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SEI Investments

548 hedge funds and large institutions have $7.51B 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

504% more call options, than puts

Call options by funds: $8.6M | Put options by funds: $1.43M

23% more repeat investments, than reductions

Existing positions increased: 209 | Existing positions reduced: 170

0.72% less ownership

Funds ownership: 72.35%71.63% (-0.72%)

3% less funds holding

Funds holding: 563548 (-15)

7% less capital invested

Capital invested by funds: $8.09B → $7.51B (-$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
548
Holders Change
-15
Holders Change %
-2.66%
% of All Funds
7.19%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.05%
New
60
Increased
209
Reduced
170
Closed
68
Calls
$8.6M
Puts
$1.43M
Net Calls
+$7.18M
Net Calls Change
+$2.07M
Name Holding Trade Value Shares
Change
Change in
Stake
KAS
351
Kestra Advisory Services
Texas
$351K +$14.9K +168 +4%
CFB
352
Cullen/Frost Bankers
Texas
$340K
COFSG
353
Carbahal Olsen Financial Services Group
California
$339K
WA
354
WBH Advisory
Maryland
$339K
AWA
355
Aaron Wealth Advisors
Illinois
$339K +$355K +3,999 New
CI Investments Inc
356
CI Investments Inc
Ontario, Canada
$335K -$41.3K -465 -11%
CIA
357
Citadel Investment Advisory
Ohio
$334K
LA
358
Lindenwold Advisors
Pennsylvania
$333K +$3.38K +38 +1%
CIG
359
Cullen Investment Group
Louisiana
$333K
PAG
360
Private Advisor Group
New Jersey
$330K +$27.5K +309 +9%
KIM
361
Kestra Investment Management
Texas
$326K -$455K -5,126 -57%
BHCM
362
Brevan Howard Capital Management
Jersey
$310K -$913K -10,276 -74%
SC
363
SummitTX Capital
Texas
$304K -$2.24M -25,214 -88%
CCA
364
Cadent Capital Advisors
Oklahoma
$301K -$116K -1,310 -27%
BAM
365
Blueshift Asset Management
New Jersey
$300K +$314K +3,530 New
JWCA
366
J.W. Cole Advisors
Florida
$294K +$54.6K +614 +22%
MCM
367
MAI Capital Management
Ohio
$294K +$257K +2,889 +503%
FDP
368
Financiere des Professionnels
Quebec, Canada
$293K +$110K +1,240 +56%
SCM
369
Shelton Capital Management
Colorado
$291K
IFWM
370
Institute for Wealth Management
Colorado
$285K +$33.8K +380 +13%
MPI
371
Mairs & Power Inc
Minnesota
$280K
AUB
372
Atlantic Union Bankshares
Virginia
$280K +$293K +3,300 New
HR
373
Hardy Reed
Mississippi
$279K
LAM
374
Longboard Asset Management
Arizona
$277K
RCWM
375
Royal Capital Wealth Management
Indiana
$272K

SEIC Hedge Fund Activity: Q3 2025 in Review

548 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in SEI Investments (SEIC) for Q3 2025, worth a combined $7.51B — down 7.2% from $8.09B a quarter earlier.

Sellers outnumbered buyers: 68 funds closed out of SEIC and 60 opened new positions — a net loss of 8 holders — while 170 trimmed existing stakes and 209 added.

The largest buyer was Fidelity Investments, adding an estimated $45.5M. The largest seller was Azora Capital LP, exiting entirely with an estimated $69.9M sold.

  • 548 institutional investors held SEI Investments (SEIC) as of Q3 2025, down from 563 in Q2 2025.
  • Funds reported $7.51B of SEI Investments stock for Q3 2025, down 7.2% quarter-over-quarter.
  • 60 funds opened new SEI Investments positions in Q3 2025 and 68 closed out, a net change of -8 holders.
  • The largest SEI Investments buyer in Q3 2025 was Fidelity Investments, an estimated $45.5M added.
  • The largest SEI Investments seller in Q3 2025 was Azora Capital LP, an estimated $69.9M sold.

Based on aggregated 13F filings for Q3 2025.