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SEI Investments

561 hedge funds and large institutions have $8.09B invested in SEI Investments in 2025 Q2 according to their latest regulatory filings, with 107 funds opening new positions, 181 increasing their positions, 197 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

8% less repeat investments, than reductions

Existing positions increased: 181 | Existing positions reduced: 197

1.03% less ownership

Funds ownership: 73.35%72.33% (-1%)

Holders
561
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$5.11M
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CIG
376
Cullen Investment Group
Louisiana
$349K
MIM
377
Morningstar Investment Management
Illinois
$333K
PP
378
Prudential plc
United Kingdom
$331K
AWM
379
AE Wealth Management
Kansas
$330K
EC
380
EntryPoint Capital
New York
$324K
YIH
381
Y-Intercept (HK)
Hong Kong
$322K
PAG
382
Private Advisor Group
New Jersey
$321K
PCM
383
PAR Capital Management
Massachusetts
$315K
FC
384
Farringdon Capital
United Kingdom
$309K
SCM
385
Shelton Capital Management
Colorado
$308K
GWM
386
Gibbs Wealth Management
Georgia
$307K
MPI
387
Mairs & Power Inc
Minnesota
$297K
HR
388
Hardy Reed
Mississippi
$295K
LAM
389
Longboard Asset Management
Arizona
$294K
AFCM
390
Applied Finance Capital Management
Puerto Rico
$291K
M&T Bank
391
M&T Bank
New York
$289K
RCWM
392
Royal Capital Wealth Management
Indiana
$288K
Korea Investment Corp
393
Korea Investment Corp
South Korea
$285K
CWM
394
Congress Wealth Management
Massachusetts
$280K
NB
395
NBT Bank
New York
$275K
IFWM
396
Institute for Wealth Management
Colorado
$268K
FDCDDQ
397
Federation des caisses Desjardins du Quebec
Quebec, Canada
$267K
MWM
398
Modern Wealth Management
Kansas
$262K
MAS
399
Meeder Advisory Services
Ohio
$260K
LWL
400
Leo Wealth LLC
Texas
$259K