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SEI Investments

558 hedge funds and large institutions have $8.07B invested in SEI Investments in 2025 Q2 according to their latest regulatory filings, with 107 funds opening new positions, 180 increasing their positions, 195 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

0.82% less ownership

Funds ownership: 73.01%72.2% (-0.82%)

8% less repeat investments, than reductions

Existing positions increased: 180 | Existing positions reduced: 195

Holders
558
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$5.11M
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AFW
401
Avantra Family Wealth
Pennsylvania
$256K
SC
402
Syon Capital
California
$255K
CW
403
CreativeOne Wealth
Kansas
$255K
S
404
SignatureFD
Georgia
$253K
IWA
405
Icon Wealth Advisors
Texas
$252K
ECM
406
Everence Capital Management
Indiana
$245K
FFM
407
Forum Financial Management
Illinois
$241K
AA
408
Apriem Advisors
California
$238K
TA
409
TrueWealth Advisors
Alabama
$237K
HH
410
Hilltop Holdings
Texas
$233K
P
411
Pitcairn
Pennsylvania
$229K
CL
412
Choreo LLC
Illinois
$225K
DWT
413
Dorsey & Whitney Trust
South Dakota
$224K
JWCA
414
J.W. Coons Advisors
Ohio
$218K
SRL
415
Scientech Research LLC
New Jersey
$216K
QCM
416
QRG Capital Management
Illinois
$211K
Koshinski Asset Management
417
Koshinski Asset Management
Illinois
$211K
EWA
418
EP Wealth Advisors
California
$210K
HAG
419
HighPoint Advisor Group
Illinois
$208K
TRCT
420
Tower Research Capital (TRC)
New York
$207K
PFWA
421
Paces Ferry Wealth Advisors
Georgia
$207K
CPIG
422
Chicago Partners Investment Group
Illinois
$205K
MYAM
423
Meiji Yasuda Asset Management
Japan
$204K
CA
424
Claro Advisors
Massachusetts
$201K
GPW
425
Genesis Private Wealth
Virginia
$201K