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SEI Investments

562 hedge funds and large institutions have $7.06B invested in SEI Investments in 2026 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 215 increasing their positions, 177 reducing their positions, and 61 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: $7.31B → $7.06B (-$247M)

51% less call options, than puts

Call options by funds: $3.65M | Put options by funds: $7.42M

Holders
562
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
$3.65M
Puts
$7.42M
Net Calls
Net Calls Change

Top Buyers

1 +$146M
2 +$61.7M
3 +$45.6M
4
BlackRock
BlackRock
New York
+$38.9M
5
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
+$23.6M

Top Sellers

1 -$48.3M
2 -$36.1M
3 -$26.3M
4
Morgan Stanley
Morgan Stanley
New York
-$23.3M
5
Millennium Management
Millennium Management
New York
-$20.8M
Name Holding Trade Value Shares
Change
Change in
Stake
OWCM
351
One Wealth Capital Management
Arizona
$318K
CPIG
352
Chicago Partners Investment Group
Illinois
$317K
EI
353
Ethic Inc
New York
$317K
COFSG
354
Carbahal Olsen Financial Services Group
California
$314K
SC
355
Syon Capital
California
$311K
CIA
356
Citadel Investment Advisory
Ohio
$305K
QCM
357
QRG Capital Management
Illinois
$304K
CIBC Asset Management
358
CIBC Asset Management
Ontario, Canada
$299K
LWL
359
Leo Wealth LLC
Texas
$295K
Blackstone Inc
360
Blackstone Inc
New York
$294K
SW
361
Simplicity Wealth
New Jersey
$290K
WIA
362
World Investment Advisors
California
$289K
CJ
363
Caitlin John
Michigan
$288K
DWM
364
Dakota Wealth Management
Florida
$287K
Capstone Investment Advisors
365
Capstone Investment Advisors
New York
$279K
EWA
366
EverSource Wealth Advisors
Alabama
$278K
CCA
367
Cadent Capital Advisors
Oklahoma
$269K
GT
368
Greenleaf Trust
Michigan
$269K
HR
369
Hardy Reed
Mississippi
$267K
CIG
370
Cullen Investment Group
Louisiana
$265K
VAS
371
Vestmark Advisory Solutions
Massachusetts
$262K
KAS
372
Kestra Advisory Services
Texas
$260K
AUB
373
Atlantic Union Bankshares
Virginia
$259K
MPI
374
Mairs & Power Inc
Minnesota
$259K
HIP
375
HUB Investment Partners
Texas
$259K