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SEI Investments

548 hedge funds and large institutions have $7.51B invested in SEI Investments in 2025 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 209 increasing their positions, 170 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

504% more call options, than puts

Call options by funds: $8.6M | Put options by funds: $1.43M

23% more repeat investments, than reductions

Existing positions increased: 209 | Existing positions reduced: 170

0.72% less ownership

Funds ownership: 72.35%71.63% (-0.72%)

3% less funds holding

Funds holding: 563548 (-15)

7% less capital invested

Capital invested by funds: $8.09B → $7.51B (-$584M)

12% less first-time investments, than exits

New positions opened: 60 | Existing positions closed: 68

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
548
Holders Change
-15
Holders Change %
-2.66%
% of All Funds
7.19%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.05%
New
60
Increased
209
Reduced
170
Closed
68
Calls
$8.6M
Puts
$1.43M
Net Calls
+$7.18M
Net Calls Change
+$2.07M
Name Holding Trade Value Shares
Change
Change in
Stake
Korea Investment Corp
376
Korea Investment Corp
South Korea
$269K
SC
377
Syon Capital
California
$268K +$28.4K +320 +11%
ST
378
Sageworth Trust
Pennsylvania
$260K +$273K +3,070 New
NB
379
NBT Bank
New York
$260K -$265K -2,977 -97%
FFM
380
Forum Financial Management
Illinois
$255K +$28.7K +323 +12%
TRCT
381
Tower Research Capital (TRC)
New York
$254K +$61K +687 +30%
LWL
382
Leo Wealth LLC
Texas
$253K +$8.97K +101 +3%
GWM
383
Gibbs Wealth Management
Georgia
$252K -$40.4K -455 -13%
OWA
384
Outlook Wealth Advisors
Texas
$251K +$263K +2,958 New
PCMH
385
Polymer Capital Management (HK)
Hong Kong
$249K +$261K +2,935 New
MAS
386
Meeder Advisory Services
Ohio
$242K -$3.91K -44 -2%
AFW
387
Avantra Family Wealth
Pennsylvania
$242K
VNA
388
Valley National Advisers
Pennsylvania
$240K -$111K -1,246 -31%
SPIA
389
Steward Partners Investment Advisory
New York
$240K +$125K +1,412 +100%
GCM
390
Gallacher Capital Management
Colorado
$237K +$249K +2,797 New
MWM
391
Modern Wealth Management
Kansas
$235K -$12.3K -138 -5%
SIG
392
Stonegate Investment Group
Alabama
$235K -$158K -1,774 -39%
S
393
SignatureFD
Georgia
$234K -$4.8K -54 -2%
ECM
394
Everence Capital Management
Indiana
$232K
I
395
InceptionR
California
$231K +$241K +2,717 New
NG
396
Norden Group
Utah
$230K +$241K +2,716 New
PA
397
PharVision Advisers
Florida
$229K +$240K +2,699 New
CL
398
Choreo LLC
Illinois
$229K +$17.5K +197 +8%
AA
399
Apriem Advisors
California
$225K
TA
400
TrueWealth Advisors
Alabama
$224K

SEIC Hedge Fund Activity: Q3 2025 in Review

548 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in SEI Investments (SEIC) for Q3 2025, worth a combined $7.51B — down 7.2% from $8.09B a quarter earlier.

Sellers outnumbered buyers: 68 funds closed out of SEIC and 60 opened new positions — a net loss of 8 holders — while 170 trimmed existing stakes and 209 added.

The largest buyer was Fidelity Investments, adding an estimated $45.5M. The largest seller was Azora Capital LP, exiting entirely with an estimated $69.9M sold.

  • 548 institutional investors held SEI Investments (SEIC) as of Q3 2025, down from 563 in Q2 2025.
  • Funds reported $7.51B of SEI Investments stock for Q3 2025, down 7.2% quarter-over-quarter.
  • 60 funds opened new SEI Investments positions in Q3 2025 and 68 closed out, a net change of -8 holders.
  • The largest SEI Investments buyer in Q3 2025 was Fidelity Investments, an estimated $45.5M added.
  • The largest SEI Investments seller in Q3 2025 was Azora Capital LP, an estimated $69.9M sold.

Based on aggregated 13F filings for Q3 2025.