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SEI Investments

558 hedge funds and large institutions have $8.07B invested in SEI Investments in 2025 Q2 according to their latest regulatory filings, with 107 funds opening new positions, 180 increasing their positions, 195 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:

0.82% less ownership

Funds ownership: 73.01%72.2% (-0.82%)

8% less repeat investments, than reductions

Existing positions increased: 180 | Existing positions reduced: 195

Holders
558
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
SIG
351
Stonegate Investment Group
Alabama
$408K
EI
352
Ethic Inc
New York
$403K
CI Investments Inc
353
CI Investments Inc
Ontario, Canada
$397K
SOW
354
State of Wyoming
Wyoming
$396K
AIM
355
Advyzon Investment Management
Illinois
$393K
TC
356
TownSquare Capital
Utah
$389K
IPW
357
Impact Partnership Wealth
Georgia
$385K
C
358
Certuity
Florida
$380K
CIBC Asset Management
359
CIBC Asset Management
Ontario, Canada
$372K
Public Employees Retirement Association of Colorado
360
Public Employees Retirement Association of Colorado
Colorado
$372K
Focus Partners Wealth
361
Focus Partners Wealth
Massachusetts
$370K
FTWA
362
Fifth Third Wealth Advisors
Ohio
$367K
VNA
363
Valley National Advisers
Pennsylvania
$366K
OAM
364
Oxford Asset Management
United Kingdom
$364K
FFA
365
Florida Financial Advisors
Florida
$363K
CFB
366
Cullen/Frost Bankers
Texas
$360K
WA
367
WBH Advisory
Maryland
$359K
COFSG
368
Carbahal Olsen Financial Services Group
California
$359K
Bessemer Group
369
Bessemer Group
New Jersey
$358K
KAS
370
Kestra Advisory Services
Texas
$356K
CIA
371
Citadel Investment Advisory
Ohio
$354K
LA
372
Lindenwold Advisors
Pennsylvania
$350K
CIG
373
Cullen Investment Group
Louisiana
$349K
MIM
374
Morningstar Investment Management
Illinois
$333K
PP
375
Prudential plc
United Kingdom
$331K