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SEI Investments

548 hedge funds and large institutions have $7.51B 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

504% more call options, than puts

Call options by funds: $8.6M | Put options by funds: $1.43M

23% more repeat investments, than reductions

Existing positions increased: 209 | Existing positions reduced: 170

0.72% less ownership

Funds ownership: 72.35%71.63% (-0.72%)

3% less funds holding

Funds holding: 563548 (-15)

7% less capital invested

Capital invested by funds: $8.09B → $7.51B (-$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
548
Holders Change
-15
Holders Change %
-2.66%
% of All Funds
7.19%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.05%
New
60
Increased
209
Reduced
170
Closed
68
Calls
$8.6M
Puts
$1.43M
Net Calls
+$7.18M
Net Calls Change
+$2.07M
Name Holding Trade Value Shares
Change
Change in
Stake
AF
451
Allworth Financial
California
$36.6K +$11.7K +132 +44%
CB
452
Community Bank
New York
$35.2K +$36.9K +415 New
MWA
453
Medallion Wealth Advisors
Connecticut
$33.9K
National Bank of Canada
454
National Bank of Canada
Quebec, Canada
$33.5K -$10.5K -118 -23%
Nomura Asset Management
455
Nomura Asset Management
Japan
$33.1K -$1.63M -18,325 -98%
CBT
456
CoreFirst Bank & Trust
Kansas
$31.6K
SIC
457
SJS Investment Consulting
Ohio
$30.3K +$18.7K +210 +143%
RFP
458
Root Financial Partners
California
$28.3K +$29.7K +334 New
ADL
459
Asset Dedication LLC
California
$27.2K
HPC
460
HM Payson & Co
Maine
$25.5K
SAM
461
Smartleaf Asset Management
Massachusetts
$24.7K +$6.49K +73 +34%
MG
462
Mather Group
Illinois
$22.6K +$23.6K +266 New
QC
463
Quent Capital
New York
$22.6K +$23.6K +266 New
AT
464
Arlington Trust
Alabama
$21K
OCM
465
Osterweis Capital Management
California
$20.9K
DFA
466
DHJJ Financial Advisors
Illinois
$19.9K
CCM
467
Copeland Capital Management
Pennsylvania
$18.8K +$7.64K +86 +64%
Group One Trading
468
Group One Trading
Illinois
$17.2K +$18K +203 New
N
469
Natixis
France
$17.1K -$7.11K -80 -28%
HWM
470
Hemington Wealth Management
Virginia
$17K +$977 +11 +6%
AIM
471
Anchor Investment Management
South Carolina
$17K
SWM
472
Spire Wealth Management
Virginia
$16K
CFD
473
Creative Financial Designs
Indiana
$15.2K
HFS
474
Hantz Financial Services
Michigan
$15K +$9.42K +106 +141%
NSIM
475
North Star Investment Management
Illinois
$14.8K

SEIC Hedge Fund Activity: Q3 2025 in Review

548 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in SEI Investments (SEIC) for Q3 2025, worth a combined $7.51B — down 7.2% from $8.09B a quarter earlier.

Sellers outnumbered buyers: 68 funds closed out of SEIC and 60 opened new positions — a net loss of 8 holders — while 170 trimmed existing stakes and 209 added.

The largest buyer was Fidelity Investments, adding an estimated $45.5M. The largest seller was Azora Capital LP, exiting entirely with an estimated $69.9M sold.

  • 548 institutional investors held SEI Investments (SEIC) as of Q3 2025, down from 563 in Q2 2025.
  • Funds reported $7.51B of SEI Investments stock for Q3 2025, down 7.2% quarter-over-quarter.
  • 60 funds opened new SEI Investments positions in Q3 2025 and 68 closed out, a net change of -8 holders.
  • The largest SEI Investments buyer in Q3 2025 was Fidelity Investments, an estimated $45.5M added.
  • The largest SEI Investments seller in Q3 2025 was Azora Capital LP, an estimated $69.9M sold.

Based on aggregated 13F filings for Q3 2025.