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SEI Investments

557 hedge funds and large institutions have $8.07B invested in SEI Investments in 2025 Q2 according to their latest regulatory filings, with 108 funds opening new positions, 180 increasing their positions, 194 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
557
Holders Change
+19
Holders Change %
+3.53%
% of All Funds
7.47%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.07%
New
108
Increased
180
Reduced
194
Closed
78
Calls
$5.11M
Puts
Net Calls
+$5.11M
Net Calls Change
+$1.35M
Name Holding Trade Value Shares
Change
Shares
Change %
EA
451
Evolution Advisers
Virginia
$78K
PPA
452
Painted Porch Advisors
California
$74.3K -$5.75K -64 -7%
BNP Paribas Asset Management
453
BNP Paribas Asset Management
France
$74K -$41.9M -467,502 -100%
W
454
WealthCollab
Washington
$68.8K +$17.3K +193 +34%
BAMF
455
BI Asset Management Fondsmaeglerselskab
Denmark
$66K -$6.2M -69,532 -99%
RWM
456
Rialto Wealth Management
New York
$60.7K +$1.17K +13 +2%
TFA
457
Toth Financial Advisory
Virginia
$59.8K
HIA
458
Harbor Investment Advisory
Maryland
$58.4K
WT
459
Whittier Trust
California
$55.7K
HBW
460
Hazlett, Burt & Watson
West Virginia
$54K
CTC
461
Central Trust Company
Missouri
$52.3K
MCM
462
MAI Capital Management
Ohio
$51.6K -$2.34K -26 -4%
ST
463
Smithfield Trust
Pennsylvania
$48K
GWM
464
Geneos Wealth Management
Colorado
$47.8K -$74.3K -827 -61%
WTA
465
Washington Trust Advisors
Massachusetts
$46.6K
National Bank of Canada
466
National Bank of Canada
Quebec, Canada
$46.1K +$17.8K +198 +63%
QL
467
Quarry LP
New York
$45.8K +$45.8K +510 New
TSMHT
468
Thurston Springer Miller Herd & Titak
Indiana
$45.6K +$32.6K +363 +252%
HCA
469
Harbor Capital Advisors
Illinois
$45K +$45K +497 New
AA
470
Addison Advisors
Vermont
$41.1K +$22.2K +247 +118%
CBT
471
CoreFirst Bank & Trust
Kansas
$33.5K +$33.5K +373 New
Jones Financial Companies
472
Jones Financial Companies
Missouri
$33.1K +$6.98K +78 +27%
BIG
473
Brooklyn Investment Group
New York
$30.6K +$12.9K +144 +73%
ADL
474
Asset Dedication LLC
California
$28.8K
AF
475
Allworth Financial
California
$27K -$14.7K -163 -35%