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SEI Investments

553 hedge funds and large institutions have $7.3B invested in SEI Investments in 2025 Q4 according to their latest regulatory filings, with 75 funds opening new positions, 200 increasing their positions, 192 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more ownership

Funds ownership:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

3% less capital invested

Capital invested by funds: $7.5B → $7.3B (-$202M)

65% less call options, than puts

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

Holders
553
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
$509K
Puts
$1.45M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AA
401
Apriem Advisors
California
$217K
TA
402
TrueWealth Advisors
Alabama
$217K
VT
403
Vise Technologies
New York
$212K
AFG
404
Atomi Financial Group
New York
$211K
EWA
405
EverSource Wealth Advisors
Alabama
$209K
LNWTC
406
Laird Norton Wetherby Trust Company
Washington
$208K
DWT
407
Dorsey & Whitney Trust
South Dakota
$207K
SO
408
STRS Ohio
Ohio
$201K
BC
409
Bayforest Capital
United Kingdom
$164K
HCM
410
Hollencrest Capital Management
California
$156K
Northwestern Mutual Wealth Management
411
Northwestern Mutual Wealth Management
Wisconsin
$145K
PWS
412
Peterson Wealth Services
Utah
$144K
FFA
413
Farther Finance Advisors
California
$140K
HBT
414
Hills Bank & Trust
Iowa
$135K
C
415
Covestor
United Kingdom
$126K
S
416
Sachetta
Massachusetts
$119K
WSFS
417
Wilmington Savings Fund Society
Delaware
$115K
AGWCA
418
Annis Gardner Whiting Capital Advisors
Florida
$109K
CIAM
419
Caitong International Asset Management
Hong Kong
$102K
Fifth Third Bancorp
420
Fifth Third Bancorp
Ohio
$101K
BNP Paribas Asset Management
421
BNP Paribas Asset Management
France
$99K
National Bank of Canada
422
National Bank of Canada
Quebec, Canada
$95.5K
BTI
423
Blue Trust Inc
Georgia
$93.3K
FSCM
424
Front Street Capital Management
Montana
$93K
FHA
425
Flagship Harbor Advisors
Massachusetts
$92.7K