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SEI Investments

561 hedge funds and large institutions have $8.09B invested in SEI Investments in 2025 Q2 according to their latest regulatory filings, with 107 funds opening new positions, 181 increasing their positions, 197 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

8% less repeat investments, than reductions

Existing positions increased: 181 | Existing positions reduced: 197

1.03% less ownership

Funds ownership: 73.35%72.33% (-1%)

Holders
561
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$5.11M
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MYAM
426
Meiji Yasuda Asset Management
Japan
$204K
CA
427
Claro Advisors
Massachusetts
$201K
GPW
428
Genesis Private Wealth
Virginia
$201K
FDP
429
Financiere des Professionnels
Quebec, Canada
$199K
ACM
430
Aster Capital Management
United Arab Emirates
$190K
IGAM
431
iA Global Asset Management
Quebec, Canada
$175K
WSFS
432
Wilmington Savings Fund Society
Delaware
$173K
HCM
433
Hollencrest Capital Management
California
$171K
C
434
Covestor
United Kingdom
$162K
FFA
435
Farther Finance Advisors
California
$160K
IA
436
IFP Advisors
Florida
$155K
HIIFS
437
Harel Insurance Investments & Financial Services
Israel
$153K
HBT
438
Hills Bank & Trust
Iowa
$148K
PS
439
Principal Securities
Iowa
$139K
EWA
440
EverSource Wealth Advisors
Alabama
$135K
GRP
441
Global Retirement Partners
California
$131K
S
442
Sachetta
Massachusetts
$129K
SPIA
443
Steward Partners Investment Advisory
New York
$127K
Fifth Third Bancorp
444
Fifth Third Bancorp
Ohio
$118K
AAP
445
Arax Advisory Partners
Colorado
$114K
VCM
446
Versant Capital Management
Arizona
$111K
BTI
447
Blue Trust Inc
Georgia
$97.9K
Northwestern Mutual Wealth Management
448
Northwestern Mutual Wealth Management
Wisconsin
$92.8K
SC
449
SouthState Corp
Florida
$86.9K
ERSOT
450
Employees Retirement System of Texas
Texas
$81K