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SEI Investments

557 hedge funds and large institutions have $8.07B invested in SEI Investments in 2025 Q2 according to their latest regulatory filings, with 108 funds opening new positions, 180 increasing their positions, 194 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
557
Holders Change
+19
Holders Change %
+3.53%
% of All Funds
7.47%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.07%
New
108
Increased
180
Reduced
194
Closed
78
Calls
$5.11M
Puts
Net Calls
+$5.11M
Net Calls Change
+$1.35M
Name Holding Trade Value Shares
Change
Shares
Change %
FDP
426
Financiere des Professionnels
Quebec, Canada
$199K +$199K +2,218 New
ACM
427
Aster Capital Management
United Arab Emirates
$190K -$418K -4,647 -69%
IGAM
428
iA Global Asset Management
Quebec, Canada
$175K +$9.73K +108 +6%
WSFS
429
Wilmington Savings Fund Society
Delaware
$173K +$2.43K +27 +1%
HCM
430
Hollencrest Capital Management
California
$171K +$359 +4 +0.2%
C
431
Covestor
United Kingdom
$162K -$12.7K -141 -7%
FFA
432
Farther Finance Advisors
California
$160K +$40.1K +446 +33%
IA
433
IFP Advisors
Florida
$155K -$20.9K -231 -12%
HIIFS
434
Harel Insurance Investments & Financial Services
Israel
$153K
HBT
435
Hills Bank & Trust
Iowa
$148K -$5.84K -65 -4%
PS
436
Principal Securities
Iowa
$139K +$20.4K +227 +17%
EWA
437
EverSource Wealth Advisors
Alabama
$135K +$44.3K +493 +49%
GRP
438
Global Retirement Partners
California
$131K +$131K +1,458 New
S
439
Sachetta
Massachusetts
$129K +$809 +9 +0.6%
SPIA
440
Steward Partners Investment Advisory
New York
$127K +$24.4K +271 +24%
Fifth Third Bancorp
441
Fifth Third Bancorp
Ohio
$118K +$12.7K +141 +12%
AAP
442
Arax Advisory Partners
Colorado
$114K -$18.8K -159 -14%
VCM
443
Versant Capital Management
Arizona
$111K +$62.5K +695 +128%
BTI
444
Blue Trust Inc
Georgia
$97.9K +$4.4K +49 +5%
Northwestern Mutual Wealth Management
445
Northwestern Mutual Wealth Management
Wisconsin
$92.8K -$1.35K -15 -1%
SC
446
SouthState Corp
Florida
$86.9K +$3.33K +37 +4%
ERSOT
447
Employees Retirement System of Texas
Texas
$81K +$81K +906 New
LWCFA
448
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$80.9K
VEA
449
Virtus ETF Advisers
New York
$80.9K +$80.9K +900 New
PTC
450
Private Trust Company
Ohio
$78.4K -$539 -6 -0.7%