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SEI Investments

559 hedge funds and large institutions have $7.31B invested in SEI Investments in 2025 Q4 according to their latest regulatory filings, with 79 funds opening new positions, 200 increasing their positions, 192 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 57

2% more funds holding

Funds holding: 548559 (+11)

1.13% more ownership

Funds ownership: 71.63%72.75% (+1.1%)

4% more repeat investments, than reductions

Existing positions increased: 200 | Existing positions reduced: 192

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

3% less capital invested

Capital invested by funds: $7.51B → $7.31B (-$199M)

65% less call options, than puts

Call options by funds: $509K | Put options by funds: $1.45M

Holders
559
Holders Change
+11
Holders Change %
+2.01%
% of All Funds
6.8%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
79
Increased
200
Reduced
192
Closed
57
Calls
$509K
Puts
$1.45M
Net Calls
-$943K
Net Calls Change
-$8.12M
Name Holding Trade Value Shares
Change
Change in
Stake
MMA
401
Miracle Mile Advisors
California
$220K +$220K +2,679 New
VNA
402
Valley National Advisers
Pennsylvania
$219K -$12.8K -156 -6%
TC
403
TwinBeech Capital
New York
$219K +$219K +2,667 New
AA
404
Apriem Advisors
California
$217K
TA
405
TrueWealth Advisors
Alabama
$217K
VT
406
Vise Technologies
New York
$212K +$213K +2,590 New
AFG
407
Atomi Financial Group
New York
$211K +$15.1K +184 +8%
EWA
408
EverSource Wealth Advisors
Alabama
$209K +$71.1K +865 +52%
LNWTC
409
Laird Norton Wetherby Trust Company
Washington
$208K +$207K +2,523 New
DWT
410
Dorsey & Whitney Trust
South Dakota
$207K +$3.21K +39 +2%
SO
411
STRS Ohio
Ohio
$201K -$2.96K -36 -1%
BC
412
Bayforest Capital
United Kingdom
$164K -$239K -2,907 -59%
HCM
413
Hollencrest Capital Management
California
$156K
Northwestern Mutual Wealth Management
414
Northwestern Mutual Wealth Management
Wisconsin
$145K +$56.1K +683 +63%
PWS
415
Peterson Wealth Services
Utah
$144K -$264K -3,217 -65%
FFA
416
Farther Finance Advisors
California
$140K +$13.2K +161 +10%
HBT
417
Hills Bank & Trust
Iowa
$135K
C
418
Covestor
United Kingdom
$126K -$16.4K -199 -12%
S
419
Sachetta
Massachusetts
$119K +$2.14K +26 +2%
WSFS
420
Wilmington Savings Fund Society
Delaware
$115K
AGWCA
421
Annis Gardner Whiting Capital Advisors
Florida
$109K -$32.9K -400 -23%
CIAM
422
Caitong International Asset Management
Hong Kong
$102K +$102K +1,238 New
Fifth Third Bancorp
423
Fifth Third Bancorp
Ohio
$101K -$7.32K -89 -7%
BNP Paribas Asset Management
424
BNP Paribas Asset Management
France
$99K +$99.2K +1,207 New
National Bank of Canada
425
National Bank of Canada
Quebec, Canada
$95.5K +$63.3K +770 +195%