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SEI Investments

562 hedge funds and large institutions have $7.06B invested in SEI Investments in 2026 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 215 increasing their positions, 177 reducing their positions, and 61 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: $7.31B → $7.06B (-$247M)

51% less call options, than puts

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

Holders
562
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
$3.65M
Puts
$7.42M
Net Calls
Net Calls Change

Top Buyers

1 +$146M
2 +$61.7M
3 +$45.6M
4
BlackRock
BlackRock
New York
+$38.9M
5
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
+$23.6M

Top Sellers

1 -$48.3M
2 -$36.1M
3 -$26.3M
4
Morgan Stanley
Morgan Stanley
New York
-$23.3M
5
Millennium Management
Millennium Management
New York
-$20.8M
Name Holding Trade Value Shares
Change
Change in
Stake
ASN
426
Advisory Services Network
Georgia
$83.2K
SC
427
SouthState Corp
Florida
$75.6K
C
428
Covestor
United Kingdom
$75K
GIA
429
GHP Investment Advisors
Colorado
$72.7K
ERSOT
430
Employees Retirement System of Texas
Texas
$71K
EA
431
Evolution Advisers
Virginia
$68K
BTI
432
Blue Trust Inc
Georgia
$64K
AA
433
Ancora Advisors
Ohio
$63.4K
W
434
WealthCollab
Washington
$61K
IAAG
435
Innovative Asset Advisors Group
Connecticut
$58.1K
PTC
436
Private Trust Company
Ohio
$54.7K
SIC
437
SJS Investment Consulting
Ohio
$54.5K
RWM
438
Rialto Wealth Management
New York
$54.3K
LFG
439
Larson Financial Group
Missouri
$48.1K
RIL
440
Rothschild Investment LLC
Illinois
$47.6K
Asset Management One
441
Asset Management One
Japan
$47.2K
HBW
442
Hazlett, Burt & Watson
West Virginia
$47K
Acadian Asset Management
443
Acadian Asset Management
Massachusetts
$47K
ST
444
Smithfield Trust
Pennsylvania
$45K
WETS
445
Wealth Enhancement Trust Services
South Dakota
$43.7K
WWM
446
Western Wealth Management
Colorado
$43.3K
KFAS
447
Keating Financial Advisory Services
Kansas
$42.8K
WTA
448
Washington Trust Advisors
Massachusetts
$39.9K
QC
449
Quent Capital
New York
$38.5K
AA
450
Addison Advisors
Vermont
$38.3K