SEIC icon

SEI Investments

538 hedge funds and large institutions have $7.19B invested in SEI Investments in 2025 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 188 increasing their positions, 183 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
538
Holders Change
+4
Holders Change %
+0.75%
% of All Funds
7.31%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.04%
New
68
Increased
188
Reduced
183
Closed
53
Calls
$4.19M
Puts
$427K
Net Calls
+$3.76M
Net Calls Change
-$1.3M
Name Holding Trade Value Shares
Change
Shares
Change %
AIM
401
Aigen Investment Management
New York
$216K +$216K +2,781 New
S
402
SignatureFD
Georgia
$214K -$4.5K -58 -2%
KPWS
403
Kestra Private Wealth Services
Texas
$213K +$1.32K +17 +0.6%
TMAM
404
Tokio Marine Asset Management
Japan
$208K +$15.5K +200 +8%
FFM
405
Forum Financial Management
Illinois
$208K +$208K +2,677 New
Janney Montgomery Scott
406
Janney Montgomery Scott
Pennsylvania
$206K +$206K +2,654 New
TA
407
TrueWealth Advisors
Alabama
$205K
GWA
408
GGM Wealth Advisors
Maryland
$202K
Baird Financial Group
409
Baird Financial Group
Wisconsin
$201K +$201K +2,589 New
IWA
410
Icon Wealth Advisors
Texas
$186K +$13.4K +172 +8%
IA
411
IFP Advisors
Florida
$158K +$114K +1,394 +257%
C
412
Covestor
United Kingdom
$151K -$14.9K -191 -9%
WSFS
413
Wilmington Savings Fund Society
Delaware
$147K +$9.47K +122 +7%
HCM
414
Hollencrest Capital Management
California
$147K
IGAM
415
iA Global Asset Management
Quebec, Canada
$142K +$15.6K +202 +12%
GC
416
Globeflex Capital
California
$140K
CCM
417
Coldstream Capital Management
Washington
$136K +$136K +1,748 New
HBT
418
Hills Bank & Trust
Iowa
$133K
HIIFS
419
Harel Insurance Investments & Financial Services
Israel
$132K +$132K +1,699 New
S
420
Sachetta
Massachusetts
$110K +$621 +8 +0.6%
Royal London Asset Management
421
Royal London Asset Management
United Kingdom
$110K +$110K +1,419 New
PS
422
Principal Securities
Iowa
$109K
CFB
423
Cullen/Frost Bankers
Texas
$106K +$99.5K +1,282 +1,563%
GWM
424
Geneos Wealth Management
Colorado
$105K +$79.7K +1,027 +309%
FFA
425
Farther Finance Advisors
California
$103K +$52.6K +681 +104%