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SEI Investments

538 hedge funds and large institutions have $7.19B invested in SEI Investments in 2025 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 188 increasing their positions, 183 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
538
Holders Change
+4
Holders Change %
+0.75%
% of All Funds
7.31%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.04%
New
68
Increased
188
Reduced
183
Closed
53
Calls
$4.19M
Puts
$427K
Net Calls
+$3.76M
Net Calls Change
-$1.3M
Name Holding Trade Value Shares
Change
Shares
Change %
Bessemer Group
351
Bessemer Group
New Jersey
$332K +$183K +2,363 +123%
FFA
352
Florida Financial Advisors
Florida
$327K -$2.72K -35 -0.8%
VNA
353
Valley National Advisers
Pennsylvania
$326K -$25.4K -328 -7%
EWM
354
Empirical Wealth Management
Washington
$325K -$77.9K -1,004 -19%
CW
355
CreativeOne Wealth
Kansas
$322K +$94.9K +1,222 +42%
Public Employees Retirement Association of Colorado
356
Public Employees Retirement Association of Colorado
Colorado
$322K
EC
357
EntryPoint Capital
New York
$318K +$318K +4,090 New
CG
358
Caprock Group
Idaho
$316K -$32.5K -418 -9%
QCG
359
Quadrant Capital Group
Ohio
$313K +$199K +2,563 +175%
WA
360
WBH Advisory
Maryland
$311K
COFSG
361
Carbahal Olsen Financial Services Group
California
$311K
CFG
362
Cooper Financial Group
California
$310K +$8.15K +105 +3%
MYAM
363
Meiji Yasuda Asset Management
Japan
$308K -$5.45M -70,150 -95%
KAS
364
Kestra Advisory Services
Texas
$307K +$49.1K +633 +19%
CIA
365
Citadel Investment Advisory
Ohio
$306K
Janus Henderson Group
366
Janus Henderson Group
United Kingdom
$304K
LA
367
Lindenwold Advisors
Pennsylvania
$303K -$4.89K -63 -2%
C
368
Certuity
Florida
$302K -$131K -1,689 -30%
Bank of Nova Scotia
369
Bank of Nova Scotia
Ontario, Canada
$301K -$1.67M -21,507 -85%
CIG
370
Cullen Investment Group
Louisiana
$300K +$1.63K +21 +0.5%
AWM
371
AE Wealth Management
Kansas
$299K +$299K +3,854 New
Axa
372
Axa
France
$298K -$47.5K -612 -14%
AWS
373
Atria Wealth Solutions
New York
$287K +$287K +3,697 New
IPW
374
Impact Partnership Wealth
Georgia
$286K +$286K +3,682 New
NFC
375
Northstar Financial Companies
Pennsylvania
$284K +$1.71K +22 +0.6%