management
Australia
$434K
IPW
329
Impact Partnership Wealth
Georgia
$430K
DS
330
DRW Securities
Illinois
$423K
Mariner
331
Mariner
Kansas
$419K
BC
332
Bayforest Capital
United Kingdom
$416K
IWA
333
Icon Wealth Advisors
Texas
$405K
SLAML
334
Swiss Life Asset Management Ltd
$402K
OAC
335
OMERS Administration Corp
Ontario, Canada
$396K
IA
336
IFP Advisors
Florida
$395K
Bessemer Group
337
Bessemer Group
New Jersey
$389K
LFA
338
Legacy Financial Advisors
Kentucky
$386K
GSC
339
Ground Swell Capital
South Carolina
$361K
EI
340
Ethic Inc
New York
$360K
FTWA
341
Fifth Third Wealth Advisors
Ohio
$353K
CIBC Asset Management
342
CIBC Asset Management
Ontario, Canada
$352K
AWM
343
AE Wealth Management
Kansas
$351K
KAS
344
Kestra Advisory Services
Texas
$351K
CFB
345
Cullen/Frost Bankers
Texas
$340K
WA
346
WBH Advisory
Maryland
$339K
COFSG
347
Carbahal Olsen Financial Services Group
California
$339K
AWA
348
Aaron Wealth Advisors
Illinois
$339K
CI Investments Inc
349
CI Investments Inc
Ontario, Canada
$335K
CIA
350
Citadel Investment Advisory
Ohio
$334K