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SEI Investments

538 hedge funds and large institutions have $7.49B invested in SEI Investments in 2025 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 206 increasing their positions, 169 reducing their positions, and 69 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: $8.08B → $7.49B (-$594M)

13% less first-time investments, than exits

New positions opened: 60 | Existing positions closed: 69

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
538
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 -$49M
3 -$27.4M
4
Jane Street
Jane Street
New York
-$22.7M
5
BTW
Boston Trust Walden
Massachusetts
-$22.4M
Name Holding Trade Value Shares
Change
Change in
Stake
SAM
451
Smartleaf Asset Management
Massachusetts
$24.7K
MG
452
Mather Group
Illinois
$22.6K
QC
453
Quent Capital
New York
$22.6K
AT
454
Arlington Trust
Alabama
$21K
OCM
455
Osterweis Capital Management
California
$20.9K
DFA
456
DHJJ Financial Advisors
Illinois
$19.9K
CCM
457
Copeland Capital Management
Pennsylvania
$18.8K
Group One Trading
458
Group One Trading
Illinois
$17.2K
N
459
Natixis
France
$17.1K
HWM
460
Hemington Wealth Management
Virginia
$17K
AIM
461
Anchor Investment Management
South Carolina
$17K
SWM
462
Spire Wealth Management
Virginia
$16K
CFD
463
Creative Financial Designs
Indiana
$15.2K
HFS
464
Hantz Financial Services
Michigan
$15K
NSIM
465
North Star Investment Management
Illinois
$14.8K
WTC
466
WhitTier Trust Company
Nevada
$13.8K
FFA
467
Frazier Financial Advisors
Ohio
$13.3K
RIL
468
Rothschild Investment LLC
Illinois
$13.1K
Daiwa Securities Group
469
Daiwa Securities Group
Japan
$13K
HNB
470
Huntington National Bank
Ohio
$12.6K
AIM
471
Access Investment Management
Georgia
$11.7K
FNWA
472
Financial Network Wealth Advisors
Utah
$11.5K
BCWM
473
Bartlett & Co Wealth Management
Ohio
$11.1K
NA
474
NewEdge Advisors
Louisiana
$10.9K
CJ
475
Caitlin John
Michigan
$9.33K