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SEI Investments

546 hedge funds and large institutions have $7.27B invested in SEI Investments in 2025 Q1 according to their latest regulatory filings, with 67 funds opening new positions, 191 increasing their positions, 188 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

881% more call options, than puts

Call options by funds: $4.19M | Put options by funds: $427K

29% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 52

3.04% more ownership

Funds ownership: 70.76%73.8% (+3%)

1% more funds holding

Funds holding: 539546 (+7)

2% more repeat investments, than reductions

Existing positions increased: 191 | Existing positions reduced: 188

3% less capital invested

Capital invested by funds: $7.53B → $7.27B (-$257M)

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
546
Holders Change
+7
Holders Change %
+1.3%
% of All Funds
7.32%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.04%
New
67
Increased
191
Reduced
188
Closed
52
Calls
$4.19M
Puts
$427K
Net Calls
+$3.76M
Net Calls Change
-$1.3M
Name Holding Trade Value Shares
Change
Change in
Stake
TRCT
351
Tower Research Capital (TRC)
New York
$371K -$136K -1,686 -26%
MSRPS
352
Maryland State Retirement & Pension System
Maryland
$363K -$88.7K -1,103 -19%
LFA
353
Legacy Financial Advisors
Kentucky
$361K -$241 -3 -0.1%
CI Investments Inc
354
CI Investments Inc
Ontario, Canada
$360K +$36.6K +455 +11%
FTWA
355
Fifth Third Wealth Advisors
Ohio
$353K +$71.2K +886 +24%
SBFM
356
S-Bank Fund Management
Finland
$349K +$361K +4,491 New
EI
357
Ethic Inc
New York
$338K -$8.2K -102 -2%
Bessemer Group
358
Bessemer Group
New Jersey
$332K +$190K +2,363 +123%
FFA
359
Florida Financial Advisors
Florida
$327K -$2.81K -35 -0.8%
VNA
360
Valley National Advisers
Pennsylvania
$326K -$26.4K -328 -7%
EWM
361
Empirical Wealth Management
Washington
$325K -$80.7K -1,004 -19%
CW
362
CreativeOne Wealth
Kansas
$322K +$98.2K +1,222 +42%
Public Employees Retirement Association of Colorado
363
Public Employees Retirement Association of Colorado
Colorado
$322K
EC
364
EntryPoint Capital
New York
$318K +$329K +4,090 New
CG
365
Caprock Group
Idaho
$316K -$33.6K -418 -9%
QCG
366
Quadrant Capital Group
Ohio
$313K +$206K +2,563 +175%
COFSG
367
Carbahal Olsen Financial Services Group
California
$311K
WA
368
WBH Advisory
Maryland
$311K
CFG
369
Cooper Financial Group
California
$310K +$8.44K +105 +3%
MYAM
370
Meiji Yasuda Asset Management
Japan
$308K -$5.64M -70,150 -95%
KAS
371
Kestra Advisory Services
Texas
$307K +$50.9K +633 +19%
CIA
372
Citadel Investment Advisory
Ohio
$306K
Janus Henderson Group
373
Janus Henderson Group
United Kingdom
$304K
LA
374
Lindenwold Advisors
Pennsylvania
$303K -$5.07K -63 -2%
C
375
Certuity
Florida
$302K -$136K -1,689 -30%

SEIC Hedge Fund Activity: Q1 2025 in Review

546 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in SEI Investments (SEIC) for Q1 2025, worth a combined $7.27B — down 3.4% from $7.53B a quarter earlier.

Buyers outnumbered sellers: 67 funds opened new SEIC positions and 52 closed out — a net gain of 15 holders — while 191 added to existing stakes and 188 trimmed.

The largest buyer was First Trust Advisors, adding an estimated $88.4M. The largest seller was Citadel Advisors, exiting entirely with an estimated $60M sold.

  • 546 institutional investors held SEI Investments (SEIC) as of Q1 2025, up from 539 in Q4 2024.
  • Funds reported $7.27B of SEI Investments stock for Q1 2025, down 3.4% quarter-over-quarter.
  • 67 funds opened new SEI Investments positions in Q1 2025 and 52 closed out, a net change of +15 holders.
  • The largest SEI Investments buyer in Q1 2025 was First Trust Advisors, an estimated $88.4M added.
  • The largest SEI Investments seller in Q1 2025 was Citadel Advisors, an estimated $60M sold.

Based on aggregated 13F filings for Q1 2025.