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SEI Investments

546 hedge funds and large institutions have $7.5B invested in SEI Investments in 2025 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 209 increasing their positions, 170 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less ownership

Funds ownership:

less funds holding

Funds holding:

7% less capital invested

Capital invested by funds: $8.09B → $7.5B (-$584M)

12% less first-time investments, than exits

New positions opened: 60 | Existing positions closed: 68

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
546
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$8.6M
Puts
$1.43M
Net Calls
Net Calls Change

Top Sellers

1 -$69.9M
2 -$51.3M
3 -$28.7M
4
Jane Street
Jane Street
New York
-$23.8M
5
BTW
Boston Trust Walden
Massachusetts
-$23.5M
Name Holding Trade Value Shares
Change
Change in
Stake
CFB
351
Cullen/Frost Bankers
Texas
$340K
WA
352
WBH Advisory
Maryland
$339K
COFSG
353
Carbahal Olsen Financial Services Group
California
$339K
AWA
354
Aaron Wealth Advisors
Illinois
$339K
CI Investments Inc
355
CI Investments Inc
Ontario, Canada
$335K
CIA
356
Citadel Investment Advisory
Ohio
$334K
LA
357
Lindenwold Advisors
Pennsylvania
$333K
CIG
358
Cullen Investment Group
Louisiana
$333K
PAG
359
Private Advisor Group
New Jersey
$330K
KIM
360
Kestra Investment Management
Texas
$326K
BHCM
361
Brevan Howard Capital Management
Jersey
$310K
SC
362
SummitTX Capital
Texas
$304K
CCA
363
Cadent Capital Advisors
Oklahoma
$301K
BAM
364
Blueshift Asset Management
New Jersey
$300K
JWCA
365
J.W. Cole Advisors
Florida
$294K
MCM
366
MAI Capital Management
Ohio
$294K
FDP
367
Financiere des Professionnels
Quebec, Canada
$293K
SCM
368
Shelton Capital Management
Colorado
$291K
IFWM
369
Institute for Wealth Management
Colorado
$285K
MPI
370
Mairs & Power Inc
Minnesota
$280K
AUB
371
Atlantic Union Bankshares
Virginia
$280K
HR
372
Hardy Reed
Mississippi
$279K
LAM
373
Longboard Asset Management
Arizona
$277K
RCWM
374
Royal Capital Wealth Management
Indiana
$272K
Korea Investment Corp
375
Korea Investment Corp
South Korea
$269K