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SEI Investments

558 hedge funds and large institutions have $7.31B invested in SEI Investments in 2025 Q4 according to their latest regulatory filings, with 78 funds opening new positions, 200 increasing their positions, 192 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more ownership

Funds ownership:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

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
558
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
$509K
Puts
$1.45M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
C
351
Certuity
Florida
$348K
FTWA
352
Fifth Third Wealth Advisors
Ohio
$342K
HAG
353
HighPoint Advisor Group
Illinois
$338K
CFB
354
Cullen/Frost Bankers
Texas
$338K
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
HF
359
HRT Financial
New York
$315K
CIBC Asset Management
360
CIBC Asset Management
Ontario, Canada
$312K
BHCM
361
Brevan Howard Capital Management
Jersey
$310K
S
362
SignatureFD
Georgia
$306K
EI
363
Ethic Inc
New York
$304K
NDSIB
364
North Dakota State Investment Board
North Dakota
$303K
SPIA
365
Steward Partners Investment Advisory
New York
$299K
CIG
366
Cullen Investment Group
Louisiana
$291K
BA
367
Bridgewater Advisors
New York
$289K
FDP
368
Financiere des Professionnels
Quebec, Canada
$284K
CCA
369
Cadent Capital Advisors
Oklahoma
$281K
WIA
370
World Investment Advisors
California
$277K
GRP
371
Global Retirement Partners
California
$276K
HH
372
Hilltop Holdings
Texas
$276K
QCM
373
QRG Capital Management
Illinois
$276K
LWL
374
Leo Wealth LLC
Texas
$274K
HR
375
Hardy Reed
Mississippi
$271K