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SEI Investments

546 hedge funds and large institutions have $7.27B invested in SEI Investments in 2025 Q1 according to their latest regulatory filings, with 67 funds opening new positions, 191 increasing their positions, 188 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

881% more call options, than puts

Call options by funds: $4.19M | Put options by funds: $427K

29% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 52

3.04% more ownership

Funds ownership: 70.76%73.8% (+3%)

1% more funds holding

Funds holding: 539546 (+7)

2% more repeat investments, than reductions

Existing positions increased: 191 | Existing positions reduced: 188

3% less capital invested

Capital invested by funds: $7.53B → $7.27B (-$257M)

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
546
Holders Change
+7
Holders Change %
+1.3%
% of All Funds
7.32%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.04%
New
67
Increased
191
Reduced
188
Closed
52
Calls
$4.19M
Puts
$427K
Net Calls
+$3.76M
Net Calls Change
-$1.3M
Name Holding Trade Value Shares
Change
Change in
Stake
HIA
451
Harbor Investment Advisory
Maryland
$50.5K
WT
452
Whittier Trust
California
$48.1K
HBW
453
Hazlett, Burt & Watson
West Virginia
$47K
MCM
454
MAI Capital Management
Ohio
$46.6K +$7.8K +97 +19%
N
455
Natixis
France
$45.9K -$1.22M -15,152 -96%
CTC
456
Central Trust Company
Missouri
$45.2K
W
457
WealthCollab
Washington
$44.5K +$3.7K +46 +9%
LS
458
Livforsakringsbolaget Skandia
Sweden
$43K
VCM
459
Versant Capital Management
Arizona
$42.2K +$26.6K +331 +156%
ST
460
Smithfield Trust
Pennsylvania
$42K
WTA
461
Washington Trust Advisors
Massachusetts
$40.3K
JFGIW
462
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$39.7K +$41.1K +511 New
AF
463
Allworth Financial
California
$36.5K +$884 +11 +2%
SAM
464
Smartleaf Asset Management
Massachusetts
$36.2K +$2.49K +31 +7%
DFA
465
DHJJ Financial Advisors
Illinois
$34.5K
MWA
466
Medallion Wealth Advisors
Connecticut
$30.9K
SIC
467
SJS Investment Consulting
Ohio
$25.3K
ADL
468
Asset Dedication LLC
California
$24.8K
National Bank of Canada
469
National Bank of Canada
Quebec, Canada
$24.4K -$792K -9,847 -97%
MG
470
Mather Group
Illinois
$24.3K
QC
471
Quent Capital
New York
$24K
HPC
472
HM Payson & Co
Maine
$23.3K
Jones Financial Companies
473
Jones Financial Companies
Missouri
$22.5K +$8.36K +104 +55%
AT
474
Arlington Trust
Alabama
$19.3K
AA
475
Addison Advisors
Vermont
$16.3K -$3.3K -41 -16%

SEIC Hedge Fund Activity: Q1 2025 in Review

546 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in SEI Investments (SEIC) for Q1 2025, worth a combined $7.27B — down 3.4% from $7.53B a quarter earlier.

Buyers outnumbered sellers: 67 funds opened new SEIC positions and 52 closed out — a net gain of 15 holders — while 191 added to existing stakes and 188 trimmed.

The largest buyer was First Trust Advisors, adding an estimated $88.4M. The largest seller was Citadel Advisors, exiting entirely with an estimated $60M sold.

  • 546 institutional investors held SEI Investments (SEIC) as of Q1 2025, up from 539 in Q4 2024.
  • Funds reported $7.27B of SEI Investments stock for Q1 2025, down 3.4% quarter-over-quarter.
  • 67 funds opened new SEI Investments positions in Q1 2025 and 52 closed out, a net change of +15 holders.
  • The largest SEI Investments buyer in Q1 2025 was First Trust Advisors, an estimated $88.4M added.
  • The largest SEI Investments seller in Q1 2025 was Citadel Advisors, an estimated $60M sold.

Based on aggregated 13F filings for Q1 2025.