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SEI Investments

562 hedge funds and large institutions have $7.06B invested in SEI Investments in 2026 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 215 increasing their positions, 177 reducing their positions, and 61 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: $7.31B → $7.06B (-$247M)

51% less call options, than puts

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

Holders
562
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
$3.65M
Puts
$7.42M
Net Calls
Net Calls Change

Top Buyers

1 +$146M
2 +$61.7M
3 +$45.6M
4
BlackRock
BlackRock
New York
+$38.9M
5
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
+$23.6M

Top Sellers

1 -$48.3M
2 -$36.1M
3 -$26.3M
4
Morgan Stanley
Morgan Stanley
New York
-$23.3M
5
Millennium Management
Millennium Management
New York
-$20.8M
Name Holding Trade Value Shares
Change
Change in
Stake
RCWM
376
Royal Capital Wealth Management
Indiana
$251K
IFWM
377
Institute for Wealth Management
Colorado
$250K
AWAU
378
Alliance Wealth Advisors (Utah)
Utah
$249K
Korea Investment Corp
379
Korea Investment Corp
South Korea
$249K
BAAM
380
Baker Avenue Asset Management
California
$248K
SCM
381
Shelton Capital Management
Colorado
$247K
FFA
382
Florida Financial Advisors
Florida
$245K
HI
383
Horizon Investments
North Carolina
$244K
NB
384
NBT Bank
New York
$242K
ETC
385
Exchange Traded Concepts
Oklahoma
$240K
OWA
386
Outlook Wealth Advisors
Texas
$238K
GCM
387
Gallacher Capital Management
Colorado
$238K
CA
388
Claro Advisors
Massachusetts
$237K
NDSIB
389
North Dakota State Investment Board
North Dakota
$235K
TRCT
390
Tower Research Capital (TRC)
New York
$233K
CAG
391
Csenge Advisory Group
Florida
$233K
AFW
392
Avantra Family Wealth
Pennsylvania
$224K
Susquehanna International Group
393
Susquehanna International Group
Pennsylvania
$223K
OCA
394
OpenArc Corporate Advisory
Georgia
$214K
FPH
395
Financial Planning Hawaii
Hawaii
$213K
NG
396
Norden Group
Utah
$213K
VT
397
Vise Technologies
New York
$212K
RA
398
RFG Advisory
Alabama
$211K
VNA
399
Valley National Advisers
Pennsylvania
$210K
Bessemer Group
400
Bessemer Group
New Jersey
$208K