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SEI Investments

553 hedge funds and large institutions have $7.3B invested in SEI Investments in 2025 Q4 according to their latest regulatory filings, with 75 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: $7.5B → $7.3B (-$202M)

65% less call options, than puts

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

Holders
553
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
CFB
351
Cullen/Frost Bankers
Texas
$338K
WA
352
WBH Advisory
Maryland
$328K
COFSG
353
Carbahal Olsen Financial Services Group
California
$328K
CIA
354
Citadel Investment Advisory
Ohio
$323K
DWM
355
Dakota Wealth Management
Florida
$316K
HF
356
HRT Financial
New York
$315K
CIBC Asset Management
357
CIBC Asset Management
Ontario, Canada
$312K
BHCM
358
Brevan Howard Capital Management
Jersey
$310K
S
359
SignatureFD
Georgia
$306K
EI
360
Ethic Inc
New York
$304K
NDSIB
361
North Dakota State Investment Board
North Dakota
$303K
SPIA
362
Steward Partners Investment Advisory
New York
$299K
CIG
363
Cullen Investment Group
Louisiana
$291K
BA
364
Bridgewater Advisors
New York
$289K
FDP
365
Financiere des Professionnels
Quebec, Canada
$284K
CCA
366
Cadent Capital Advisors
Oklahoma
$281K
WIA
367
World Investment Advisors
California
$277K
GRP
368
Global Retirement Partners
California
$276K
HH
369
Hilltop Holdings
Texas
$276K
QCM
370
QRG Capital Management
Illinois
$276K
LWL
371
Leo Wealth LLC
Texas
$274K
HR
372
Hardy Reed
Mississippi
$271K
AUB
373
Atlantic Union Bankshares
Virginia
$271K
MPI
374
Mairs & Power Inc
Minnesota
$271K
IFWM
375
Institute for Wealth Management
Colorado
$269K