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SEI Investments

539 hedge funds and large institutions have $7.53B invested in SEI Investments in 2024 Q4 according to their latest regulatory filings, with 94 funds opening new positions, 161 increasing their positions, 186 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

646% more call options, than puts

Call options by funds: $5.85M | Put options by funds: $784K

400% more funds holding in top 10

Funds holding in top 10: 15 (+4)

96% more first-time investments, than exits

New positions opened: 94 | Existing positions closed: 48

19% more capital invested

Capital invested by funds: $6.35B → $7.53B (+$1.18B)

8% more funds holding

Funds holding: 500539 (+39)

0.15% more ownership

Funds ownership: 70.61%70.76% (+0.15%)

13% less repeat investments, than reductions

Existing positions increased: 161 | Existing positions reduced: 186

Holders
539
Holders Change
+39
Holders Change %
+7.8%
% of All Funds
7.1%
Holding in Top 10
5
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+400%
% of All Funds
0.07%
New
94
Increased
161
Reduced
186
Closed
48
Calls
$5.85M
Puts
$784K
Net Calls
+$5.06M
Net Calls Change
+$11.6M
Name Holding Trade Value Shares
Change
Change in
Stake
HH
401
Hilltop Holdings
Texas
$230K +$219K +2,787 New
LWL
402
Leo Wealth LLC
Texas
$229K +$217K +2,772 New
KPWS
403
Kestra Private Wealth Services
Texas
$225K +$214K +2,730 New
JWCA
404
J.W. Cole Advisors
Florida
$224K +$213K +2,720 New
NA
405
NewEdge Advisors
Louisiana
$222K -$28.7K -366 -12%
TA
406
TrueWealth Advisors
Alabama
$218K +$207K +2,640 New
AWAU
407
Alliance Wealth Advisors (Utah)
Utah
$216K +$205K +2,618 New
GWA
408
GGM Wealth Advisors
Maryland
$216K +$204K +2,600 New
AC
409
Allstate Corporation
Illinois
$216K +$205K +2,614 New
HB
410
HTLF Bank
Colorado
$214K +$204K +2,600 New
IAIM
411
International Assets Investment Management
Florida
$209K -$314 -4 -0.2%
BW
412
Bison Wealth
Georgia
$207K +$197K +2,511 New
PFWA
413
Paces Ferry Wealth Advisors
Georgia
$207K +$196K +2,504 New
ET
414
Entropy Technologies
New York
$206K +$196K +2,501 New
TMAM
415
Tokio Marine Asset Management
Japan
$205K +$195K +2,485 New
GDP
416
Great Diamond Partners
Maine
$203K +$193K +2,463 New
PP
417
Prudential plc
United Kingdom
$200K +$191K +2,429 New
IWA
418
Icon Wealth Advisors
Texas
$183K +$863 +11 +0.5%
C
419
Covestor
United Kingdom
$176K +$549 +7 +0.3%
VWM
420
Venturi Wealth Management
Texas
$174K +$11.3K +144 +7%
KI
421
Kapitalo Investimentos
Brazil
$164K +$156K +1,983 New
Bessemer Group
422
Bessemer Group
New Jersey
$158K +$7.92K +101 +6%
HCM
423
Hollencrest Capital Management
California
$156K
GC
424
Globeflex Capital
California
$148K +$141K +1,800 New
WSFS
425
Wilmington Savings Fund Society
Delaware
$146K -$285K -3,635 -67%

SEIC Hedge Fund Activity: Q4 2024 in Review

539 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in SEI Investments (SEIC) for Q4 2024, worth a combined $7.53B — up 19% from $6.35B a quarter earlier.

Buyers outnumbered sellers: 94 funds opened new SEIC positions and 48 closed out — a net gain of 46 holders — while 161 added to existing stakes and 186 trimmed.

The largest buyer was Norges Bank, adding an estimated $36.7M. The largest seller was Beutel, Goodman & Co, cutting an estimated $106M.

  • 539 institutional investors held SEI Investments (SEIC) as of Q4 2024, up from 500 in Q3 2024.
  • Funds reported $7.53B of SEI Investments stock for Q4 2024, up 19% quarter-over-quarter.
  • 94 funds opened new SEI Investments positions in Q4 2024 and 48 closed out, a net change of +46 holders.
  • The largest SEI Investments buyer in Q4 2024 was Norges Bank, an estimated $36.7M added.
  • The largest SEI Investments seller in Q4 2024 was Beutel, Goodman & Co, an estimated $106M sold.

Based on aggregated 13F filings for Q4 2024.