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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
AA
451
Addison Advisors
Vermont
$38.3K -$1.24K -15 -3%
RFP
452
Root Financial Partners
California
$38.2K +$11.6K +141 +41%
CTC
453
Central Trust Company
Missouri
$37.7K -$6.26K -76 -14%
HI
454
Harbour Investments
Wisconsin
$36.3K +$34.8K +423 +1,085%
TFA
455
Toth Financial Advisory
Virginia
$33K
CB
456
Community Bank
New York
$32.6K
MWA
457
Medallion Wealth Advisors
Connecticut
$31.4K
HIA
458
Harbor Investment Advisory
Maryland
$31.3K -$29.3K -356 -47%
Nomura Asset Management
459
Nomura Asset Management
Japan
$30.6K
WT
460
Whittier Trust
California
$29.6K -$19K -231 -37%
CBT
461
CoreFirst Bank & Trust
Kansas
$29.3K
CI
462
CX Institutional
Indiana
$29K +$30.3K +368 New
VSQM
463
V-Square Quantitative Management
Illinois
$25.2K +$4.61K +56 +21%
ADL
464
Asset Dedication LLC
California
$25.1K
FNWA
465
Financial Network Wealth Advisors
Utah
$24.2K +$12.9K +157 +103%
SAM
466
Smartleaf Asset Management
Massachusetts
$24.2K -$165 -2 -0.6%
HPC
467
HM Payson & Co
Maine
$23.5K
TWD
468
True Wealth Design
Ohio
$22.3K +$21.7K +264 +1,320%
CFO
469
CVA Family Office
Colorado
$21.3K +$14.7K +178 +189%
PWPS
470
Pinnacle Wealth Planning Services
Ohio
$21.1K -$2.39K -29 -10%
HCA
471
Harbor Capital Advisors
Illinois
$21K -$4.04K -49 -15%
MG
472
Mather Group
Illinois
$20.6K +$21.6K +262 New
AT
473
Arlington Trust
Alabama
$19.5K
NSIM
474
North Star Investment Management
Illinois
$19.1K +$5.6K +68 +39%
DFA
475
DHJJ Financial Advisors
Illinois
$18.4K