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SEI Investments
SEIC

Overview Fund Activity

557 hedge funds and large institutions have $8.07B invested in SEI Investments in 2025 Q2 according to their latest regulatory filings, with 108 funds opening new positions, 180 increasing their positions, 194 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
557
Holders Change
+19
Holders Change %
+3.53%
% of All Funds
7.47%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.07%
New
108
Increased
180
Reduced
194
Closed
78
Calls
$5.11M
Puts
–
Net Calls
+$5.11M
Net Calls Change
+$1.35M

Top Buyers

1
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$133M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$101M
3
JAM
Jupiter Asset Management
United Kingdom
$37.5M
4
ACL
Azora Capital LP
Florida
$69.9M
5
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$92.2M

Top Sellers

1
BlackRock
BlackRock
New York
$827M
2
State Street
State Street
Massachusetts
$426M
3
Amundi
Amundi
France
$14.5M
4
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$74K
5
AS
Aware Super
Australia
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AFW
401
Avantra Family Wealth
Pennsylvania
$256K – – –
SC
402
Syon Capital
California
$255K +$255K +2,840 New
CW
403
CreativeOne Wealth
Kansas
$255K -$118K -1,313 -32%
S
404
SignatureFD
Georgia
$253K +$4.94K +55 +2%
IWA
405
Icon Wealth Advisors
Texas
$252K +$36.4K +405 +17%
ECM
406
Everence Capital Management
Indiana
$245K +$245K +2,730 New
FFM
407
Forum Financial Management
Illinois
$241K +$180 +2 +0.1%
AA
408
Apriem Advisors
California
$238K +$238K +2,648 New
TA
409
TrueWealth Advisors
Alabama
$237K – – –
HH
410
Hilltop Holdings
Texas
$233K -$16.8K -187 -7%
P
411
Pitcairn
Pennsylvania
$229K -$59.3K -660 -21%
CL
412
Choreo LLC
Illinois
$225K +$225K +2,500 New
DWT
413
Dorsey & Whitney Trust
South Dakota
$224K +$224K +2,497 New
JWCA
414
J.W. Coons Advisors
Ohio
$218K +$218K +2,430 New
SRL
415
Scientech Research LLC
New Jersey
$216K +$216K +2,399 New
QCM
416
QRG Capital Management
Illinois
$211K +$211K +2,349 New
Koshinski Asset Management
417
Koshinski Asset Management
Illinois
$211K +$211K +2,346 New
EWA
418
EP Wealth Advisors
California
$210K +$210K +2,336 New
HAG
419
HighPoint Advisor Group
Illinois
$208K +$208K +2,313 New
TRCT
420
Tower Research Capital (TRC)
New York
$207K -$223K -2,478 -52%
PFWA
421
Paces Ferry Wealth Advisors
Georgia
$207K +$207K +2,300 New
CPIG
422
Chicago Partners Investment Group
Illinois
$205K +$205K +2,282 New
MYAM
423
Meiji Yasuda Asset Management
Japan
$204K -$153K -1,702 -43%
CA
424
Claro Advisors
Massachusetts
$201K +$201K +2,241 New
GPW
425
Genesis Private Wealth
Virginia
$201K +$201K +2,235 New
15 16
17
18 19