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SEI Investments

562 hedge funds and large institutions have $7.06B invested in SEI Investments in 2026 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 215 increasing their positions, 177 reducing their positions, and 61 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: $7.31B → $7.06B (-$247M)

51% less call options, than puts

Call options by funds: $3.65M | Put options by funds: $7.42M

Holders
562
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
$3.65M
Puts
$7.42M
Net Calls
Net Calls Change

Top Buyers

1 +$146M
2 +$61.7M
3 +$45.6M
4
BlackRock
BlackRock
New York
+$38.9M
5
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
+$23.6M

Top Sellers

1 -$48.3M
2 -$36.1M
3 -$26.3M
4
Morgan Stanley
Morgan Stanley
New York
-$23.3M
5
Millennium Management
Millennium Management
New York
-$20.8M
Name Holding Trade Value Shares
Change
Change in
Stake
CIA
326
Concurrent Investment Advisors
Florida
$453K
Aviva
327
Aviva
United Kingdom
$442K
CI Investments Inc
328
CI Investments Inc
Ontario, Canada
$440K
ATS
329
Ashton Thomas Securities
New York
$437K
URS
330
Utah Retirement Systems
Utah
$431K
CCIA
331
Campbell & Co Investment Adviser
Maryland
$428K
JRPIM
332
Journey Retirement Planning & Investment Management
Idaho
$420K
AWM
333
AE Wealth Management
Kansas
$410K
MSRPS
334
Maryland State Retirement & Pension System
Maryland
$403K
PCM
335
Polymer Capital Management
New York
$396K
CFB
336
Cullen/Frost Bankers
Texas
$395K
HFS
337
Hantz Financial Services
Michigan
$393K
DnB Asset Management
338
DnB Asset Management
Norway
$391K
M&T Bank
339
M&T Bank
New York
$389K
AC
340
AXQ Capital
New Jersey
$386K
FMI
341
Frec Markets Inc
California
$372K
CFP
342
Catalyst Financial Partners
Massachusetts
$369K
OAC
343
OMERS Administration Corp
Ontario, Canada
$366K
EC
344
EntryPoint Capital
New York
$366K
SWM
345
SHP Wealth Management
Massachusetts
$358K
LFA
346
Legacy Financial Advisors
Kentucky
$354K
FDP
347
Financiere des Professionnels
Quebec, Canada
$351K
PAG
348
Private Advisor Group
New Jersey
$334K
FTWA
349
Fifth Third Wealth Advisors
Ohio
$323K
SPIA
350
Steward Partners Investment Advisory
New York
$318K