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SEI Investments

546 hedge funds and large institutions have $7.27B invested in SEI Investments in 2025 Q1 according to their latest regulatory filings, with 67 funds opening new positions, 191 increasing their positions, 188 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

881% more call options, than puts

Call options by funds: $4.19M | Put options by funds: $427K

29% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 52

3.04% more ownership

Funds ownership: 70.76%73.8% (+3%)

1% more funds holding

Funds holding: 539546 (+7)

2% more repeat investments, than reductions

Existing positions increased: 191 | Existing positions reduced: 188

3% less capital invested

Capital invested by funds: $7.53B → $7.27B (-$257M)

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
546
Holders Change
+7
Holders Change %
+1.3%
% of All Funds
7.32%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.04%
New
67
Increased
191
Reduced
188
Closed
52
Calls
$4.19M
Puts
$427K
Net Calls
+$3.76M
Net Calls Change
-$1.3M
Name Holding Trade Value Shares
Change
Change in
Stake
HIIFS
426
Harel Insurance Investments & Financial Services
Israel
$132K +$137K +1,699 New
S
427
Sachetta
Massachusetts
$110K +$643 +8 +0.6%
Royal London Asset Management
428
Royal London Asset Management
United Kingdom
$110K +$114K +1,419 New
PS
429
Principal Securities
Iowa
$109K
CFB
430
Cullen/Frost Bankers
Texas
$106K +$103K +1,282 +1,563%
GWM
431
Geneos Wealth Management
Colorado
$105K +$82.6K +1,027 +309%
FFA
432
Farther Finance Advisors
California
$103K +$54.8K +681 +104%
Swedbank
433
Swedbank
Sweden
$101K
SFI
434
Siemens Fonds Invest
Germany
$97.7K +$101K +1,259 New
Fifth Third Bancorp
435
Fifth Third Bancorp
Ohio
$91.1K -$2.57K -32 -3%
SPIA
436
Steward Partners Investment Advisory
New York
$88.8K +$14.9K +185 +19%
AAP
437
Arax Advisory Partners
Colorado
$87.4K -$39.7K -494 -30%
Northwestern Mutual Wealth Management
438
Northwestern Mutual Wealth Management
Wisconsin
$81.4K -$1.29K -16 -2%
BTI
439
Blue Trust Inc
Georgia
$80.8K -$9K -112 -10%
EWA
440
EverSource Wealth Advisors
Alabama
$78.1K +$11.7K +146 +17%
HNB
441
Huntington National Bank
Ohio
$72.5K -$178K -2,218 -70%
SC
442
SouthState Corp
Florida
$72.2K -$1.85K -23 -2%
PPA
443
Painted Porch Advisors
California
$69.2K -$53.3K -663 -43%
PTC
444
Private Trust Company
Ohio
$68.2K -$1.37K -17 -2%
EA
445
Evolution Advisers
Virginia
$67K
LWCFA
446
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$65.7K
FHA
447
First Horizon Advisors
Tennessee
$62.3K +$18.1K +225 +39%
OAM
448
Ostrum Asset Management
France
$61.9K -$1.69K -21 -3%
TFA
449
Toth Financial Advisory
Virginia
$51.7K
RWM
450
Rialto Wealth Management
New York
$51.5K

SEIC Hedge Fund Activity: Q1 2025 in Review

546 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in SEI Investments (SEIC) for Q1 2025, worth a combined $7.27B — down 3.4% from $7.53B a quarter earlier.

Buyers outnumbered sellers: 67 funds opened new SEIC positions and 52 closed out — a net gain of 15 holders — while 191 added to existing stakes and 188 trimmed.

The largest buyer was First Trust Advisors, adding an estimated $88.4M. The largest seller was Citadel Advisors, exiting entirely with an estimated $60M sold.

  • 546 institutional investors held SEI Investments (SEIC) as of Q1 2025, up from 539 in Q4 2024.
  • Funds reported $7.27B of SEI Investments stock for Q1 2025, down 3.4% quarter-over-quarter.
  • 67 funds opened new SEI Investments positions in Q1 2025 and 52 closed out, a net change of +15 holders.
  • The largest SEI Investments buyer in Q1 2025 was First Trust Advisors, an estimated $88.4M added.
  • The largest SEI Investments seller in Q1 2025 was Citadel Advisors, an estimated $60M sold.

Based on aggregated 13F filings for Q1 2025.