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SEI Investments

561 hedge funds and large institutions have $8.09B invested in SEI Investments in 2025 Q2 according to their latest regulatory filings, with 107 funds opening new positions, 181 increasing their positions, 197 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

8% less repeat investments, than reductions

Existing positions increased: 181 | Existing positions reduced: 197

1.03% less ownership

Funds ownership: 73.35%72.33% (-1%)

Holders
561
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$5.11M
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LWCFA
451
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$80.9K
VEA
452
Virtus ETF Advisers
New York
$80.9K
PTC
453
Private Trust Company
Ohio
$78.4K
EA
454
Evolution Advisers
Virginia
$78K
PPA
455
Painted Porch Advisors
California
$74.3K
BNP Paribas Asset Management
456
BNP Paribas Asset Management
France
$74K
W
457
WealthCollab
Washington
$68.8K
BAMF
458
BI Asset Management Fondsmaeglerselskab
Denmark
$66K
RWM
459
Rialto Wealth Management
New York
$60.7K
TFA
460
Toth Financial Advisory
Virginia
$59.8K
HIA
461
Harbor Investment Advisory
Maryland
$58.4K
WT
462
Whittier Trust
California
$55.7K
HBW
463
Hazlett, Burt & Watson
West Virginia
$54K
CTC
464
Central Trust Company
Missouri
$52.3K
MCM
465
MAI Capital Management
Ohio
$51.6K
ST
466
Smithfield Trust
Pennsylvania
$48K
GWM
467
Geneos Wealth Management
Colorado
$47.8K
WTA
468
Washington Trust Advisors
Massachusetts
$46.6K
National Bank of Canada
469
National Bank of Canada
Quebec, Canada
$46.1K
QL
470
Quarry LP
New York
$45.8K
TSMHT
471
Thurston Springer Miller Herd & Titak
Indiana
$45.6K
HCA
472
Harbor Capital Advisors
Illinois
$45K
AA
473
Addison Advisors
Vermont
$41.1K
CBT
474
CoreFirst Bank & Trust
Kansas
$33.5K
Jones Financial Companies
475
Jones Financial Companies
Missouri
$33.1K