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SEI Investments

565 hedge funds and large institutions have $7.06B invested in SEI Investments in 2026 Q1 according to their latest regulatory filings, with 74 funds opening new positions, 216 increasing their positions, 179 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 74 | Existing positions closed: 59

21% more repeat investments, than reductions

Existing positions increased: 216 | Existing positions reduced: 179

1% more funds holding

Funds holding: 559565 (+6)

0.88% more ownership

Funds ownership: 72.75%73.63% (+0.88%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

3% less capital invested

Capital invested by funds: $7.31B → $7.06B (-$246M)

51% less call options, than puts

Call options by funds: $3.65M | Put options by funds: $7.42M

Holders
565
Holders Change
+6
Holders Change %
+1.07%
% of All Funds
6.96%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
74
Increased
216
Reduced
179
Closed
59
Calls
$3.65M
Puts
$7.42M
Net Calls
-$3.77M
Net Calls Change
-$2.83M
Name Holding Trade Value Shares
Change
Change in
Stake
MPI
376
Mairs & Power Inc
Minnesota
$259K
HIP
377
HUB Investment Partners
Texas
$259K +$272K +3,300 New
RCWM
378
Royal Capital Wealth Management
Indiana
$251K +$82 +1 +0%
IFWM
379
Institute for Wealth Management
Colorado
$250K -$7.41K -90 -3%
AWAU
380
Alliance Wealth Advisors (Utah)
Utah
$249K -$126K -1,529 -32%
Korea Investment Corp
381
Korea Investment Corp
South Korea
$249K
BAAM
382
Baker Avenue Asset Management
California
$248K +$260K +3,157 New
SCM
383
Shelton Capital Management
Colorado
$247K
FFA
384
Florida Financial Advisors
Florida
$245K +$257K +3,119 New
HI
385
Horizon Investments
North Carolina
$244K -$9.72K -118 -4%
NB
386
NBT Bank
New York
$242K +$247K +2,999 +3,657%
ETC
387
Exchange Traded Concepts
Oklahoma
$240K -$11.1K -135 -4%
OWA
388
Outlook Wealth Advisors
Texas
$238K +$1.73K +21 +0.7%
GCM
389
Gallacher Capital Management
Colorado
$238K +$22.5K +273 +10%
CA
390
Claro Advisors
Massachusetts
$237K +$249K +3,025 New
NDSIB
391
North Dakota State Investment Board
North Dakota
$235K -$58.2K -707 -19%
TRCT
392
Tower Research Capital (TRC)
New York
$233K -$153K -1,858 -38%
CAG
393
Csenge Advisory Group
Florida
$233K +$244K +2,964 New
AFW
394
Avantra Family Wealth
Pennsylvania
$224K
Susquehanna International Group
395
Susquehanna International Group
Pennsylvania
$223K -$1.15M -13,997 -83%
OCA
396
OpenArc Corporate Advisory
Georgia
$214K +$225K +2,728 New
FPH
397
Financial Planning Hawaii
Hawaii
$213K
NG
398
Norden Group
Utah
$213K +$223K +2,712 New
VT
399
Vise Technologies
New York
$212K
RA
400
RFG Advisory
Alabama
$211K +$222K +2,693 New