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SEI Investments

542 hedge funds and large institutions have $7.49B invested in SEI Investments in 2025 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 208 increasing their positions, 170 reducing their positions, and 69 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 → $7.49B (-$598M)

14% less first-time investments, than exits

New positions opened: 59 | Existing positions closed: 69

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
542
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 -$49M
3 -$27.4M
4
Jane Street
Jane Street
New York
-$22.7M
5
BTW
Boston Trust Walden
Massachusetts
-$22.4M
Name Holding Trade Value Shares
Change
Change in
Stake
DWT
401
Dorsey & Whitney Trust
South Dakota
$211K
CFG
402
Cooper Financial Group
California
$210K
SW
403
Simplicity Wealth
New Jersey
$210K
HAG
404
HighPoint Advisor Group
Illinois
$206K
AFG
405
Atomi Financial Group
New York
$202K
Cambridge Investment Research Advisors
406
Cambridge Investment Research Advisors
Iowa
$201K
FFA
407
Florida Financial Advisors
Florida
$201K
PS
408
Principal Securities
Iowa
$180K
HCM
409
Hollencrest Capital Management
California
$161K
PWS
410
Peterson Wealth Services
Utah
$149K
C
411
Covestor
United Kingdom
$147K
AGWCA
412
Annis Gardner Whiting Capital Advisors
Florida
$146K
EWA
413
EverSource Wealth Advisors
Alabama
$142K
HBT
414
Hills Bank & Trust
Iowa
$140K
FFA
415
Farther Finance Advisors
California
$131K
GRP
416
Global Retirement Partners
California
$127K
S
417
Sachetta
Massachusetts
$121K
WSFS
418
Wilmington Savings Fund Society
Delaware
$119K
VCM
419
Versant Capital Management
Arizona
$113K
Fifth Third Bancorp
420
Fifth Third Bancorp
Ohio
$112K
Simplex Trading
421
Simplex Trading
Illinois
$108K
ASN
422
Advisory Services Network
Georgia
$101K
BTI
423
Blue Trust Inc
Georgia
$97.7K
Northwestern Mutual Wealth Management
424
Northwestern Mutual Wealth Management
Wisconsin
$92.1K
HCA
425
Harbor Capital Advisors
Illinois
$83K