SEIC icon

SEI Investments

535 hedge funds and large institutions have $7.49B invested in SEI Investments in 2025 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 204 increasing their positions, 168 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: $8.08B → $7.49B (-$592M)

13% less first-time investments, than exits

New positions opened: 60 | Existing positions closed: 69

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
535
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
RWM
426
Rialto Wealth Management
New York
$57.7K
TFA
427
Toth Financial Advisory
Virginia
$56.5K
HIA
428
Harbor Investment Advisory
Maryland
$55.2K
WT
429
Whittier Trust
California
$53.3K
VWWMG
430
Vermillion & White Wealth Management Group
Pennsylvania
$51.9K
AFWM
431
Abich Financial Wealth Management
Virginia
$50.1K
HBW
432
Hazlett, Burt & Watson
West Virginia
$50K
CTC
433
Central Trust Company
Missouri
$49.4K
ST
434
Smithfield Trust
Pennsylvania
$45K
WTA
435
Washington Trust Advisors
Massachusetts
$43.5K
AA
436
Addison Advisors
Vermont
$41.2K
Jones Financial Companies
437
Jones Financial Companies
Missouri
$38K
QL
438
Quarry LP
New York
$37.4K
CIBC Private Wealth Group
439
CIBC Private Wealth Group
Georgia
$36.9K
CB
440
Community Bank
New York
$35.2K
National Bank of Canada
441
National Bank of Canada
Quebec, Canada
$33.5K
Nomura Asset Management
442
Nomura Asset Management
Japan
$33.1K
CBT
443
CoreFirst Bank & Trust
Kansas
$31.6K
SIC
444
SJS Investment Consulting
Ohio
$30.3K
RFP
445
Root Financial Partners
California
$28.3K
ADL
446
Asset Dedication LLC
California
$27.2K
HPC
447
HM Payson & Co
Maine
$25.5K
SAM
448
Smartleaf Asset Management
Massachusetts
$24.7K
MG
449
Mather Group
Illinois
$22.6K
QC
450
Quent Capital
New York
$22.6K