SEIC icon

SEI Investments

538 hedge funds and large institutions have $7.49B invested in SEI Investments in 2025 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 206 increasing their positions, 169 reducing their positions, and 69 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: $8.08B → $7.49B (-$594M)

13% less first-time investments, than exits

New positions opened: 60 | Existing positions closed: 69

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
538
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 -$49M
3 -$27.4M
4
Jane Street
Jane Street
New York
-$22.7M
5
BTW
Boston Trust Walden
Massachusetts
-$22.4M
Name Holding Trade Value Shares
Change
Change in
Stake
CIG
351
Cullen Investment Group
Louisiana
$333K
PAG
352
Private Advisor Group
New Jersey
$330K
KIM
353
Kestra Investment Management
Texas
$326K
BHCM
354
Brevan Howard Capital Management
Jersey
$310K
SC
355
SummitTX Capital
Texas
$304K
CCA
356
Cadent Capital Advisors
Oklahoma
$301K
BAM
357
Blueshift Asset Management
New Jersey
$300K
JWCA
358
J.W. Cole Advisors
Florida
$294K
MCM
359
MAI Capital Management
Ohio
$294K
FDP
360
Financiere des Professionnels
Quebec, Canada
$293K
SCM
361
Shelton Capital Management
Colorado
$291K
IFWM
362
Institute for Wealth Management
Colorado
$285K
MPI
363
Mairs & Power Inc
Minnesota
$280K
AUB
364
Atlantic Union Bankshares
Virginia
$280K
HR
365
Hardy Reed
Mississippi
$279K
LAM
366
Longboard Asset Management
Arizona
$277K
RCWM
367
Royal Capital Wealth Management
Indiana
$272K
Korea Investment Corp
368
Korea Investment Corp
South Korea
$269K
SC
369
Syon Capital
California
$268K
ST
370
Sageworth Trust
Pennsylvania
$260K
NB
371
NBT Bank
New York
$260K
FFM
372
Forum Financial Management
Illinois
$255K
TRCT
373
Tower Research Capital (TRC)
New York
$254K
LWL
374
Leo Wealth LLC
Texas
$253K
GWM
375
Gibbs Wealth Management
Georgia
$252K