We are live on ! Find out more
SEIC icon

SEI Investments

546 hedge funds and large institutions have $7.27B invested in SEI Investments in 2025 Q1 according to their latest regulatory filings, with 67 funds opening new positions, 191 increasing their positions, 188 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

881% more call options, than puts

Call options by funds: $4.19M | Put options by funds: $427K

29% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 52

3.04% more ownership

Funds ownership: 70.76%73.8% (+3%)

1% more funds holding

Funds holding: 539546 (+7)

2% more repeat investments, than reductions

Existing positions increased: 191 | Existing positions reduced: 188

3% less capital invested

Capital invested by funds: $7.53B → $7.27B (-$257M)

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
546
Holders Change
+7
Holders Change %
+1.3%
% of All Funds
7.32%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.04%
New
67
Increased
191
Reduced
188
Closed
52
Calls
$4.19M
Puts
$427K
Net Calls
+$3.76M
Net Calls Change
-$1.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of Nova Scotia
376
Bank of Nova Scotia
Ontario, Canada
$301K -$1.73M -21,507 -85%
CIG
377
Cullen Investment Group
Louisiana
$300K +$1.69K +21 +0.5%
AWM
378
AE Wealth Management
Kansas
$299K +$310K +3,854 New
Axa
379
Axa
France
$298K -$49.2K -612 -14%
AWS
380
Atria Wealth Solutions
New York
$287K +$297K +3,697 New
IPW
381
Impact Partnership Wealth
Georgia
$286K +$296K +3,682 New
NFC
382
Northstar Financial Companies
Pennsylvania
$284K +$1.77K +22 +0.6%
AWAU
383
Alliance Wealth Advisors (Utah)
Utah
$283K +$82.7K +1,029 +39%
SCM
384
Shelton Capital Management
Colorado
$274K -$16.2K -202 -5%
Aberdeen Group
385
Aberdeen Group
United Kingdom
$263K
SIG
386
Stonegate Investment Group
Alabama
$262K -$3.13K -39 -1%
MPI
387
Mairs & Power Inc
Minnesota
$256K
VEA
388
Virtus ETF Advisers
New York
$256K +$265K +3,294 New
HR
389
Hardy Reed
Mississippi
$255K
LAM
390
Longboard Asset Management
Arizona
$251K
P
391
Pitcairn
Pennsylvania
$249K -$27.6K -343 -10%
RCWM
392
Royal Capital Wealth Management
Indiana
$248K
QC
393
Quadrature Capital
United Kingdom
$244K +$252K +3,138 New
NB
394
NBT Bank
New York
$236K +$1.53K +19 +0.6%
RIM
395
Rakuten Investment Management
Japan
$233K +$243K +3,023 New
OR
396
Olympiad Research
Connecticut
$232K +$240K +2,984 New
MAS
397
Meeder Advisory Services
Ohio
$227K -$15.6K -194 -6%
DZ Bank
398
DZ Bank
Germany
$226K +$234K +2,913 New
DFCM
399
Dark Forest Capital Management
Puerto Rico
$225K -$375K -4,669 -62%
BMSSC
400
B. Metzler seel. Sohn & Co
Germany
$224K

SEIC Hedge Fund Activity: Q1 2025 in Review

546 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in SEI Investments (SEIC) for Q1 2025, worth a combined $7.27B — down 3.4% from $7.53B a quarter earlier.

Buyers outnumbered sellers: 67 funds opened new SEIC positions and 52 closed out — a net gain of 15 holders — while 191 added to existing stakes and 188 trimmed.

The largest buyer was First Trust Advisors, adding an estimated $88.4M. The largest seller was Citadel Advisors, exiting entirely with an estimated $60M sold.

  • 546 institutional investors held SEI Investments (SEIC) as of Q1 2025, up from 539 in Q4 2024.
  • Funds reported $7.27B of SEI Investments stock for Q1 2025, down 3.4% quarter-over-quarter.
  • 67 funds opened new SEI Investments positions in Q1 2025 and 52 closed out, a net change of +15 holders.
  • The largest SEI Investments buyer in Q1 2025 was First Trust Advisors, an estimated $88.4M added.
  • The largest SEI Investments seller in Q1 2025 was Citadel Advisors, an estimated $60M sold.

Based on aggregated 13F filings for Q1 2025.