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SEI Investments

550 hedge funds and large institutions have $7.29B invested in SEI Investments in 2025 Q4 according to their latest regulatory filings, with 73 funds opening new positions, 198 increasing their positions, 193 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more ownership

Funds ownership:

more funds holding

Funds holding:

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

3% less capital invested

Capital invested by funds: $7.5B → $7.29B (-$218M)

65% less call options, than puts

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

Holders
550
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
VT
401
Vise Technologies
New York
$212K
AFG
402
Atomi Financial Group
New York
$211K
EWA
403
EverSource Wealth Advisors
Alabama
$209K
LNWTC
404
Laird Norton Wetherby Trust Company
Washington
$208K
DWT
405
Dorsey & Whitney Trust
South Dakota
$207K
SO
406
STRS Ohio
Ohio
$201K
BC
407
Bayforest Capital
United Kingdom
$164K
HCM
408
Hollencrest Capital Management
California
$156K
Northwestern Mutual Wealth Management
409
Northwestern Mutual Wealth Management
Wisconsin
$145K
PWS
410
Peterson Wealth Services
Utah
$144K
FFA
411
Farther Finance Advisors
California
$140K
HBT
412
Hills Bank & Trust
Iowa
$135K
C
413
Covestor
United Kingdom
$126K
S
414
Sachetta
Massachusetts
$119K
WSFS
415
Wilmington Savings Fund Society
Delaware
$115K
AGWCA
416
Annis Gardner Whiting Capital Advisors
Florida
$109K
Fifth Third Bancorp
417
Fifth Third Bancorp
Ohio
$101K
BNP Paribas Asset Management
418
BNP Paribas Asset Management
France
$99K
National Bank of Canada
419
National Bank of Canada
Quebec, Canada
$95.5K
BTI
420
Blue Trust Inc
Georgia
$93.3K
FSCM
421
Front Street Capital Management
Montana
$93K
FHA
422
Flagship Harbor Advisors
Massachusetts
$92.7K
AAP
423
Arax Advisory Partners
Colorado
$89.2K
SC
424
SouthState Corp
Florida
$80.1K
AF
425
Allworth Financial
California
$77.5K