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SEI Investments

558 hedge funds and large institutions have $8.07B invested in SEI Investments in 2025 Q2 according to their latest regulatory filings, with 107 funds opening new positions, 180 increasing their positions, 195 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:

0.82% less ownership

Funds ownership: 73.01%72.2% (-0.82%)

8% less repeat investments, than reductions

Existing positions increased: 180 | Existing positions reduced: 195

Holders
558
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
EA
451
Evolution Advisers
Virginia
$78K
PPA
452
Painted Porch Advisors
California
$74.3K
BNP Paribas Asset Management
453
BNP Paribas Asset Management
France
$74K
W
454
WealthCollab
Washington
$68.8K
BAMF
455
BI Asset Management Fondsmaeglerselskab
Denmark
$66K
RWM
456
Rialto Wealth Management
New York
$60.7K
TFA
457
Toth Financial Advisory
Virginia
$59.8K
HIA
458
Harbor Investment Advisory
Maryland
$58.4K
WT
459
Whittier Trust
California
$55.7K
HBW
460
Hazlett, Burt & Watson
West Virginia
$54K
CTC
461
Central Trust Company
Missouri
$52.3K
MCM
462
MAI Capital Management
Ohio
$51.6K
ST
463
Smithfield Trust
Pennsylvania
$48K
GWM
464
Geneos Wealth Management
Colorado
$47.8K
WTA
465
Washington Trust Advisors
Massachusetts
$46.6K
National Bank of Canada
466
National Bank of Canada
Quebec, Canada
$46.1K
QL
467
Quarry LP
New York
$45.8K
TSMHT
468
Thurston Springer Miller Herd & Titak
Indiana
$45.6K
HCA
469
Harbor Capital Advisors
Illinois
$45K
AA
470
Addison Advisors
Vermont
$41.1K
CBT
471
CoreFirst Bank & Trust
Kansas
$33.5K
Jones Financial Companies
472
Jones Financial Companies
Missouri
$33.1K
BIG
473
Brooklyn Investment Group
New York
$30.6K
ADL
474
Asset Dedication LLC
California
$28.8K
AF
475
Allworth Financial
California
$27K