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SEI Investments

565 hedge funds and large institutions have $7.06B invested in SEI Investments in 2026 Q1 according to their latest regulatory filings, with 74 funds opening new positions, 216 increasing their positions, 179 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 74 | Existing positions closed: 59

21% more repeat investments, than reductions

Existing positions increased: 216 | Existing positions reduced: 179

1% more funds holding

Funds holding: 559565 (+6)

0.88% more ownership

Funds ownership: 72.75%73.63% (+0.88%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

3% less capital invested

Capital invested by funds: $7.31B → $7.06B (-$246M)

51% less call options, than puts

Call options by funds: $3.65M | Put options by funds: $7.42M

Holders
565
Holders Change
+6
Holders Change %
+1.07%
% of All Funds
6.96%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
74
Increased
216
Reduced
179
Closed
59
Calls
$3.65M
Puts
$7.42M
Net Calls
-$3.77M
Net Calls Change
-$2.83M
Name Holding Trade Value Shares
Change
Change in
Stake
AGWCA
426
Annis Gardner Whiting Capital Advisors
Florida
$104K
BA
427
Bard Associates
Illinois
$92.4K +$96.9K +1,177 New
ASN
428
Advisory Services Network
Georgia
$83.2K +$87.4K +1,061 New
SC
429
SouthState Corp
Florida
$75.6K -$1.15K -14 -1%
C
430
Covestor
United Kingdom
$75K -$47.1K -572 -37%
GIA
431
GHP Investment Advisors
Colorado
$72.7K +$76.3K +926 New
ERSOT
432
Employees Retirement System of Texas
Texas
$71K
EA
433
Evolution Advisers
Virginia
$68K
BTI
434
Blue Trust Inc
Georgia
$64K -$26.4K -321 -28%
AA
435
Ancora Advisors
Ohio
$63.4K +$8.89K +108 +15%
W
436
WealthCollab
Washington
$61K -$4.36K -53 -6%
IAAG
437
Innovative Asset Advisors Group
Connecticut
$58.1K +$61K +741 New
PTC
438
Private Trust Company
Ohio
$54.7K -$7.16K -87 -11%
SIC
439
SJS Investment Consulting
Ohio
$54.5K +$40.8K +496 +251%
RWM
440
Rialto Wealth Management
New York
$54.3K +$906 +11 +2%
LFG
441
Larson Financial Group
Missouri
$48.1K +$44K +534 +676%
RIL
442
Rothschild Investment LLC
Illinois
$47.6K +$3.46K +42 +7%
Asset Management One
443
Asset Management One
Japan
$47.2K -$1.1M -13,373 -96%
Acadian Asset Management
444
Acadian Asset Management
Massachusetts
$47K
HBW
445
Hazlett, Burt & Watson
West Virginia
$47K
ST
446
Smithfield Trust
Pennsylvania
$45K
WETS
447
Wealth Enhancement Trust Services
South Dakota
$43.7K -$659 -8 -1%
KFAS
448
Keating Financial Advisory Services
Kansas
$42.8K -$2.22K -27 -5%
WTA
449
Washington Trust Advisors
Massachusetts
$39.9K -$412 -5 -1%
QC
450
Quent Capital
New York
$38.5K +$15.8K +192 +64%