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SEI Investments

559 hedge funds and large institutions have $7.31B invested in SEI Investments in 2025 Q4 according to their latest regulatory filings, with 79 funds opening new positions, 200 increasing their positions, 192 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 57

2% more funds holding

Funds holding: 548559 (+11)

1.13% more ownership

Funds ownership: 71.63%72.75% (+1.1%)

4% more repeat investments, than reductions

Existing positions increased: 200 | Existing positions reduced: 192

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
559
Holders Change
+11
Holders Change %
+2.01%
% of All Funds
6.8%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
79
Increased
200
Reduced
192
Closed
57
Calls
$509K
Puts
$1.45M
Net Calls
-$943K
Net Calls Change
-$8.12M
Name Holding Trade Value Shares
Change
Change in
Stake
BTI
426
Blue Trust Inc
Georgia
$93.3K -$1.23K -15 -1%
FSCM
427
Front Street Capital Management
Montana
$93K +$92.8K +1,129 New
FHA
428
Flagship Harbor Advisors
Massachusetts
$92.7K +$92.9K +1,130 New
AAP
429
Arax Advisory Partners
Colorado
$89.2K -$753K -9,162 -89%
SC
430
SouthState Corp
Florida
$80.1K +$2.14K +26 +3%
AF
431
Allworth Financial
California
$77.5K +$42.1K +512 +119%
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 +$5.26K +64 +8%
BBHC
436
Brown Brothers Harriman & Co
New York
$64.8K +$64.9K +790 New
PTC
437
Private Trust Company
Ohio
$64.3K +$7.81K +95 +14%
HIA
438
Harbor Investment Advisory
Maryland
$61.9K +$8.63K +105 +16%
HFS
439
Hantz Financial Services
Michigan
$60K +$45.1K +549 +303%
AA
440
Ancora Advisors
Ohio
$57.4K +$57.5K +700 New
RWM
441
Rialto Wealth Management
New York
$55.9K +$82 +1 +0.1%
WT
442
Whittier Trust
California
$54.6K -$247 -3 -0.5%
Jones Financial Companies
443
Jones Financial Companies
Missouri
$51.2K +$14.9K +181 +41%
Acadian Asset Management
444
Acadian Asset Management
Massachusetts
$49K -$8.92M -108,582 -99%
HBW
445
Hazlett, Burt & Watson
West Virginia
$49K
ST
446
Smithfield Trust
Pennsylvania
$47K +$3.21K +39 +7%
KFAS
447
Keating Financial Advisory Services
Kansas
$47K +$47.1K +573 New
RIL
448
Rothschild Investment LLC
Illinois
$46.3K +$33.8K +411 +267%
WETS
449
Wealth Enhancement Trust Services
South Dakota
$46.3K +$46.4K +565 New
CTC
450
Central Trust Company
Missouri
$45.7K -$2.06K -25 -4%