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SEI Investments

538 hedge funds and large institutions have $7.19B invested in SEI Investments in 2025 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 188 increasing their positions, 183 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
538
Holders Change
+4
Holders Change %
+0.75%
% of All Funds
7.31%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.04%
New
68
Increased
188
Reduced
183
Closed
53
Calls
$4.19M
Puts
$427K
Net Calls
+$3.76M
Net Calls Change
-$1.3M
Name Holding Trade Value Shares
Change
Shares
Change %
LS
451
Livforsakringsbolaget Skandia
Sweden
$43K
VCM
452
Versant Capital Management
Arizona
$42.2K +$25.7K +331 +156%
ST
453
Smithfield Trust
Pennsylvania
$42K
WTA
454
Washington Trust Advisors
Massachusetts
$40.3K
JFGIW
455
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$39.7K +$39.7K +511 New
AF
456
Allworth Financial
California
$36.5K +$866 +11 +2%
SAM
457
Smartleaf Asset Management
Massachusetts
$36.2K +$2.39K +31 +7%
DFA
458
DHJJ Financial Advisors
Illinois
$34.5K
SIC
459
SJS Investment Consulting
Ohio
$25.3K
ADL
460
Asset Dedication LLC
California
$24.8K
National Bank of Canada
461
National Bank of Canada
Quebec, Canada
$24.4K -$762K -9,847 -97%
MG
462
Mather Group
Illinois
$24.3K
QC
463
Quent Capital
New York
$24K
HPC
464
HM Payson & Co
Maine
$23.3K
Jones Financial Companies
465
Jones Financial Companies
Missouri
$22.5K +$8.01K +104 +55%
AT
466
Arlington Trust
Alabama
$19.3K
AA
467
Addison Advisors
Vermont
$16.3K -$3.18K -41 -16%
AIM
468
Anchor Investment Management
South Carolina
$15.5K
BIG
469
Brooklyn Investment Group
New York
$15.2K +$8.23K +106 +118%
CIBC Private Wealth Group
470
CIBC Private Wealth Group
Georgia
$14.8K -$47.8K -720 -76%
SWM
471
Spire Wealth Management
Virginia
$14.6K -$78 -1 -0.5%
GXJ
472
Global X Japan
Japan
$14.3K -$388 -5 -3%
NSIM
473
North Star Investment Management
Illinois
$13.5K +$78 +1 +0.6%
CFD
474
Creative Financial Designs
Indiana
$13.4K +$3.5K +45 +35%
FFA
475
Frazier Financial Advisors
Ohio
$12.2K