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SEI Investments
SEIC

Overview Fund Activity

557 hedge funds and large institutions have $8.07B invested in SEI Investments in 2025 Q2 according to their latest regulatory filings, with 108 funds opening new positions, 180 increasing their positions, 194 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
557
Holders Change
+19
Holders Change %
+3.53%
% of All Funds
7.47%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.07%
New
108
Increased
180
Reduced
194
Closed
78
Calls
$5.11M
Puts
–
Net Calls
+$5.11M
Net Calls Change
+$1.35M

Top Buyers

1
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$133M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$101M
3
JAM
Jupiter Asset Management
United Kingdom
$37.5M
4
ACL
Azora Capital LP
Florida
$69.9M
5
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$92.2M

Top Sellers

1
BlackRock
BlackRock
New York
$827M
2
State Street
State Street
Massachusetts
$426M
3
Amundi
Amundi
France
$14.5M
4
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$74K
5
AS
Aware Super
Australia
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
EC
376
EntryPoint Capital
New York
$324K -$43.8K -487 -12%
YIH
377
Y-Intercept (HK)
Hong Kong
$322K +$322K +3,585 New
PAG
378
Private Advisor Group
New Jersey
$321K +$321K +3,576 New
PCM
379
PAR Capital Management
Massachusetts
$315K -$359K -4,000 -53%
FC
380
Farringdon Capital
United Kingdom
$309K +$309K +3,438 New
SCM
381
Shelton Capital Management
Colorado
$308K -$8.9K -99 -3%
GWM
382
Gibbs Wealth Management
Georgia
$307K +$307K +3,419 New
MPI
383
Mairs & Power Inc
Minnesota
$297K – – –
HR
384
Hardy Reed
Mississippi
$295K – – –
LAM
385
Longboard Asset Management
Arizona
$294K +$3.15K +35 +1%
AFCM
386
Applied Finance Capital Management
Puerto Rico
$291K +$291K +3,238 New
M&T Bank
387
M&T Bank
New York
$289K +$30.6K +341 +12%
RCWM
388
Royal Capital Wealth Management
Indiana
$288K +$90 +1 +0%
Korea Investment Corp
389
Korea Investment Corp
South Korea
$285K -$10M -111,512 -97%
CWM
390
Congress Wealth Management
Massachusetts
$280K +$280K +3,120 New
NB
391
NBT Bank
New York
$275K +$1.53K +17 +0.6%
SQA
392
Simon Quick Advisors
New Jersey
$274K +$274K +3,050 New
IFWM
393
Institute for Wealth Management
Colorado
$268K +$268K +2,982 New
FDCDDQ
394
Federation des caisses Desjardins du Quebec
Quebec, Canada
$267K -$359K -3,991 -57%
MWM
395
Modern Wealth Management
Kansas
$262K +$262K +2,911 New
MAS
396
Meeder Advisory Services
Ohio
$260K -$2.97K -33 -1%
LWL
397
Leo Wealth LLC
Texas
$259K +$9.34K +104 +4%
DS
398
DRW Securities
Illinois
$258K +$258K +2,875 New
SC
399
Savant Capital
Illinois
$257K -$35.2K -392 -12%
JWCA
400
J.W. Cole Advisors
Florida
$256K +$256K +2,851 New
14 15
16
17 18