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SEI Investments

562 hedge funds and large institutions have $7.06B invested in SEI Investments in 2026 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 215 increasing their positions, 177 reducing their positions, and 61 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: $7.31B → $7.06B (-$247M)

51% less call options, than puts

Call options by funds: $3.65M | Put options by funds: $7.42M

Holders
562
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
$3.65M
Puts
$7.42M
Net Calls
Net Calls Change

Top Buyers

1 +$146M
2 +$61.7M
3 +$45.6M
4
BlackRock
BlackRock
New York
+$38.9M
5
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
+$23.6M

Top Sellers

1 -$48.3M
2 -$36.1M
3 -$26.3M
4
Morgan Stanley
Morgan Stanley
New York
-$23.3M
5
Millennium Management
Millennium Management
New York
-$20.8M
Name Holding Trade Value Shares
Change
Change in
Stake
AG
401
AlTi Global
New York
$208K
TA
402
TrueWealth Advisors
Alabama
$207K
HWM
403
HB Wealth Management
Georgia
$205K
AFG
404
Atomi Financial Group
New York
$201K
MAS
405
Meeder Advisory Services
Ohio
$201K
CG
406
Caprock Group
Idaho
$200K
MOS
407
MGO One Seven
Ohio
$200K
DWT
408
Dorsey & Whitney Trust
South Dakota
$200K
SO
409
STRS Ohio
Ohio
$192K
FFA
410
Farther Finance Advisors
California
$179K
PWS
411
Peterson Wealth Services
Utah
$174K
IA
412
IFP Advisors
Florida
$171K
HCM
413
Hollencrest Capital Management
California
$149K
VCM
414
Versant Capital Management
Arizona
$149K
Northwestern Mutual Wealth Management
415
Northwestern Mutual Wealth Management
Wisconsin
$140K
HBT
416
Hills Bank & Trust
Iowa
$129K
CCWM
417
Cassaday & Co Wealth Management
Virginia
$120K
AF
418
Allworth Financial
California
$116K
BNP Paribas Asset Management
419
BNP Paribas Asset Management
France
$116K
S
420
Sachetta
Massachusetts
$113K
WSFS
421
Wilmington Savings Fund Society
Delaware
$110K
National Bank of Canada
422
National Bank of Canada
Quebec, Canada
$107K
FSCM
423
Front Street Capital Management
Montana
$104K
AGWCA
424
Annis Gardner Whiting Capital Advisors
Florida
$104K
BA
425
Bard Associates
Illinois
$92.4K