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SEI Investments

563 hedge funds and large institutions have $8.09B invested in SEI Investments in 2025 Q2 according to their latest regulatory filings, with 105 funds opening new positions, 184 increasing their positions, 197 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

31% more first-time investments, than exits

New positions opened: 105 | Existing positions closed: 80

11% more capital invested

Capital invested by funds: $7.27B → $8.09B (+$824M)

3% more funds holding

Funds holding: 546563 (+17)

7% less repeat investments, than reductions

Existing positions increased: 184 | Existing positions reduced: 197

1.46% less ownership

Funds ownership: 73.8%72.35% (-1.5%)

Holders
563
Holders Change
+17
Holders Change %
+3.11%
% of All Funds
7.41%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.07%
New
105
Increased
184
Reduced
197
Closed
80
Calls
$5.11M
Puts
Net Calls
+$5.11M
Net Calls Change
+$1.34M
Name Holding Trade Value Shares
Change
Change in
Stake
CPIG
426
Chicago Partners Investment Group
Illinois
$205K +$184K +2,282 New
MYAM
427
Meiji Yasuda Asset Management
Japan
$204K -$137K -1,702 -43%
CA
428
Claro Advisors
Massachusetts
$201K +$181K +2,241 New
GPW
429
Genesis Private Wealth
Virginia
$201K +$180K +2,235 New
FDP
430
Financiere des Professionnels
Quebec, Canada
$199K +$179K +2,218 New
ACM
431
Aster Capital Management
United Arab Emirates
$190K -$374K -4,647 -69%
IGAM
432
iA Global Asset Management
Quebec, Canada
$175K +$8.7K +108 +6%
WSFS
433
Wilmington Savings Fund Society
Delaware
$173K +$2.18K +27 +1%
HCM
434
Hollencrest Capital Management
California
$171K +$322 +4 +0.2%
C
435
Covestor
United Kingdom
$162K -$11.4K -141 -7%
FFA
436
Farther Finance Advisors
California
$160K +$35.9K +446 +33%
IA
437
IFP Advisors
Florida
$155K -$18.6K -231 -12%
HIIFS
438
Harel Insurance Investments & Financial Services
Israel
$153K
HBT
439
Hills Bank & Trust
Iowa
$148K -$5.24K -65 -4%
PS
440
Principal Securities
Iowa
$139K +$18.3K +227 +17%
EWA
441
EverSource Wealth Advisors
Alabama
$135K +$39.7K +493 +49%
GRP
442
Global Retirement Partners
California
$131K +$117K +1,458 New
S
443
Sachetta
Massachusetts
$129K +$725 +9 +0.6%
SPIA
444
Steward Partners Investment Advisory
New York
$127K +$21.8K +271 +24%
Fifth Third Bancorp
445
Fifth Third Bancorp
Ohio
$118K +$11.4K +141 +12%
AAP
446
Arax Advisory Partners
Colorado
$114K -$12.8K -159 -14%
VCM
447
Versant Capital Management
Arizona
$111K +$56K +695 +128%
BTI
448
Blue Trust Inc
Georgia
$97.9K +$3.95K +49 +5%
Northwestern Mutual Wealth Management
449
Northwestern Mutual Wealth Management
Wisconsin
$92.8K -$1.21K -15 -1%
SC
450
SouthState Corp
Florida
$86.9K +$2.98K +37 +4%

SEIC Hedge Fund Activity: Q2 2025 in Review

563 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in SEI Investments (SEIC) for Q2 2025, worth a combined $8.09B — up 11% from $7.27B a quarter earlier.

Buyers outnumbered sellers: 105 funds opened new SEIC positions and 80 closed out — a net gain of 25 holders — while 184 added to existing stakes and 197 trimmed.

The largest buyer was Lord, Abbett & Co, adding an estimated $65.8M. The largest seller was BlackRock, cutting an estimated $175M.

  • 563 institutional investors held SEI Investments (SEIC) as of Q2 2025, up from 546 in Q1 2025.
  • Funds reported $8.09B of SEI Investments stock for Q2 2025, up 11% quarter-over-quarter.
  • 105 funds opened new SEI Investments positions in Q2 2025 and 80 closed out, a net change of +25 holders.
  • The largest SEI Investments buyer in Q2 2025 was Lord, Abbett & Co, an estimated $65.8M added.
  • The largest SEI Investments seller in Q2 2025 was BlackRock, an estimated $175M sold.

Based on aggregated 13F filings for Q2 2025.