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SEI Investments

546 hedge funds and large institutions have $7.27B invested in SEI Investments in 2025 Q1 according to their latest regulatory filings, with 67 funds opening new positions, 191 increasing their positions, 188 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

881% more call options, than puts

Call options by funds: $4.19M | Put options by funds: $427K

29% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 52

3.04% more ownership

Funds ownership: 70.76%73.8% (+3%)

1% more funds holding

Funds holding: 539546 (+7)

2% more repeat investments, than reductions

Existing positions increased: 191 | Existing positions reduced: 188

3% less capital invested

Capital invested by funds: $7.53B → $7.27B (-$257M)

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
546
Holders Change
+7
Holders Change %
+1.3%
% of All Funds
7.32%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.04%
New
67
Increased
191
Reduced
188
Closed
52
Calls
$4.19M
Puts
$427K
Net Calls
+$3.76M
Net Calls Change
-$1.3M
Name Holding Trade Value Shares
Change
Change in
Stake
HP
401
Haven Private
Florida
$223K -$264K -3,283 -53%
M&T Bank
402
M&T Bank
New York
$223K -$150K -1,860 -39%
GCM
403
Gallacher Capital Management
Colorado
$223K +$231K +2,871 New
AFW
404
Avantra Family Wealth
Pennsylvania
$221K
WA
405
Waverly Advisors
Alabama
$219K +$227K +2,825 New
HH
406
Hilltop Holdings
Texas
$216K -$402 -5 -0.2%
LWL
407
Leo Wealth LLC
Texas
$216K +$804 +10 +0.4%
AIM
408
Aigen Investment Management
New York
$216K +$224K +2,781 New
S
409
SignatureFD
Georgia
$214K -$4.66K -58 -2%
KPWS
410
Kestra Private Wealth Services
Texas
$213K +$1.37K +17 +0.6%
TMAM
411
Tokio Marine Asset Management
Japan
$208K +$16.1K +200 +8%
FFM
412
Forum Financial Management
Illinois
$208K +$215K +2,677 New
Janney Montgomery Scott
413
Janney Montgomery Scott
Pennsylvania
$206K +$213K +2,654 New
TA
414
TrueWealth Advisors
Alabama
$205K
GWA
415
GGM Wealth Advisors
Maryland
$202K
Baird Financial Group
416
Baird Financial Group
Wisconsin
$201K +$208K +2,589 New
IWA
417
Icon Wealth Advisors
Texas
$186K +$13.8K +172 +8%
IA
418
IFP Advisors
Florida
$158K +$112K +1,394 +257%
C
419
Covestor
United Kingdom
$151K -$15.4K -191 -9%
WSFS
420
Wilmington Savings Fund Society
Delaware
$147K +$9.81K +122 +7%
HCM
421
Hollencrest Capital Management
California
$147K
IGAM
422
iA Global Asset Management
Quebec, Canada
$142K +$16.2K +202 +12%
GC
423
Globeflex Capital
California
$140K
CCM
424
Coldstream Capital Management
Washington
$136K +$141K +1,748 New
HBT
425
Hills Bank & Trust
Iowa
$133K

SEIC Hedge Fund Activity: Q1 2025 in Review

546 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in SEI Investments (SEIC) for Q1 2025, worth a combined $7.27B — down 3.4% from $7.53B a quarter earlier.

Buyers outnumbered sellers: 67 funds opened new SEIC positions and 52 closed out — a net gain of 15 holders — while 191 added to existing stakes and 188 trimmed.

The largest buyer was First Trust Advisors, adding an estimated $88.4M. The largest seller was Citadel Advisors, exiting entirely with an estimated $60M sold.

  • 546 institutional investors held SEI Investments (SEIC) as of Q1 2025, up from 539 in Q4 2024.
  • Funds reported $7.27B of SEI Investments stock for Q1 2025, down 3.4% quarter-over-quarter.
  • 67 funds opened new SEI Investments positions in Q1 2025 and 52 closed out, a net change of +15 holders.
  • The largest SEI Investments buyer in Q1 2025 was First Trust Advisors, an estimated $88.4M added.
  • The largest SEI Investments seller in Q1 2025 was Citadel Advisors, an estimated $60M sold.

Based on aggregated 13F filings for Q1 2025.