SEIC icon

SEI Investments

561 hedge funds and large institutions have $8.09B invested in SEI Investments in 2025 Q2 according to their latest regulatory filings, with 107 funds opening new positions, 181 increasing their positions, 197 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

8% less repeat investments, than reductions

Existing positions increased: 181 | Existing positions reduced: 197

1.03% less ownership

Funds ownership: 73.35%72.33% (-1%)

Holders
561
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$5.11M
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OAC
351
OMERS Administration Corp
Ontario, Canada
$419K
LFA
352
Legacy Financial Advisors
Kentucky
$414K
FAIM
353
Financial Advocates Investment Management
Washington
$411K
SIG
354
Stonegate Investment Group
Alabama
$408K
EI
355
Ethic Inc
New York
$403K
CI Investments Inc
356
CI Investments Inc
Ontario, Canada
$397K
SOW
357
State of Wyoming
Wyoming
$396K
AIM
358
Advyzon Investment Management
Illinois
$393K
TC
359
TownSquare Capital
Utah
$389K
IPW
360
Impact Partnership Wealth
Georgia
$385K
C
361
Certuity
Florida
$380K
CIBC Asset Management
362
CIBC Asset Management
Ontario, Canada
$372K
Public Employees Retirement Association of Colorado
363
Public Employees Retirement Association of Colorado
Colorado
$372K
Focus Partners Wealth
364
Focus Partners Wealth
Massachusetts
$370K
FTWA
365
Fifth Third Wealth Advisors
Ohio
$367K
VNA
366
Valley National Advisers
Pennsylvania
$366K
OAM
367
Oxford Asset Management
United Kingdom
$364K
FFA
368
Florida Financial Advisors
Florida
$363K
CFB
369
Cullen/Frost Bankers
Texas
$360K
WA
370
WBH Advisory
Maryland
$359K
COFSG
371
Carbahal Olsen Financial Services Group
California
$359K
Bessemer Group
372
Bessemer Group
New Jersey
$358K
KAS
373
Kestra Advisory Services
Texas
$356K
CIA
374
Citadel Investment Advisory
Ohio
$354K
LA
375
Lindenwold Advisors
Pennsylvania
$350K