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SEI Investments

559 hedge funds and large institutions have $7.31B invested in SEI Investments in 2025 Q4 according to their latest regulatory filings, with 79 funds opening new positions, 200 increasing their positions, 192 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 57

2% more funds holding

Funds holding: 548559 (+11)

1.13% more ownership

Funds ownership: 71.63%72.75% (+1.1%)

4% more repeat investments, than reductions

Existing positions increased: 200 | Existing positions reduced: 192

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

3% less capital invested

Capital invested by funds: $7.51B → $7.31B (-$199M)

65% less call options, than puts

Call options by funds: $509K | Put options by funds: $1.45M

Holders
559
Holders Change
+11
Holders Change %
+2.01%
% of All Funds
6.8%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
79
Increased
200
Reduced
192
Closed
57
Calls
$509K
Puts
$1.45M
Net Calls
-$943K
Net Calls Change
-$8.12M
Name Holding Trade Value Shares
Change
Change in
Stake
BTWM
326
Baker Tilly Wealth Management
Wisconsin
$496K -$82 -1 -0%
CJ
327
Caitlin John
Michigan
$487K +$479K +5,832 +5,302%
AI
328
AdvisorShares Investments
Maryland
$482K +$32.3K +393 +7%
ACM
329
Aster Capital Management
United Arab Emirates
$478K -$69.3K -843 -13%
DekaBank Deutsche Girozentrale
330
DekaBank Deutsche Girozentrale
Germany
$473K
CI Investments Inc
331
CI Investments Inc
Ontario, Canada
$461K +$137K +1,664 +42%
ATS
332
Ashton Thomas Securities
New York
$456K -$11.3K -137 -2%
OF
333
Optimize Financial
California
$430K +$5.92K +72 +1%
IWA
334
Icon Wealth Advisors
Texas
$421K +$29.4K +358 +7%
MSRPS
335
Maryland State Retirement & Pension System
Maryland
$421K
FC
336
Farringdon Capital
United Kingdom
$416K -$473K -5,760 -53%
AO
337
Advisor OS
Illinois
$404K -$35.6K -433 -8%
TRCT
338
Tower Research Capital (TRC)
New York
$396K +$151K +1,838 +61%
VAS
339
Vestmark Advisory Solutions
Massachusetts
$394K +$395K +4,804 New
MA
340
MJP Associates
Connecticut
$392K -$37.2K -453 -9%
AWAU
341
Alliance Wealth Advisors (Utah)
Utah
$386K -$107K -1,300 -22%
OAC
342
OMERS Administration Corp
Ontario, Canada
$383K
IA
343
IFP Advisors
Florida
$383K +$6K +73 +2%
NA
344
NewEdge Advisors
Louisiana
$373K +$363K +4,419 +3,426%
SWM
345
SHP Wealth Management
Massachusetts
$372K +$373K +4,537 New
LFA
346
Legacy Financial Advisors
Kentucky
$364K -$9.21K -112 -2%
M&T Bank
347
M&T Bank
New York
$363K +$364K +4,423 New
KAS
348
Kestra Advisory Services
Texas
$359K +$19.8K +241 +6%
AWM
349
AE Wealth Management
Kansas
$349K +$9.37K +114 +3%
PAG
350
Private Advisor Group
New Jersey
$348K +$29.5K +359 +9%