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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
VNA
401
Valley National Advisers
Pennsylvania
$210K +$659 +8 +0.3%
Bessemer Group
402
Bessemer Group
New Jersey
$208K -$20.8K -252 -9%
AG
403
AlTi Global
New York
$208K +$218K +2,648 New
TA
404
TrueWealth Advisors
Alabama
$207K
HWM
405
HB Wealth Management
Georgia
$205K +$215K +2,610 New
AFG
406
Atomi Financial Group
New York
$201K -$576 -7 -0.3%
MAS
407
Meeder Advisory Services
Ohio
$201K -$13.8K -168 -6%
CG
408
Caprock Group
Idaho
$200K +$210K +2,554 New
MOS
409
MGO One Seven
Ohio
$200K +$210K +2,554 New
DWT
410
Dorsey & Whitney Trust
South Dakota
$200K +$2.39K +29 +1%
SO
411
STRS Ohio
Ohio
$192K -$329 -4 -0.2%
FFA
412
Farther Finance Advisors
California
$179K +$48.7K +591 +35%
PWS
413
Peterson Wealth Services
Utah
$174K +$37.9K +460 +26%
IA
414
IFP Advisors
Florida
$171K -$205K -2,488 -53%
HCM
415
Hollencrest Capital Management
California
$149K +$329 +4 +0.2%
VCM
416
Versant Capital Management
Arizona
$149K +$117K +1,425 +300%
Northwestern Mutual Wealth Management
417
Northwestern Mutual Wealth Management
Wisconsin
$140K +$1.48K +18 +1%
HBT
418
Hills Bank & Trust
Iowa
$129K
CCWM
419
Cassaday & Co Wealth Management
Virginia
$120K +$125K +1,524 New
AF
420
Allworth Financial
California
$116K +$44.1K +535 +57%
BNP Paribas Asset Management
421
BNP Paribas Asset Management
France
$116K +$21.9K +266 +22%
S
422
Sachetta
Massachusetts
$113K -$1.48K -18 -1%
WSFS
423
Wilmington Savings Fund Society
Delaware
$110K
National Bank of Canada
424
National Bank of Canada
Quebec, Canada
$107K +$17.2K +209 +18%
FSCM
425
Front Street Capital Management
Montana
$104K +$16.6K +201 +18%