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SEI Investments
SEIC

Overview Fund Activity

557 hedge funds and large institutions have $8.07B invested in SEI Investments in 2025 Q2 according to their latest regulatory filings, with 108 funds opening new positions, 180 increasing their positions, 194 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
557
Holders Change
+19
Holders Change %
+3.53%
% of All Funds
7.48%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.07%
New
108
Increased
180
Reduced
194
Closed
77
Calls
$5.11M
Puts
–
Net Calls
+$5.11M
Net Calls Change
+$1.35M

Top Buyers

1
Lord, Abbett & Co
1
Lord, Abbett & Co
New Jersey
$133M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$101M
3
JAM
3
Jupiter Asset Management
United Kingdom
$37.5M
4
ACL
4
Azora Capital LP
Florida
$69.9M
5
Caisse de Depot et Placement du Quebec (CDPQ)
5
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$92.2M

Top Sellers

1
BlackRock
1
BlackRock
New York
$827M
2
State Street
2
State Street
Massachusetts
$426M
3
Amundi
3
Amundi
France
$14.5M
4
BNP Paribas Asset Management
4
BNP Paribas Asset Management
France
$74K
5
AS
5
Aware Super
Australia
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
EI
351
Ethic Inc
New York
$403K +$11.9K +133 +3%
CI Investments Inc
352
CI Investments Inc
Ontario, Canada
$397K -$19.6K -218 -5%
SOW
353
State of Wyoming
Wyoming
$396K -$454K -5,051 -53%
AIM
354
Advyzon Investment Management
Illinois
$393K +$393K +4,374 New
TC
355
TownSquare Capital
Utah
$389K -$3.57M -39,779 -90%
IPW
356
Impact Partnership Wealth
Georgia
$385K +$53.7K +598 +16%
C
357
Certuity
Florida
$380K +$29.7K +331 +8%
CIBC Asset Management
358
CIBC Asset Management
Ontario, Canada
$372K -$3.84M -42,743 -91%
Public Employees Retirement Association of Colorado
359
Public Employees Retirement Association of Colorado
Colorado
$372K – – –
Focus Partners Wealth
360
Focus Partners Wealth
Massachusetts
$370K +$370K +4,117 New
FTWA
361
Fifth Third Wealth Advisors
Ohio
$367K -$41.2K -459 -10%
VNA
362
Valley National Advisers
Pennsylvania
$366K -$11.6K -129 -3%
OAM
363
Oxford Asset Management
United Kingdom
$364K +$364K +4,048 New
FFA
364
Florida Financial Advisors
Florida
$363K -$15.5K -173 -4%
CFB
365
Cullen/Frost Bankers
Texas
$360K +$237K +2,638 +193%
WA
366
WBH Advisory
Maryland
$359K – – –
COFSG
367
Carbahal Olsen Financial Services Group
California
$359K – – –
Bessemer Group
368
Bessemer Group
New Jersey
$358K -$27.1K -301 -7%
KAS
369
Kestra Advisory Services
Texas
$356K +$809 +9 +0.2%
CIA
370
Citadel Investment Advisory
Ohio
$354K – – –
LA
371
Lindenwold Advisors
Pennsylvania
$350K -$1.62K -18 -0.5%
CIG
372
Cullen Investment Group
Louisiana
$349K +$1.98K +22 +0.6%
MIM
373
Morningstar Investment Management
Illinois
$333K +$333K +3,706 New
PP
374
Prudential plc
United Kingdom
$331K -$218K -2,429 -40%
AWM
375
AE Wealth Management
Kansas
$330K -$15.9K -177 -5%
13 14
15
16 17