We are live on ! Find out more
SEIC icon

SEI Investments

563 hedge funds and large institutions have $8.09B invested in SEI Investments in 2025 Q2 according to their latest regulatory filings, with 105 funds opening new positions, 184 increasing their positions, 197 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

31% more first-time investments, than exits

New positions opened: 105 | Existing positions closed: 80

11% more capital invested

Capital invested by funds: $7.27B → $8.09B (+$824M)

3% more funds holding

Funds holding: 546563 (+17)

7% less repeat investments, than reductions

Existing positions increased: 184 | Existing positions reduced: 197

1.46% less ownership

Funds ownership: 73.8%72.35% (-1.5%)

Holders
563
Holders Change
+17
Holders Change %
+3.11%
% of All Funds
7.41%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.07%
New
105
Increased
184
Reduced
197
Closed
80
Calls
$5.11M
Puts
Net Calls
+$5.11M
Net Calls Change
+$1.34M
Name Holding Trade Value Shares
Change
Change in
Stake
AWAU
351
Alliance Wealth Advisors (Utah)
Utah
$429K +$90.9K +1,128 +31%
MSRPS
352
Maryland State Retirement & Pension System
Maryland
$420K
OAC
353
OMERS Administration Corp
Ontario, Canada
$419K -$1.79M -22,224 -83%
LFA
354
Legacy Financial Advisors
Kentucky
$414K -$3.63K -45 -1%
FAIM
355
Financial Advocates Investment Management
Washington
$411K +$368K +4,569 New
SIG
356
Stonegate Investment Group
Alabama
$408K +$93.2K +1,157 +34%
EI
357
Ethic Inc
New York
$403K +$10.7K +133 +3%
CI Investments Inc
358
CI Investments Inc
Ontario, Canada
$397K -$17.6K -218 -5%
SOW
359
State of Wyoming
Wyoming
$396K -$407K -5,051 -53%
AIM
360
Advyzon Investment Management
Illinois
$393K +$352K +4,374 New
TC
361
TownSquare Capital
Utah
$389K -$3.21M -39,779 -90%
IPW
362
Impact Partnership Wealth
Georgia
$385K +$48.2K +598 +16%
C
363
Certuity
Florida
$380K +$26.7K +331 +8%
CIBC Asset Management
364
CIBC Asset Management
Ontario, Canada
$372K -$3.44M -42,743 -91%
Public Employees Retirement Association of Colorado
365
Public Employees Retirement Association of Colorado
Colorado
$372K
Focus Partners Wealth
366
Focus Partners Wealth
Massachusetts
$370K +$332K +4,117 New
FTWA
367
Fifth Third Wealth Advisors
Ohio
$367K -$37K -459 -10%
VNA
368
Valley National Advisers
Pennsylvania
$366K -$10.4K -129 -3%
OAM
369
Oxford Asset Management
United Kingdom
$364K +$326K +4,048 New
FFA
370
Florida Financial Advisors
Florida
$363K -$13.9K -173 -4%
CFB
371
Cullen/Frost Bankers
Texas
$360K +$213K +2,638 +193%
COFSG
372
Carbahal Olsen Financial Services Group
California
$359K
WA
373
WBH Advisory
Maryland
$359K
Bessemer Group
374
Bessemer Group
New Jersey
$358K -$24.3K -301 -7%
KAS
375
Kestra Advisory Services
Texas
$356K +$725 +9 +0.2%

SEIC Hedge Fund Activity: Q2 2025 in Review

563 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in SEI Investments (SEIC) for Q2 2025, worth a combined $8.09B — up 11% from $7.27B a quarter earlier.

Buyers outnumbered sellers: 105 funds opened new SEIC positions and 80 closed out — a net gain of 25 holders — while 184 added to existing stakes and 197 trimmed.

The largest buyer was Lord, Abbett & Co, adding an estimated $65.8M. The largest seller was BlackRock, cutting an estimated $175M.

  • 563 institutional investors held SEI Investments (SEIC) as of Q2 2025, up from 546 in Q1 2025.
  • Funds reported $8.09B of SEI Investments stock for Q2 2025, up 11% quarter-over-quarter.
  • 105 funds opened new SEI Investments positions in Q2 2025 and 80 closed out, a net change of +25 holders.
  • The largest SEI Investments buyer in Q2 2025 was Lord, Abbett & Co, an estimated $65.8M added.
  • The largest SEI Investments seller in Q2 2025 was BlackRock, an estimated $175M sold.

Based on aggregated 13F filings for Q2 2025.