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SEI Investments

553 hedge funds and large institutions have $7.3B invested in SEI Investments in 2025 Q4 according to their latest regulatory filings, with 75 funds opening new positions, 200 increasing their positions, 192 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more ownership

Funds ownership:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

3% less capital invested

Capital invested by funds: $7.5B → $7.3B (-$202M)

65% less call options, than puts

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

Holders
553
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
ACM
326
Aster Capital Management
United Arab Emirates
$478K
DekaBank Deutsche Girozentrale
327
DekaBank Deutsche Girozentrale
Germany
$473K
CI Investments Inc
328
CI Investments Inc
Ontario, Canada
$461K
ATS
329
Ashton Thomas Securities
New York
$456K
OF
330
Optimize Financial
California
$430K
IWA
331
Icon Wealth Advisors
Texas
$421K
MSRPS
332
Maryland State Retirement & Pension System
Maryland
$421K
FC
333
Farringdon Capital
United Kingdom
$416K
AO
334
Advisor OS
Illinois
$404K
TRCT
335
Tower Research Capital (TRC)
New York
$396K
VAS
336
Vestmark Advisory Solutions
Massachusetts
$394K
MA
337
MJP Associates
Connecticut
$392K
AWAU
338
Alliance Wealth Advisors (Utah)
Utah
$386K
OAC
339
OMERS Administration Corp
Ontario, Canada
$383K
IA
340
IFP Advisors
Florida
$383K
NA
341
NewEdge Advisors
Louisiana
$373K
SWM
342
SHP Wealth Management
Massachusetts
$372K
LFA
343
Legacy Financial Advisors
Kentucky
$364K
M&T Bank
344
M&T Bank
New York
$363K
KAS
345
Kestra Advisory Services
Texas
$359K
AWM
346
AE Wealth Management
Kansas
$349K
PAG
347
Private Advisor Group
New Jersey
$348K
C
348
Certuity
Florida
$348K
FTWA
349
Fifth Third Wealth Advisors
Ohio
$342K
HAG
350
HighPoint Advisor Group
Illinois
$338K