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SEI Investments

546 hedge funds and large institutions have $7.5B invested in SEI Investments in 2025 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 209 increasing their positions, 170 reducing their positions, and 68 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: $8.09B → $7.5B (-$584M)

12% less first-time investments, than exits

New positions opened: 60 | Existing positions closed: 68

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
546
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 -$51.3M
3 -$28.7M
4
Jane Street
Jane Street
New York
-$23.8M
5
BTW
Boston Trust Walden
Massachusetts
-$23.5M
Name Holding Trade Value Shares
Change
Change in
Stake
QCM
401
QRG Capital Management
Illinois
$222K
HH
402
Hilltop Holdings
Texas
$215K
SO
403
STRS Ohio
Ohio
$211K
DWT
404
Dorsey & Whitney Trust
South Dakota
$211K
CFG
405
Cooper Financial Group
California
$210K
SW
406
Simplicity Wealth
New Jersey
$210K
HAG
407
HighPoint Advisor Group
Illinois
$206K
AFG
408
Atomi Financial Group
New York
$202K
Cambridge Investment Research Advisors
409
Cambridge Investment Research Advisors
Iowa
$201K
FFA
410
Florida Financial Advisors
Florida
$201K
PS
411
Principal Securities
Iowa
$180K
HCM
412
Hollencrest Capital Management
California
$161K
PWS
413
Peterson Wealth Services
Utah
$149K
C
414
Covestor
United Kingdom
$147K
AGWCA
415
Annis Gardner Whiting Capital Advisors
Florida
$146K
EWA
416
EverSource Wealth Advisors
Alabama
$142K
HBT
417
Hills Bank & Trust
Iowa
$140K
FFA
418
Farther Finance Advisors
California
$131K
GRP
419
Global Retirement Partners
California
$127K
S
420
Sachetta
Massachusetts
$121K
WSFS
421
Wilmington Savings Fund Society
Delaware
$119K
VCM
422
Versant Capital Management
Arizona
$113K
Fifth Third Bancorp
423
Fifth Third Bancorp
Ohio
$112K
Simplex Trading
424
Simplex Trading
Illinois
$108K
ASN
425
Advisory Services Network
Georgia
$101K