SEIC icon

SEI Investments

535 hedge funds and large institutions have $7.49B invested in SEI Investments in 2025 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 204 increasing their positions, 168 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less ownership

Funds ownership:

less funds holding

Funds holding:

7% less capital invested

Capital invested by funds: $8.08B → $7.49B (-$592M)

13% less first-time investments, than exits

New positions opened: 60 | Existing positions closed: 69

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
535
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
$8.6M
Puts
$1.43M
Net Calls
Net Calls Change

Top Sellers

1 -$69.9M
2 -$49M
3 -$27.4M
4
Jane Street
Jane Street
New York
-$22.7M
5
BTW
Boston Trust Walden
Massachusetts
-$22.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Cambridge Investment Research Advisors
401
Cambridge Investment Research Advisors
Iowa
$201K
FFA
402
Florida Financial Advisors
Florida
$201K
PS
403
Principal Securities
Iowa
$180K
HCM
404
Hollencrest Capital Management
California
$161K
PWS
405
Peterson Wealth Services
Utah
$149K
C
406
Covestor
United Kingdom
$147K
AGWCA
407
Annis Gardner Whiting Capital Advisors
Florida
$146K
EWA
408
EverSource Wealth Advisors
Alabama
$142K
HBT
409
Hills Bank & Trust
Iowa
$140K
FFA
410
Farther Finance Advisors
California
$131K
GRP
411
Global Retirement Partners
California
$127K
S
412
Sachetta
Massachusetts
$121K
WSFS
413
Wilmington Savings Fund Society
Delaware
$119K
VCM
414
Versant Capital Management
Arizona
$113K
Fifth Third Bancorp
415
Fifth Third Bancorp
Ohio
$112K
Simplex Trading
416
Simplex Trading
Illinois
$108K
ASN
417
Advisory Services Network
Georgia
$101K
BTI
418
Blue Trust Inc
Georgia
$97.7K
Northwestern Mutual Wealth Management
419
Northwestern Mutual Wealth Management
Wisconsin
$92.1K
HCA
420
Harbor Capital Advisors
Illinois
$83K
SC
421
SouthState Corp
Florida
$80.7K
ERSOT
422
Employees Retirement System of Texas
Texas
$77K
LWCFA
423
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$73.4K
W
424
WealthCollab
Washington
$65K
PTC
425
Private Trust Company
Ohio
$58.5K