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SEI Investments

563 hedge funds and large institutions have $8.09B invested in SEI Investments in 2025 Q2 according to their latest regulatory filings, with 105 funds opening new positions, 184 increasing their positions, 197 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

31% more first-time investments, than exits

New positions opened: 105 | Existing positions closed: 80

11% more capital invested

Capital invested by funds: $7.27B → $8.09B (+$824M)

3% more funds holding

Funds holding: 546563 (+17)

7% less repeat investments, than reductions

Existing positions increased: 184 | Existing positions reduced: 197

1.46% less ownership

Funds ownership: 73.8%72.35% (-1.5%)

Holders
563
Holders Change
+17
Holders Change %
+3.11%
% of All Funds
7.41%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.07%
New
105
Increased
184
Reduced
197
Closed
80
Calls
$5.11M
Puts
Net Calls
+$5.11M
Net Calls Change
+$1.34M
Name Holding Trade Value Shares
Change
Change in
Stake
ERSOT
451
Employees Retirement System of Texas
Texas
$81K +$73K +906 New
VEA
452
Virtus ETF Advisers
New York
$80.9K -$193K -2,394 -73%
LWCFA
453
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$80.9K
PTC
454
Private Trust Company
Ohio
$78.4K -$484 -6 -0.7%
EA
455
Evolution Advisers
Virginia
$78K
PPA
456
Painted Porch Advisors
California
$74.3K -$5.16K -64 -7%
BNP Paribas Asset Management
457
BNP Paribas Asset Management
France
$74K -$37.7M -467,502 -100%
W
458
WealthCollab
Washington
$68.8K +$15.6K +193 +34%
BAMF
459
BI Asset Management Fondsmaeglerselskab
Denmark
$66K -$5.6M -69,532 -99%
RWM
460
Rialto Wealth Management
New York
$60.7K +$1.05K +13 +2%
TFA
461
Toth Financial Advisory
Virginia
$59.8K
HIA
462
Harbor Investment Advisory
Maryland
$58.4K
WT
463
Whittier Trust
California
$55.7K
HBW
464
Hazlett, Burt & Watson
West Virginia
$54K
CTC
465
Central Trust Company
Missouri
$52.3K
MCM
466
MAI Capital Management
Ohio
$51.6K -$2.1K -26 -4%
ST
467
Smithfield Trust
Pennsylvania
$48K
GWM
468
Geneos Wealth Management
Colorado
$47.8K -$66.6K -827 -61%
WTA
469
Washington Trust Advisors
Massachusetts
$46.6K
National Bank of Canada
470
National Bank of Canada
Quebec, Canada
$46.1K +$16K +198 +63%
QL
471
Quarry LP
New York
$45.8K +$41.1K +510 New
TSMHT
472
Thurston Springer Miller Herd & Titak
Indiana
$45.6K +$29.3K +363 +252%
HCA
473
Harbor Capital Advisors
Illinois
$45K +$40.1K +497 New
AA
474
Addison Advisors
Vermont
$41.1K +$19.9K +247 +118%
MWA
475
Medallion Wealth Advisors
Connecticut
$36.6K

SEIC Hedge Fund Activity: Q2 2025 in Review

563 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in SEI Investments (SEIC) for Q2 2025, worth a combined $8.09B — up 11% from $7.27B a quarter earlier.

Buyers outnumbered sellers: 105 funds opened new SEIC positions and 80 closed out — a net gain of 25 holders — while 184 added to existing stakes and 197 trimmed.

The largest buyer was Lord, Abbett & Co, adding an estimated $65.8M. The largest seller was BlackRock, cutting an estimated $175M.

  • 563 institutional investors held SEI Investments (SEIC) as of Q2 2025, up from 546 in Q1 2025.
  • Funds reported $8.09B of SEI Investments stock for Q2 2025, up 11% quarter-over-quarter.
  • 105 funds opened new SEI Investments positions in Q2 2025 and 80 closed out, a net change of +25 holders.
  • The largest SEI Investments buyer in Q2 2025 was Lord, Abbett & Co, an estimated $65.8M added.
  • The largest SEI Investments seller in Q2 2025 was BlackRock, an estimated $175M sold.

Based on aggregated 13F filings for Q2 2025.