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SEI Investments

546 hedge funds and large institutions have $7.5B invested in SEI Investments in 2025 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 209 increasing their positions, 170 reducing their positions, and 68 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: $8.09B → $7.5B (-$584M)

12% less first-time investments, than exits

New positions opened: 60 | Existing positions closed: 68

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
546
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 -$51.3M
3 -$28.7M
4
Jane Street
Jane Street
New York
-$23.8M
5
BTW
Boston Trust Walden
Massachusetts
-$23.5M
Name Holding Trade Value Shares
Change
Change in
Stake
BTI
426
Blue Trust Inc
Georgia
$97.7K
Northwestern Mutual Wealth Management
427
Northwestern Mutual Wealth Management
Wisconsin
$92.1K
HCA
428
Harbor Capital Advisors
Illinois
$83K
SC
429
SouthState Corp
Florida
$80.7K
ERSOT
430
Employees Retirement System of Texas
Texas
$77K
LWCFA
431
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$73.4K
EA
432
Evolution Advisers
Virginia
$73K
PPA
433
Painted Porch Advisors
California
$70.2K
W
434
WealthCollab
Washington
$65K
PTC
435
Private Trust Company
Ohio
$58.5K
RWM
436
Rialto Wealth Management
New York
$57.7K
TFA
437
Toth Financial Advisory
Virginia
$56.5K
HIA
438
Harbor Investment Advisory
Maryland
$55.2K
WT
439
Whittier Trust
California
$53.3K
VWWMG
440
Vermillion & White Wealth Management Group
Pennsylvania
$51.9K
AFWM
441
Abich Financial Wealth Management
Virginia
$50.1K
HBW
442
Hazlett, Burt & Watson
West Virginia
$50K
CTC
443
Central Trust Company
Missouri
$49.4K
ST
444
Smithfield Trust
Pennsylvania
$45K
WTA
445
Washington Trust Advisors
Massachusetts
$43.5K
AA
446
Addison Advisors
Vermont
$41.2K
Jones Financial Companies
447
Jones Financial Companies
Missouri
$38K
QL
448
Quarry LP
New York
$37.4K
CIBC Private Wealth Group
449
CIBC Private Wealth Group
Georgia
$36.9K
AF
450
Allworth Financial
California
$36.6K