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SEI Investments

563 hedge funds and large institutions have $8.09B invested in SEI Investments in 2025 Q2 according to their latest regulatory filings, with 105 funds opening new positions, 184 increasing their positions, 197 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

31% more first-time investments, than exits

New positions opened: 105 | Existing positions closed: 80

11% more capital invested

Capital invested by funds: $7.27B → $8.09B (+$824M)

3% more funds holding

Funds holding: 546563 (+17)

7% less repeat investments, than reductions

Existing positions increased: 184 | Existing positions reduced: 197

1.46% less ownership

Funds ownership: 73.8%72.35% (-1.5%)

Holders
563
Holders Change
+17
Holders Change %
+3.11%
% of All Funds
7.41%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.07%
New
105
Increased
184
Reduced
197
Closed
80
Calls
$5.11M
Puts
Net Calls
+$5.11M
Net Calls Change
+$1.34M
Name Holding Trade Value Shares
Change
Change in
Stake
CIA
376
Citadel Investment Advisory
Ohio
$354K
LA
377
Lindenwold Advisors
Pennsylvania
$350K -$1.45K -18 -0.5%
CIG
378
Cullen Investment Group
Louisiana
$349K +$1.77K +22 +0.6%
MIM
379
Morningstar Investment Management
Illinois
$333K +$299K +3,706 New
PP
380
Prudential plc
United Kingdom
$331K -$196K -2,429 -40%
AWM
381
AE Wealth Management
Kansas
$330K -$14.3K -177 -5%
EC
382
EntryPoint Capital
New York
$324K -$39.2K -487 -12%
YIH
383
Y-Intercept (HK)
Hong Kong
$322K +$289K +3,585 New
PAG
384
Private Advisor Group
New Jersey
$321K +$288K +3,576 New
PCM
385
PAR Capital Management
Massachusetts
$315K -$322K -4,000 -53%
FC
386
Farringdon Capital
United Kingdom
$309K +$277K +3,438 New
SCM
387
Shelton Capital Management
Colorado
$308K -$7.98K -99 -3%
GWM
388
Gibbs Wealth Management
Georgia
$307K +$276K +3,419 New
MPI
389
Mairs & Power Inc
Minnesota
$297K
HR
390
Hardy Reed
Mississippi
$295K
LAM
391
Longboard Asset Management
Arizona
$294K +$2.82K +35 +1%
AFCM
392
Applied Finance Capital Management
Puerto Rico
$291K +$261K +3,238 New
M&T Bank
393
M&T Bank
New York
$289K +$27.5K +341 +12%
RCWM
394
Royal Capital Wealth Management
Indiana
$288K +$81 +1 +0%
Korea Investment Corp
395
Korea Investment Corp
South Korea
$285K -$8.99M -111,512 -97%
CWM
396
Congress Wealth Management
Massachusetts
$280K +$251K +3,120 New
NB
397
NBT Bank
New York
$275K +$1.37K +17 +0.6%
IFWM
398
Institute for Wealth Management
Colorado
$268K +$240K +2,982 New
FDCDDQ
399
Federation des caisses Desjardins du Quebec
Quebec, Canada
$267K -$322K -3,991 -57%
MWM
400
Modern Wealth Management
Kansas
$262K +$235K +2,911 New

SEIC Hedge Fund Activity: Q2 2025 in Review

563 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in SEI Investments (SEIC) for Q2 2025, worth a combined $8.09B — up 11% from $7.27B a quarter earlier.

Buyers outnumbered sellers: 105 funds opened new SEIC positions and 80 closed out — a net gain of 25 holders — while 184 added to existing stakes and 197 trimmed.

The largest buyer was Lord, Abbett & Co, adding an estimated $65.8M. The largest seller was BlackRock, cutting an estimated $175M.

  • 563 institutional investors held SEI Investments (SEIC) as of Q2 2025, up from 546 in Q1 2025.
  • Funds reported $8.09B of SEI Investments stock for Q2 2025, up 11% quarter-over-quarter.
  • 105 funds opened new SEI Investments positions in Q2 2025 and 80 closed out, a net change of +25 holders.
  • The largest SEI Investments buyer in Q2 2025 was Lord, Abbett & Co, an estimated $65.8M added.
  • The largest SEI Investments seller in Q2 2025 was BlackRock, an estimated $175M sold.

Based on aggregated 13F filings for Q2 2025.