We are live on ! Find out more
SEIC icon

SEI Investments

548 hedge funds and large institutions have $7.51B 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

504% more call options, than puts

Call options by funds: $8.6M | Put options by funds: $1.43M

23% more repeat investments, than reductions

Existing positions increased: 209 | Existing positions reduced: 170

0.72% less ownership

Funds ownership: 72.35%71.63% (-0.72%)

3% less funds holding

Funds holding: 563548 (-15)

7% less capital invested

Capital invested by funds: $8.09B → $7.51B (-$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
548
Holders Change
-15
Holders Change %
-2.66%
% of All Funds
7.19%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.05%
New
60
Increased
209
Reduced
170
Closed
68
Calls
$8.6M
Puts
$1.43M
Net Calls
+$7.18M
Net Calls Change
+$2.07M
Name Holding Trade Value Shares
Change
Change in
Stake
PAS
401
Park Avenue Securities
New York
$223K +$233K +2,626 New
QCM
402
QRG Capital Management
Illinois
$222K +$23.6K +266 +11%
HH
403
Hilltop Holdings
Texas
$215K -$5.6K -63 -2%
SO
404
STRS Ohio
Ohio
$211K -$2.48M -27,924 -92%
DWT
405
Dorsey & Whitney Trust
South Dakota
$211K -$1.24K -14 -0.6%
CFG
406
Cooper Financial Group
California
$210K +$220K +2,476 New
SW
407
Simplicity Wealth
New Jersey
$210K +$220K +2,475 New
HAG
408
HighPoint Advisor Group
Illinois
$206K +$9.77K +110 +5%
AFG
409
Atomi Financial Group
New York
$202K +$212K +2,385 New
Cambridge Investment Research Advisors
410
Cambridge Investment Research Advisors
Iowa
$201K +$211K +2,375 New
FFA
411
Florida Financial Advisors
Florida
$201K -$149K -1,674 -41%
PS
412
Principal Securities
Iowa
$180K +$50.3K +566 +36%
HCM
413
Hollencrest Capital Management
California
$161K
PWS
414
Peterson Wealth Services
Utah
$149K +$442K +4,970 New
C
415
Covestor
United Kingdom
$147K -$6.31K -71 -4%
AGWCA
416
Annis Gardner Whiting Capital Advisors
Florida
$146K +$144K +1,618 +1,526%
EWA
417
EverSource Wealth Advisors
Alabama
$142K +$16K +180 +12%
HBT
418
Hills Bank & Trust
Iowa
$140K
FFA
419
Farther Finance Advisors
California
$131K -$21.1K -237 -13%
GRP
420
Global Retirement Partners
California
$127K +$3.82K +43 +3%
S
421
Sachetta
Massachusetts
$121K
WSFS
422
Wilmington Savings Fund Society
Delaware
$119K -$45.9K -517 -27%
VCM
423
Versant Capital Management
Arizona
$113K +$8.62K +97 +8%
Fifth Third Bancorp
424
Fifth Third Bancorp
Ohio
$112K
Simplex Trading
425
Simplex Trading
Illinois
$108K +$114K +1,281 New

SEIC Hedge Fund Activity: Q3 2025 in Review

548 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in SEI Investments (SEIC) for Q3 2025, worth a combined $7.51B — down 7.2% from $8.09B a quarter earlier.

Sellers outnumbered buyers: 68 funds closed out of SEIC and 60 opened new positions — a net loss of 8 holders — while 170 trimmed existing stakes and 209 added.

The largest buyer was Fidelity Investments, adding an estimated $45.5M. The largest seller was Azora Capital LP, exiting entirely with an estimated $69.9M sold.

  • 548 institutional investors held SEI Investments (SEIC) as of Q3 2025, down from 563 in Q2 2025.
  • Funds reported $7.51B of SEI Investments stock for Q3 2025, down 7.2% quarter-over-quarter.
  • 60 funds opened new SEI Investments positions in Q3 2025 and 68 closed out, a net change of -8 holders.
  • The largest SEI Investments buyer in Q3 2025 was Fidelity Investments, an estimated $45.5M added.
  • The largest SEI Investments seller in Q3 2025 was Azora Capital LP, an estimated $69.9M sold.

Based on aggregated 13F filings for Q3 2025.