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SEI Investments

565 hedge funds and large institutions have $7.06B invested in SEI Investments in 2026 Q1 according to their latest regulatory filings, with 74 funds opening new positions, 216 increasing their positions, 179 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 74 | Existing positions closed: 59

21% more repeat investments, than reductions

Existing positions increased: 216 | Existing positions reduced: 179

1% more funds holding

Funds holding: 559565 (+6)

0.88% more ownership

Funds ownership: 72.75%73.63% (+0.88%)

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 (-$246M)

51% less call options, than puts

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

Holders
565
Holders Change
+6
Holders Change %
+1.07%
% of All Funds
6.96%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
74
Increased
216
Reduced
179
Closed
59
Calls
$3.65M
Puts
$7.42M
Net Calls
-$3.77M
Net Calls Change
-$2.83M
Name Holding Trade Value Shares
Change
Change in
Stake
FTWA
351
Fifth Third Wealth Advisors
Ohio
$323K -$4.36K -53 -1%
SPIA
352
Steward Partners Investment Advisory
New York
$318K +$34.3K +417 +11%
OWCM
353
One Wealth Capital Management
Arizona
$318K +$286K +3,474 New
CPIG
354
Chicago Partners Investment Group
Illinois
$317K +$308K +3,740 New
EI
355
Ethic Inc
New York
$317K +$27.3K +332 +9%
COFSG
356
Carbahal Olsen Financial Services Group
California
$314K
SC
357
Syon Capital
California
$311K +$82.8K +1,006 +34%
CIA
358
Citadel Investment Advisory
Ohio
$305K -$4.12K -50 -1%
QCM
359
QRG Capital Management
Illinois
$304K +$42.9K +521 +16%
CIBC Asset Management
360
CIBC Asset Management
Ontario, Canada
$299K
LWL
361
Leo Wealth LLC
Texas
$295K +$34.9K +424 +13%
Blackstone Inc
362
Blackstone Inc
New York
$294K +$309K +3,753 New
SW
363
Simplicity Wealth
New Jersey
$290K +$71.6K +870 +31%
WIA
364
World Investment Advisors
California
$289K +$25.6K +311 +9%
CJ
365
Caitlin John
Michigan
$288K -$187K -2,275 -38%
DWM
366
Dakota Wealth Management
Florida
$287K -$16.6K -201 -5%
Capstone Investment Advisors
367
Capstone Investment Advisors
New York
$279K +$292K +3,551 New
EWA
368
EverSource Wealth Advisors
Alabama
$278K +$82K +996 +39%
CCA
369
Cadent Capital Advisors
Oklahoma
$269K
GT
370
Greenleaf Trust
Michigan
$269K +$282K +3,422 New
HR
371
Hardy Reed
Mississippi
$267K +$8.15K +99 +3%
CIG
372
Cullen Investment Group
Louisiana
$265K +$1.56K +19 +0.6%
VAS
373
Vestmark Advisory Solutions
Massachusetts
$262K -$121K -1,465 -30%
KAS
374
Kestra Advisory Services
Texas
$260K -$86.9K -1,055 -24%
AUB
375
Atlantic Union Bankshares
Virginia
$259K