SEIC icon

SEI Investments

550 hedge funds and large institutions have $7.29B invested in SEI Investments in 2025 Q4 according to their latest regulatory filings, with 73 funds opening new positions, 198 increasing their positions, 193 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more ownership

Funds ownership:

more funds holding

Funds holding:

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

3% less capital invested

Capital invested by funds: $7.5B → $7.29B (-$218M)

65% less call options, than puts

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

Holders
550
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
$509K
Puts
$1.45M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DekaBank Deutsche Girozentrale
326
DekaBank Deutsche Girozentrale
Germany
$473K
CI Investments Inc
327
CI Investments Inc
Ontario, Canada
$461K
ATS
328
Ashton Thomas Securities
New York
$456K
OF
329
Optimize Financial
California
$430K
IWA
330
Icon Wealth Advisors
Texas
$421K
MSRPS
331
Maryland State Retirement & Pension System
Maryland
$421K
FC
332
Farringdon Capital
United Kingdom
$416K
AO
333
Advisor OS
Illinois
$404K
TRCT
334
Tower Research Capital (TRC)
New York
$396K
VAS
335
Vestmark Advisory Solutions
Massachusetts
$394K
MA
336
MJP Associates
Connecticut
$392K
AWAU
337
Alliance Wealth Advisors (Utah)
Utah
$386K
OAC
338
OMERS Administration Corp
Ontario, Canada
$383K
IA
339
IFP Advisors
Florida
$383K
NA
340
NewEdge Advisors
Louisiana
$373K
LFA
341
Legacy Financial Advisors
Kentucky
$364K
M&T Bank
342
M&T Bank
New York
$363K
KAS
343
Kestra Advisory Services
Texas
$359K
AWM
344
AE Wealth Management
Kansas
$349K
PAG
345
Private Advisor Group
New Jersey
$348K
C
346
Certuity
Florida
$348K
FTWA
347
Fifth Third Wealth Advisors
Ohio
$342K
HAG
348
HighPoint Advisor Group
Illinois
$338K
CFB
349
Cullen/Frost Bankers
Texas
$338K
WA
350
WBH Advisory
Maryland
$328K