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SEI Investments

553 hedge funds and large institutions have $7.3B invested in SEI Investments in 2025 Q4 according to their latest regulatory filings, with 75 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: $7.5B → $7.3B (-$202M)

65% less call options, than puts

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

Holders
553
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
AAP
426
Arax Advisory Partners
Colorado
$89.2K
SC
427
SouthState Corp
Florida
$80.1K
AF
428
Allworth Financial
California
$77.5K
LWCFA
429
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$76.2K
ERSOT
430
Employees Retirement System of Texas
Texas
$74K
EA
431
Evolution Advisers
Virginia
$71K
W
432
WealthCollab
Washington
$68.1K
BBHC
433
Brown Brothers Harriman & Co
New York
$64.8K
PTC
434
Private Trust Company
Ohio
$64.3K
HIA
435
Harbor Investment Advisory
Maryland
$61.9K
HFS
436
Hantz Financial Services
Michigan
$60K
AA
437
Ancora Advisors
Ohio
$57.4K
RWM
438
Rialto Wealth Management
New York
$55.9K
WT
439
Whittier Trust
California
$54.6K
Jones Financial Companies
440
Jones Financial Companies
Missouri
$51.2K
Acadian Asset Management
441
Acadian Asset Management
Massachusetts
$49K
HBW
442
Hazlett, Burt & Watson
West Virginia
$49K
ST
443
Smithfield Trust
Pennsylvania
$47K
KFAS
444
Keating Financial Advisory Services
Kansas
$47K
RIL
445
Rothschild Investment LLC
Illinois
$46.3K
WETS
446
Wealth Enhancement Trust Services
South Dakota
$46.3K
CTC
447
Central Trust Company
Missouri
$45.7K
WTA
448
Washington Trust Advisors
Massachusetts
$42.1K
AA
449
Addison Advisors
Vermont
$41.3K
CA
450
CoreCap Advisors
Michigan
$40.8K