SEIC icon

SEI Investments

538 hedge funds and large institutions have $7.19B invested in SEI Investments in 2025 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 188 increasing their positions, 183 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
538
Holders Change
+4
Holders Change %
+0.75%
% of All Funds
7.31%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.04%
New
68
Increased
188
Reduced
183
Closed
53
Calls
$4.19M
Puts
$427K
Net Calls
+$3.76M
Net Calls Change
-$1.3M
Name Holding Trade Value Shares
Change
Shares
Change %
AWAU
376
Alliance Wealth Advisors (Utah)
Utah
$283K +$79.9K +1,029 +39%
SCM
377
Shelton Capital Management
Colorado
$274K -$15.7K -202 -5%
Aberdeen Group
378
Aberdeen Group
United Kingdom
$263K
SIG
379
Stonegate Investment Group
Alabama
$262K -$3.03K -39 -1%
MPI
380
Mairs & Power Inc
Minnesota
$256K
HR
381
Hardy Reed
Mississippi
$255K
SC
382
Savant Capital
Illinois
$253K +$253K +3,257 New
LAM
383
Longboard Asset Management
Arizona
$251K
P
384
Pitcairn
Pennsylvania
$249K -$26.6K -343 -10%
RCWM
385
Royal Capital Wealth Management
Indiana
$248K
QC
386
Quadrature Capital
United Kingdom
$244K +$244K +3,138 New
NB
387
NBT Bank
New York
$236K +$1.48K +19 +0.6%
RIM
388
Rakuten Investment Management
Japan
$233K +$233K +3,023 New
OR
389
Olympiad Research
Connecticut
$232K +$232K +2,984 New
MAS
390
Meeder Advisory Services
Ohio
$227K -$15.1K -194 -6%
DZ Bank
391
DZ Bank
Germany
$226K +$226K +2,913 New
DFCM
392
Dark Forest Capital Management
Puerto Rico
$225K -$362K -4,669 -62%
BMSSC
393
B. Metzler seel. Sohn & Co
Germany
$224K
HP
394
Haven Private
Florida
$223K -$255K -3,283 -53%
M&T Bank
395
M&T Bank
New York
$223K -$144K -1,860 -39%
GCM
396
Gallacher Capital Management
Colorado
$223K +$223K +2,871 New
AFW
397
Avantra Family Wealth
Pennsylvania
$221K
WA
398
Waverly Advisors
Alabama
$219K +$219K +2,825 New
HH
399
Hilltop Holdings
Texas
$216K -$388 -5 -0.2%
LWL
400
Leo Wealth LLC
Texas
$216K +$776 +10 +0.4%