SEIC icon

SEI Investments

553 hedge funds and large institutions have $7.3B invested in SEI Investments in 2025 Q4 according to their latest regulatory filings, with 75 funds opening new positions, 200 increasing their positions, 192 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more ownership

Funds ownership:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

3% less capital invested

Capital invested by funds: $7.5B → $7.3B (-$202M)

65% less call options, than puts

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

Holders
553
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
KIM
376
Kestra Investment Management
Texas
$267K
HI
377
Horizon Investments
North Carolina
$264K
RCWM
378
Royal Capital Wealth Management
Indiana
$263K
ETC
379
Exchange Traded Concepts
Oklahoma
$262K
Korea Investment Corp
380
Korea Investment Corp
South Korea
$260K
SCM
381
Shelton Capital Management
Colorado
$258K
BAM
382
Blueshift Asset Management
New Jersey
$256K
NB
383
NBT Bank
New York
$251K
UCFA
384
United Capital Financial Advisors
Texas
$247K
OWA
385
Outlook Wealth Advisors
Texas
$247K
PA
386
PharVision Advisers
Florida
$247K
FFM
387
Forum Financial Management
Illinois
$246K
SC
388
Syon Capital
California
$243K
GWM
389
Gibbs Wealth Management
Georgia
$242K
Bessemer Group
390
Bessemer Group
New Jersey
$238K
AFW
391
Avantra Family Wealth
Pennsylvania
$234K
SW
392
Simplicity Wealth
New Jersey
$232K
BIG
393
Brooklyn Investment Group
New York
$227K
GCM
394
Gallacher Capital Management
Colorado
$226K
ECM
395
Everence Capital Management
Indiana
$224K
MAS
396
Meeder Advisory Services
Ohio
$224K
FPH
397
Financial Planning Hawaii
Hawaii
$223K
MMA
398
Miracle Mile Advisors
California
$220K
VNA
399
Valley National Advisers
Pennsylvania
$219K
TC
400
TwinBeech Capital
New York
$219K