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SEI Investments

546 hedge funds and large institutions have $7.5B invested in SEI Investments in 2025 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 209 increasing their positions, 170 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less ownership

Funds ownership:

less funds holding

Funds holding:

7% less capital invested

Capital invested by funds: $8.09B → $7.5B (-$584M)

12% less first-time investments, than exits

New positions opened: 60 | Existing positions closed: 68

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
546
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$8.6M
Puts
$1.43M
Net Calls
Net Calls Change

Top Sellers

1 -$69.9M
2 -$51.3M
3 -$28.7M
4
Jane Street
Jane Street
New York
-$23.8M
5
BTW
Boston Trust Walden
Massachusetts
-$23.5M
Name Holding Trade Value Shares
Change
Change in
Stake
CB
451
Community Bank
New York
$35.2K
National Bank of Canada
452
National Bank of Canada
Quebec, Canada
$33.5K
Nomura Asset Management
453
Nomura Asset Management
Japan
$33.1K
CBT
454
CoreFirst Bank & Trust
Kansas
$31.6K
SIC
455
SJS Investment Consulting
Ohio
$30.3K
RFP
456
Root Financial Partners
California
$28.3K
ADL
457
Asset Dedication LLC
California
$27.2K
HPC
458
HM Payson & Co
Maine
$25.5K
SAM
459
Smartleaf Asset Management
Massachusetts
$24.7K
MG
460
Mather Group
Illinois
$22.6K
QC
461
Quent Capital
New York
$22.6K
AT
462
Arlington Trust
Alabama
$21K
OCM
463
Osterweis Capital Management
California
$20.9K
DFA
464
DHJJ Financial Advisors
Illinois
$19.9K
CCM
465
Copeland Capital Management
Pennsylvania
$18.8K
Group One Trading
466
Group One Trading
Illinois
$17.2K
N
467
Natixis
France
$17.1K
HWM
468
Hemington Wealth Management
Virginia
$17K
AIM
469
Anchor Investment Management
South Carolina
$17K
SWM
470
Spire Wealth Management
Virginia
$16K
CFD
471
Creative Financial Designs
Indiana
$15.2K
HFS
472
Hantz Financial Services
Michigan
$15K
NSIM
473
North Star Investment Management
Illinois
$14.8K
WTC
474
WhitTier Trust Company
Nevada
$13.8K
FFA
475
Frazier Financial Advisors
Ohio
$13.3K