SEIC icon

SEI Investments

538 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, 206 increasing their positions, 169 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 (-$594M)

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
538
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
W
426
WealthCollab
Washington
$65K
PTC
427
Private Trust Company
Ohio
$58.5K
RWM
428
Rialto Wealth Management
New York
$57.7K
TFA
429
Toth Financial Advisory
Virginia
$56.5K
HIA
430
Harbor Investment Advisory
Maryland
$55.2K
WT
431
Whittier Trust
California
$53.3K
VWWMG
432
Vermillion & White Wealth Management Group
Pennsylvania
$51.9K
AFWM
433
Abich Financial Wealth Management
Virginia
$50.1K
HBW
434
Hazlett, Burt & Watson
West Virginia
$50K
CTC
435
Central Trust Company
Missouri
$49.4K
ST
436
Smithfield Trust
Pennsylvania
$45K
WTA
437
Washington Trust Advisors
Massachusetts
$43.5K
AA
438
Addison Advisors
Vermont
$41.2K
Jones Financial Companies
439
Jones Financial Companies
Missouri
$38K
QL
440
Quarry LP
New York
$37.4K
CIBC Private Wealth Group
441
CIBC Private Wealth Group
Georgia
$36.9K
AF
442
Allworth Financial
California
$36.6K
CB
443
Community Bank
New York
$35.2K
National Bank of Canada
444
National Bank of Canada
Quebec, Canada
$33.5K
Nomura Asset Management
445
Nomura Asset Management
Japan
$33.1K
CBT
446
CoreFirst Bank & Trust
Kansas
$31.6K
SIC
447
SJS Investment Consulting
Ohio
$30.3K
RFP
448
Root Financial Partners
California
$28.3K
ADL
449
Asset Dedication LLC
California
$27.2K
HPC
450
HM Payson & Co
Maine
$25.5K