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SEI Investments

558 hedge funds and large institutions have $7.31B invested in SEI Investments in 2025 Q4 according to their latest regulatory filings, with 78 funds opening new positions, 200 increasing their positions, 192 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more ownership

Funds ownership:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

3% less capital invested

Capital invested by funds: $7.51B → $7.31B (-$199M)

65% less call options, than puts

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

Holders
558
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
BTI
426
Blue Trust Inc
Georgia
$93.3K
FSCM
427
Front Street Capital Management
Montana
$93K
FHA
428
Flagship Harbor Advisors
Massachusetts
$92.7K
AAP
429
Arax Advisory Partners
Colorado
$89.2K
SC
430
SouthState Corp
Florida
$80.1K
AF
431
Allworth Financial
California
$77.5K
LWCFA
432
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$76.2K
ERSOT
433
Employees Retirement System of Texas
Texas
$74K
EA
434
Evolution Advisers
Virginia
$71K
W
435
WealthCollab
Washington
$68.1K
BBHC
436
Brown Brothers Harriman & Co
New York
$64.8K
PTC
437
Private Trust Company
Ohio
$64.3K
HIA
438
Harbor Investment Advisory
Maryland
$61.9K
HFS
439
Hantz Financial Services
Michigan
$60K
AA
440
Ancora Advisors
Ohio
$57.4K
RWM
441
Rialto Wealth Management
New York
$55.9K
WT
442
Whittier Trust
California
$54.6K
Jones Financial Companies
443
Jones Financial Companies
Missouri
$51.2K
Acadian Asset Management
444
Acadian Asset Management
Massachusetts
$49K
HBW
445
Hazlett, Burt & Watson
West Virginia
$49K
ST
446
Smithfield Trust
Pennsylvania
$47K
KFAS
447
Keating Financial Advisory Services
Kansas
$47K
RIL
448
Rothschild Investment LLC
Illinois
$46.3K
WETS
449
Wealth Enhancement Trust Services
South Dakota
$46.3K
CTC
450
Central Trust Company
Missouri
$45.7K