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SEI Investments

550 hedge funds and large institutions have $7.29B invested in SEI Investments in 2025 Q4 according to their latest regulatory filings, with 73 funds opening new positions, 198 increasing their positions, 193 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more ownership

Funds ownership:

more funds holding

Funds holding:

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

3% less capital invested

Capital invested by funds: $7.5B → $7.29B (-$218M)

65% less call options, than puts

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

Holders
550
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
COFSG
351
Carbahal Olsen Financial Services Group
California
$328K
CIA
352
Citadel Investment Advisory
Ohio
$323K
DWM
353
Dakota Wealth Management
Florida
$316K
HF
354
HRT Financial
New York
$315K
CIBC Asset Management
355
CIBC Asset Management
Ontario, Canada
$312K
BHCM
356
Brevan Howard Capital Management
Jersey
$310K
S
357
SignatureFD
Georgia
$306K
EI
358
Ethic Inc
New York
$304K
NDSIB
359
North Dakota State Investment Board
North Dakota
$303K
SPIA
360
Steward Partners Investment Advisory
New York
$299K
CIG
361
Cullen Investment Group
Louisiana
$291K
BA
362
Bridgewater Advisors
New York
$289K
FDP
363
Financiere des Professionnels
Quebec, Canada
$284K
CCA
364
Cadent Capital Advisors
Oklahoma
$281K
GRP
365
Global Retirement Partners
California
$276K
HH
366
Hilltop Holdings
Texas
$276K
QCM
367
QRG Capital Management
Illinois
$276K
LWL
368
Leo Wealth LLC
Texas
$274K
HR
369
Hardy Reed
Mississippi
$271K
AUB
370
Atlantic Union Bankshares
Virginia
$271K
MPI
371
Mairs & Power Inc
Minnesota
$271K
IFWM
372
Institute for Wealth Management
Colorado
$269K
KIM
373
Kestra Investment Management
Texas
$267K
HI
374
Horizon Investments
North Carolina
$264K
RCWM
375
Royal Capital Wealth Management
Indiana
$263K