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SEI Investments

550 hedge funds and large institutions have $7.29B invested in SEI Investments in 2025 Q4 according to their latest regulatory filings, with 73 funds opening new positions, 198 increasing their positions, 193 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more ownership

Funds ownership:

more funds holding

Funds holding:

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

3% less capital invested

Capital invested by funds: $7.5B → $7.29B (-$218M)

65% less call options, than puts

Call options by funds: $509K | Put options by funds: $1.45M

Holders
550
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$509K
Puts
$1.45M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ETC
376
Exchange Traded Concepts
Oklahoma
$262K
Korea Investment Corp
377
Korea Investment Corp
South Korea
$260K
SCM
378
Shelton Capital Management
Colorado
$258K
WIA
379
World Investment Advisors
California
$256K
BAM
380
Blueshift Asset Management
New Jersey
$256K
NB
381
NBT Bank
New York
$251K
UCFA
382
United Capital Financial Advisors
Texas
$247K
OWA
383
Outlook Wealth Advisors
Texas
$247K
PA
384
PharVision Advisers
Florida
$247K
FFM
385
Forum Financial Management
Illinois
$246K
SC
386
Syon Capital
California
$243K
GWM
387
Gibbs Wealth Management
Georgia
$242K
Bessemer Group
388
Bessemer Group
New Jersey
$238K
AFW
389
Avantra Family Wealth
Pennsylvania
$234K
SW
390
Simplicity Wealth
New Jersey
$232K
BIG
391
Brooklyn Investment Group
New York
$227K
GCM
392
Gallacher Capital Management
Colorado
$226K
ECM
393
Everence Capital Management
Indiana
$224K
MAS
394
Meeder Advisory Services
Ohio
$224K
FPH
395
Financial Planning Hawaii
Hawaii
$223K
MMA
396
Miracle Mile Advisors
California
$220K
VNA
397
Valley National Advisers
Pennsylvania
$219K
TC
398
TwinBeech Capital
New York
$219K
AA
399
Apriem Advisors
California
$217K
TA
400
TrueWealth Advisors
Alabama
$217K