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SEI Investments

559 hedge funds and large institutions have $7.31B invested in SEI Investments in 2025 Q4 according to their latest regulatory filings, with 79 funds opening new positions, 200 increasing their positions, 192 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 57

2% more funds holding

Funds holding: 548559 (+11)

1.13% more ownership

Funds ownership: 71.63%72.75% (+1.1%)

4% more repeat investments, than reductions

Existing positions increased: 200 | Existing positions reduced: 192

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

3% less capital invested

Capital invested by funds: $7.51B → $7.31B (-$199M)

65% less call options, than puts

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

Holders
559
Holders Change
+11
Holders Change %
+2.01%
% of All Funds
6.8%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
79
Increased
200
Reduced
192
Closed
57
Calls
$509K
Puts
$1.45M
Net Calls
-$943K
Net Calls Change
-$8.12M
Name Holding Trade Value Shares
Change
Change in
Stake
AUB
376
Atlantic Union Bankshares
Virginia
$271K
MPI
377
Mairs & Power Inc
Minnesota
$271K
IFWM
378
Institute for Wealth Management
Colorado
$269K -$7.15K -87 -3%
KIM
379
Kestra Investment Management
Texas
$267K -$47.6K -579 -15%
HI
380
Horizon Investments
North Carolina
$264K -$4.87M -59,271 -95%
RCWM
381
Royal Capital Wealth Management
Indiana
$263K
ETC
382
Exchange Traded Concepts
Oklahoma
$262K +$262K +3,193 New
Korea Investment Corp
383
Korea Investment Corp
South Korea
$260K
SCM
384
Shelton Capital Management
Colorado
$258K -$23.4K -285 -8%
BAM
385
Blueshift Asset Management
New Jersey
$256K -$33.9K -413 -12%
NB
386
NBT Bank
New York
$251K -$247 -3 -4%
UCFA
387
United Capital Financial Advisors
Texas
$247K +$248K +3,016 New
OWA
388
Outlook Wealth Advisors
Texas
$247K +$4.68K +57 +2%
PA
389
PharVision Advisers
Florida
$247K +$25.4K +309 +11%
FFM
390
Forum Financial Management
Illinois
$246K +$164 +2 +0.1%
SC
391
Syon Capital
California
$243K -$16.6K -202 -6%
GWM
392
Gibbs Wealth Management
Georgia
$242K -$14.3K -174 -6%
Bessemer Group
393
Bessemer Group
New Jersey
$238K -$138K -1,678 -37%
AFW
394
Avantra Family Wealth
Pennsylvania
$234K
SW
395
Simplicity Wealth
New Jersey
$232K +$29.3K +357 +14%
BIG
396
Brooklyn Investment Group
New York
$227K +$222K +2,706 New
GCM
397
Gallacher Capital Management
Colorado
$226K -$3.12K -38 -1%
ECM
398
Everence Capital Management
Indiana
$224K
MAS
399
Meeder Advisory Services
Ohio
$224K -$10.4K -126 -4%
FPH
400
Financial Planning Hawaii
Hawaii
$223K +$224K +2,720 New