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SEI Investments

548 hedge funds and large institutions have $7.51B 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

504% more call options, than puts

Call options by funds: $8.6M | Put options by funds: $1.43M

23% more repeat investments, than reductions

Existing positions increased: 209 | Existing positions reduced: 170

0.72% less ownership

Funds ownership: 72.35%71.63% (-0.72%)

3% less funds holding

Funds holding: 563548 (-15)

7% less capital invested

Capital invested by funds: $8.09B → $7.51B (-$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
548
Holders Change
-15
Holders Change %
-2.66%
% of All Funds
7.19%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.05%
New
60
Increased
209
Reduced
170
Closed
68
Calls
$8.6M
Puts
$1.43M
Net Calls
+$7.18M
Net Calls Change
+$2.07M
Name Holding Trade Value Shares
Change
Change in
Stake
ATS
326
Ashton Thomas Securities
New York
$482K -$2.75K -31 -0.5%
AI
327
AdvisorShares Investments
Maryland
$465K -$6.13K -69 -1%
SFI
328
Susquehanna Fundamental Investments
Pennsylvania
$460K -$2.56M -28,820 -84%
C
329
Certuity
Florida
$459K +$105K +1,183 +28%
AIM
330
Advyzon Investment Management
Illinois
$458K +$90.8K +1,022 +23%
AO
331
Advisor OS
Illinois
$454K -$85.8K -966 -15%
MA
332
MJP Associates
Connecticut
$444K -$40.2K -452 -8%
OF
333
Optimize Financial
California
$439K +$460K +5,173 New
MSRPS
334
Maryland State Retirement & Pension System
Maryland
$435K +$41K +461 +10%
CFM
335
Catalyst Funds Management
Australia
$434K -$69.2K -779 -13%
IPW
336
Impact Partnership Wealth
Georgia
$430K +$69.7K +785 +18%
DS
337
DRW Securities
Illinois
$423K +$189K +2,122 +74%
Mariner
338
Mariner
Kansas
$419K -$310K -3,493 -41%
BC
339
Bayforest Capital
United Kingdom
$416K -$118K -1,325 -21%
IWA
340
Icon Wealth Advisors
Texas
$405K +$176K +1,976 +71%
SLAM
341
Swiss Life Asset Management
$402K -$2.8M -31,568 -87%
OAC
342
OMERS Administration Corp
Ontario, Canada
$396K
IA
343
IFP Advisors
Florida
$390K +$257K +2,888 +169%
Bessemer Group
344
Bessemer Group
New Jersey
$389K +$53.5K +602 +15%
LFA
345
Legacy Financial Advisors
Kentucky
$386K -$5.15K -58 -1%
GSC
346
Ground Swell Capital
South Carolina
$361K +$378K +4,250 New
EI
347
Ethic Inc
New York
$360K -$22.7K -256 -6%
FTWA
348
Fifth Third Wealth Advisors
Ohio
$353K +$6.93K +78 +2%
CIBC Asset Management
349
CIBC Asset Management
Ontario, Canada
$352K
AWM
350
AE Wealth Management
Kansas
$351K +$40.8K +459 +12%

SEIC Hedge Fund Activity: Q3 2025 in Review

548 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in SEI Investments (SEIC) for Q3 2025, worth a combined $7.51B — down 7.2% from $8.09B a quarter earlier.

Sellers outnumbered buyers: 68 funds closed out of SEIC and 60 opened new positions — a net loss of 8 holders — while 170 trimmed existing stakes and 209 added.

The largest buyer was Fidelity Investments, adding an estimated $45.5M. The largest seller was Azora Capital LP, exiting entirely with an estimated $69.9M sold.

  • 548 institutional investors held SEI Investments (SEIC) as of Q3 2025, down from 563 in Q2 2025.
  • Funds reported $7.51B of SEI Investments stock for Q3 2025, down 7.2% quarter-over-quarter.
  • 60 funds opened new SEI Investments positions in Q3 2025 and 68 closed out, a net change of -8 holders.
  • The largest SEI Investments buyer in Q3 2025 was Fidelity Investments, an estimated $45.5M added.
  • The largest SEI Investments seller in Q3 2025 was Azora Capital LP, an estimated $69.9M sold.

Based on aggregated 13F filings for Q3 2025.