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SEI Investments

550 hedge funds and large institutions have $7.29B invested in SEI Investments in 2025 Q4 according to their latest regulatory filings, with 73 funds opening new positions, 198 increasing their positions, 193 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more ownership

Funds ownership:

more funds holding

Funds holding:

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

3% less capital invested

Capital invested by funds: $7.5B → $7.29B (-$218M)

65% less call options, than puts

Call options by funds: $509K | Put options by funds: $1.45M

Holders
550
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
$509K
Puts
$1.45M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LWCFA
426
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$76.2K
ERSOT
427
Employees Retirement System of Texas
Texas
$74K
EA
428
Evolution Advisers
Virginia
$71K
W
429
WealthCollab
Washington
$68.1K
BBHC
430
Brown Brothers Harriman & Co
New York
$64.8K
PTC
431
Private Trust Company
Ohio
$64.3K
HIA
432
Harbor Investment Advisory
Maryland
$61.9K
HFS
433
Hantz Financial Services
Michigan
$60K
AA
434
Ancora Advisors
Ohio
$57.4K
RWM
435
Rialto Wealth Management
New York
$55.9K
WT
436
Whittier Trust
California
$54.6K
Jones Financial Companies
437
Jones Financial Companies
Missouri
$51.2K
Acadian Asset Management
438
Acadian Asset Management
Massachusetts
$49K
HBW
439
Hazlett, Burt & Watson
West Virginia
$49K
ST
440
Smithfield Trust
Pennsylvania
$47K
KFAS
441
Keating Financial Advisory Services
Kansas
$47K
RIL
442
Rothschild Investment LLC
Illinois
$46.3K
WETS
443
Wealth Enhancement Trust Services
South Dakota
$46.3K
CTC
444
Central Trust Company
Missouri
$45.7K
WTA
445
Washington Trust Advisors
Massachusetts
$42.1K
AA
446
Addison Advisors
Vermont
$41.3K
CA
447
CoreCap Advisors
Michigan
$40.8K
VCM
448
Versant Capital Management
Arizona
$39K
TFA
449
Toth Financial Advisory
Virginia
$34.4K
CB
450
Community Bank
New York
$34K