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SEI Investments

558 hedge funds and large institutions have $7.31B invested in SEI Investments in 2025 Q4 according to their latest regulatory filings, with 78 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: $7.51B → $7.31B (-$199M)

65% less call options, than puts

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

Holders
558
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
BTWM
326
Baker Tilly Wealth Management
Wisconsin
$496K
CJ
327
Caitlin John
Michigan
$487K
AI
328
AdvisorShares Investments
Maryland
$482K
ACM
329
Aster Capital Management
United Arab Emirates
$478K
DekaBank Deutsche Girozentrale
330
DekaBank Deutsche Girozentrale
Germany
$473K
CI Investments Inc
331
CI Investments Inc
Ontario, Canada
$461K
ATS
332
Ashton Thomas Securities
New York
$456K
OF
333
Optimize Financial
California
$430K
IWA
334
Icon Wealth Advisors
Texas
$421K
MSRPS
335
Maryland State Retirement & Pension System
Maryland
$421K
FC
336
Farringdon Capital
United Kingdom
$416K
AO
337
Advisor OS
Illinois
$404K
TRCT
338
Tower Research Capital (TRC)
New York
$396K
VAS
339
Vestmark Advisory Solutions
Massachusetts
$394K
MA
340
MJP Associates
Connecticut
$392K
AWAU
341
Alliance Wealth Advisors (Utah)
Utah
$386K
OAC
342
OMERS Administration Corp
Ontario, Canada
$383K
IA
343
IFP Advisors
Florida
$383K
NA
344
NewEdge Advisors
Louisiana
$373K
SWM
345
SHP Wealth Management
Massachusetts
$372K
LFA
346
Legacy Financial Advisors
Kentucky
$364K
M&T Bank
347
M&T Bank
New York
$363K
KAS
348
Kestra Advisory Services
Texas
$359K
AWM
349
AE Wealth Management
Kansas
$349K
PAG
350
Private Advisor Group
New Jersey
$348K