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SEI Investments

535 hedge funds and large institutions have $7.49B invested in SEI Investments in 2025 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 204 increasing their positions, 168 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less ownership

Funds ownership:

less funds holding

Funds holding:

7% less capital invested

Capital invested by funds: $8.08B → $7.49B (-$592M)

13% less first-time investments, than exits

New positions opened: 60 | Existing positions closed: 69

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
535
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
$8.6M
Puts
$1.43M
Net Calls
Net Calls Change

Top Sellers

1 -$69.9M
2 -$49M
3 -$27.4M
4
Jane Street
Jane Street
New York
-$22.7M
5
BTW
Boston Trust Walden
Massachusetts
-$22.4M
Name Holding Trade Value Shares
Change
Change in
Stake
AT
451
Arlington Trust
Alabama
$21K
OCM
452
Osterweis Capital Management
California
$20.9K
DFA
453
DHJJ Financial Advisors
Illinois
$19.9K
CCM
454
Copeland Capital Management
Pennsylvania
$18.8K
Group One Trading
455
Group One Trading
Illinois
$17.2K
N
456
Natixis
France
$17.1K
HWM
457
Hemington Wealth Management
Virginia
$17K
AIM
458
Anchor Investment Management
South Carolina
$17K
SWM
459
Spire Wealth Management
Virginia
$16K
CFD
460
Creative Financial Designs
Indiana
$15.2K
HFS
461
Hantz Financial Services
Michigan
$15K
NSIM
462
North Star Investment Management
Illinois
$14.8K
WTC
463
WhitTier Trust Company
Nevada
$13.8K
FFA
464
Frazier Financial Advisors
Ohio
$13.3K
RIL
465
Rothschild Investment LLC
Illinois
$13.1K
Daiwa Securities Group
466
Daiwa Securities Group
Japan
$13K
HNB
467
Huntington National Bank
Ohio
$12.6K
AIM
468
Access Investment Management
Georgia
$11.7K
FNWA
469
Financial Network Wealth Advisors
Utah
$11.5K
BCWM
470
Bartlett & Co Wealth Management
Ohio
$11.1K
NA
471
NewEdge Advisors
Louisiana
$10.9K
CJ
472
Caitlin John
Michigan
$9.33K
JWA
473
JFS Wealth Advisors
Pennsylvania
$9.16K
PWMG
474
Prestige Wealth Management Group
New Jersey
$8.91K
PWA
475
Physician Wealth Advisors
Utah
$8.65K