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SEI Investments

538 hedge funds and large institutions have $7.19B invested in SEI Investments in 2025 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 188 increasing their positions, 183 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
538
Holders Change
+4
Holders Change %
+0.75%
% of All Funds
7.31%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.04%
New
68
Increased
188
Reduced
183
Closed
53
Calls
$4.19M
Puts
$427K
Net Calls
+$3.76M
Net Calls Change
-$1.3M
Name Holding Trade Value Shares
Change
Shares
Change %
Swedbank
426
Swedbank
Sweden
$101K
SFI
427
Siemens Fonds Invest
Germany
$97.7K +$97.7K +1,259 New
Fifth Third Bancorp
428
Fifth Third Bancorp
Ohio
$91.1K -$2.48K -32 -3%
SPIA
429
Steward Partners Investment Advisory
New York
$88.8K +$14.4K +185 +19%
AAP
430
Arax Advisory Partners
Colorado
$87.4K -$38.3K -494 -30%
Northwestern Mutual Wealth Management
431
Northwestern Mutual Wealth Management
Wisconsin
$81.4K -$1.24K -16 -2%
BTI
432
Blue Trust Inc
Georgia
$80.8K -$8.7K -112 -10%
EWA
433
EverSource Wealth Advisors
Alabama
$78.1K +$11.3K +146 +17%
HNB
434
Huntington National Bank
Ohio
$72.5K -$172K -2,218 -70%
SC
435
SouthState Corp
Florida
$72.2K -$1.79K -23 -2%
PPA
436
Painted Porch Advisors
California
$69.2K -$51.5K -663 -43%
PTC
437
Private Trust Company
Ohio
$68.2K -$1.32K -17 -2%
EA
438
Evolution Advisers
Virginia
$67K
LWCFA
439
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$65.7K
FHA
440
First Horizon Advisors
Tennessee
$62.3K +$17.5K +225 +39%
OAM
441
Ostrum Asset Management
France
$61.9K -$1.63K -21 -3%
TFA
442
Toth Financial Advisory
Virginia
$51.7K
RWM
443
Rialto Wealth Management
New York
$51.5K
HIA
444
Harbor Investment Advisory
Maryland
$50.5K
WT
445
Whittier Trust
California
$48.1K
HBW
446
Hazlett, Burt & Watson
West Virginia
$47K
MCM
447
MAI Capital Management
Ohio
$46.6K +$7.53K +97 +19%
N
448
Natixis
France
$45.9K -$1.17M -15,152 -96%
CTC
449
Central Trust Company
Missouri
$45.2K
W
450
WealthCollab
Washington
$44.5K +$3.57K +46 +9%