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SEI Investments

546 hedge funds and large institutions have $7.5B invested in SEI Investments in 2025 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 209 increasing their positions, 170 reducing their positions, and 68 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: $8.09B → $7.5B (-$584M)

12% less first-time investments, than exits

New positions opened: 60 | Existing positions closed: 68

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
546
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 -$51.3M
3 -$28.7M
4
Jane Street
Jane Street
New York
-$23.8M
5
BTW
Boston Trust Walden
Massachusetts
-$23.5M
Name Holding Trade Value Shares
Change
Change in
Stake
AI
326
AdvisorShares Investments
Maryland
$465K
SFI
327
Susquehanna Fundamental Investments
Pennsylvania
$460K
C
328
Certuity
Florida
$459K
AIM
329
Advyzon Investment Management
Illinois
$458K
AO
330
Advisor OS
Illinois
$454K
MA
331
MJP Associates
Connecticut
$444K
OF
332
Optimize Financial
California
$439K
MSRPS
333
Maryland State Retirement & Pension System
Maryland
$435K
CFM
334
Catalyst Funds Management
Australia
$434K
IPW
335
Impact Partnership Wealth
Georgia
$430K
DS
336
DRW Securities
Illinois
$423K
Mariner
337
Mariner
Kansas
$419K
BC
338
Bayforest Capital
United Kingdom
$416K
IWA
339
Icon Wealth Advisors
Texas
$405K
SLAM
340
Swiss Life Asset Management
$402K
OAC
341
OMERS Administration Corp
Ontario, Canada
$396K
IA
342
IFP Advisors
Florida
$390K
Bessemer Group
343
Bessemer Group
New Jersey
$389K
LFA
344
Legacy Financial Advisors
Kentucky
$386K
GSC
345
Ground Swell Capital
South Carolina
$361K
EI
346
Ethic Inc
New York
$360K
FTWA
347
Fifth Third Wealth Advisors
Ohio
$353K
CIBC Asset Management
348
CIBC Asset Management
Ontario, Canada
$352K
AWM
349
AE Wealth Management
Kansas
$351K
KAS
350
Kestra Advisory Services
Texas
$351K