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SEI Investments

559 hedge funds and large institutions have $7.31B invested in SEI Investments in 2025 Q4 according to their latest regulatory filings, with 79 funds opening new positions, 200 increasing their positions, 192 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 57

2% more funds holding

Funds holding: 548559 (+11)

1.13% more ownership

Funds ownership: 71.63%72.75% (+1.1%)

4% more repeat investments, than reductions

Existing positions increased: 200 | Existing positions reduced: 192

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

3% less capital invested

Capital invested by funds: $7.51B → $7.31B (-$199M)

65% less call options, than puts

Call options by funds: $509K | Put options by funds: $1.45M

Holders
559
Holders Change
+11
Holders Change %
+2.01%
% of All Funds
6.8%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
79
Increased
200
Reduced
192
Closed
57
Calls
$509K
Puts
$1.45M
Net Calls
-$943K
Net Calls Change
-$8.12M
Name Holding Trade Value Shares
Change
Change in
Stake
C
351
Certuity
Florida
$348K -$96.2K -1,170 -22%
FTWA
352
Fifth Third Wealth Advisors
Ohio
$342K +$247 +3 +0.1%
HAG
353
HighPoint Advisor Group
Illinois
$338K +$140K +1,700 +70%
CFB
354
Cullen/Frost Bankers
Texas
$338K +$9.53K +116 +3%
COFSG
355
Carbahal Olsen Financial Services Group
California
$328K
WA
356
WBH Advisory
Maryland
$328K
CIA
357
Citadel Investment Advisory
Ohio
$323K
DWM
358
Dakota Wealth Management
Florida
$316K +$317K +3,858 New
HF
359
HRT Financial
New York
$315K +$317K +3,851 New
CIBC Asset Management
360
CIBC Asset Management
Ontario, Canada
$312K -$27.4K -333 -8%
BHCM
361
Brevan Howard Capital Management
Jersey
$310K +$9.62K +117 +3%
S
362
SignatureFD
Georgia
$306K +$79.9K +972 +35%
EI
363
Ethic Inc
New York
$304K -$44.3K -539 -13%
NDSIB
364
North Dakota State Investment Board
North Dakota
$303K +$304K +3,698 New
SPIA
365
Steward Partners Investment Advisory
New York
$299K +$66.8K +813 +29%
CIG
366
Cullen Investment Group
Louisiana
$291K -$43.4K -528 -14%
BA
367
Bridgewater Advisors
New York
$289K +$297K +3,611 New
FDP
368
Financiere des Professionnels
Quebec, Canada
$284K
CCA
369
Cadent Capital Advisors
Oklahoma
$281K -$10.1K -123 -3%
WIA
370
World Investment Advisors
California
$277K +$278K +3,377 New
GRP
371
Global Retirement Partners
California
$276K +$153K +1,866 +124%
HH
372
Hilltop Holdings
Texas
$276K +$68.3K +831 +33%
QCM
373
QRG Capital Management
Illinois
$276K +$61.2K +744 +28%
LWL
374
Leo Wealth LLC
Texas
$274K +$28.7K +349 +12%
HR
375
Hardy Reed
Mississippi
$271K +$1.73K +21 +0.6%