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SEI Investments

535 hedge funds and large institutions have $7.49B invested in SEI Investments in 2025 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 204 increasing their positions, 168 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less ownership

Funds ownership:

less funds holding

Funds holding:

7% less capital invested

Capital invested by funds: $8.08B → $7.49B (-$592M)

13% less first-time investments, than exits

New positions opened: 60 | Existing positions closed: 69

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
535
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
$8.6M
Puts
$1.43M
Net Calls
Net Calls Change

Top Sellers

1 -$69.9M
2 -$49M
3 -$27.4M
4
Jane Street
Jane Street
New York
-$22.7M
5
BTW
Boston Trust Walden
Massachusetts
-$22.4M
Name Holding Trade Value Shares
Change
Change in
Stake
KIM
351
Kestra Investment Management
Texas
$326K
BHCM
352
Brevan Howard Capital Management
Jersey
$310K
SC
353
SummitTX Capital
Texas
$304K
CCA
354
Cadent Capital Advisors
Oklahoma
$301K
BAM
355
Blueshift Asset Management
New Jersey
$300K
JWCA
356
J.W. Cole Advisors
Florida
$294K
MCM
357
MAI Capital Management
Ohio
$294K
FDP
358
Financiere des Professionnels
Quebec, Canada
$293K
SCM
359
Shelton Capital Management
Colorado
$291K
IFWM
360
Institute for Wealth Management
Colorado
$285K
MPI
361
Mairs & Power Inc
Minnesota
$280K
AUB
362
Atlantic Union Bankshares
Virginia
$280K
HR
363
Hardy Reed
Mississippi
$279K
LAM
364
Longboard Asset Management
Arizona
$277K
RCWM
365
Royal Capital Wealth Management
Indiana
$272K
Korea Investment Corp
366
Korea Investment Corp
South Korea
$269K
SC
367
Syon Capital
California
$268K
ST
368
Sageworth Trust
Pennsylvania
$260K
NB
369
NBT Bank
New York
$260K
FFM
370
Forum Financial Management
Illinois
$255K
TRCT
371
Tower Research Capital (TRC)
New York
$254K
LWL
372
Leo Wealth LLC
Texas
$253K
GWM
373
Gibbs Wealth Management
Georgia
$252K
OWA
374
Outlook Wealth Advisors
Texas
$251K
PCMH
375
Polymer Capital Management (HK)
Hong Kong
$249K