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SEI Investments

558 hedge funds and large institutions have $8.07B invested in SEI Investments in 2025 Q2 according to their latest regulatory filings, with 107 funds opening new positions, 180 increasing their positions, 195 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:

0.82% less ownership

Funds ownership: 73.01%72.2% (-0.82%)

8% less repeat investments, than reductions

Existing positions increased: 180 | Existing positions reduced: 195

Holders
558
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
BFA
326
Beaumont Financial Advisors
Massachusetts
$565K
CA
327
Clearstead Advisors
Ohio
$565K
BC
328
Bayforest Capital
United Kingdom
$560K
DAS
329
Diversify Advisory Services
Utah
$559K
SCA
330
Snowden Capital Advisors
New York
$559K
PAM
331
Panagora Asset Management
Massachusetts
$548K
BTWM
332
Baker Tilly Wealth Management
Wisconsin
$545K
CFM
333
Catalyst Funds Management
Australia
$529K
EWM
334
Empirical Wealth Management
Washington
$524K
MML Investors Services
335
MML Investors Services
Massachusetts
$520K
CIA
336
Concurrent Investment Advisors
Florida
$519K
ATS
337
Ashton Thomas Securities
New York
$514K
MA
338
MJP Associates
Connecticut
$510K
STA
339
Summit Trail Advisors
New York
$508K
TSS
340
Two Sigma Securities
New York
$500K
AI
341
AdvisorShares Investments
Maryland
$498K
Aberdeen Group
342
Aberdeen Group
United Kingdom
$455K
HIS
343
Harvest Investment Services
Illinois
$451K
CCA
344
Cadent Capital Advisors
Oklahoma
$436K
IIM
345
INTECH Investment Management
Florida
$434K
AWAU
346
Alliance Wealth Advisors (Utah)
Utah
$429K
MSRPS
347
Maryland State Retirement & Pension System
Maryland
$420K
OAC
348
OMERS Administration Corp
Ontario, Canada
$419K
LFA
349
Legacy Financial Advisors
Kentucky
$414K
FAIM
350
Financial Advocates Investment Management
Washington
$411K