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SEI Investments

558 hedge funds and large institutions have $7.31B invested in SEI Investments in 2025 Q4 according to their latest regulatory filings, with 78 funds opening new positions, 200 increasing their positions, 192 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more ownership

Funds ownership:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

3% less capital invested

Capital invested by funds: $7.51B → $7.31B (-$199M)

65% less call options, than puts

Call options by funds: $509K | Put options by funds: $1.45M

Holders
558
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
$509K
Puts
$1.45M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WTA
451
Washington Trust Advisors
Massachusetts
$42.1K
AA
452
Addison Advisors
Vermont
$41.3K
CA
453
CoreCap Advisors
Michigan
$40.8K
VCM
454
Versant Capital Management
Arizona
$39K
TFA
455
Toth Financial Advisory
Virginia
$34.4K
CB
456
Community Bank
New York
$34K
MWA
457
Medallion Wealth Advisors
Connecticut
$32.8K
Nomura Asset Management
458
Nomura Asset Management
Japan
$32K
CBT
459
CoreFirst Bank & Trust
Kansas
$30.6K
RFP
460
Root Financial Partners
California
$28.4K
VWWMG
461
Vermillion & White Wealth Management Group
Pennsylvania
$27.4K
ADL
462
Asset Dedication LLC
California
$26.2K
SAM
463
Smartleaf Asset Management
Massachusetts
$26.2K
HCA
464
Harbor Capital Advisors
Illinois
$26K
HPC
465
HM Payson & Co
Maine
$24.6K
QC
466
Quent Capital
New York
$24.5K
PWPS
467
Pinnacle Wealth Planning Services
Ohio
$24.4K
CIBC Private Wealth Group
468
CIBC Private Wealth Group
Georgia
$22.5K
VSQM
469
V-Square Quantitative Management
Illinois
$21.7K
PFBT
470
Parkside Financial Bank & Trust
Missouri
$21K
AT
471
Arlington Trust
Alabama
$20.3K
CT
472
Clearstead Trust
Maine
$20K
DFA
473
DHJJ Financial Advisors
Illinois
$19.3K
CCM
474
Copeland Capital Management
Pennsylvania
$18.1K
QL
475
Quarry LP
New York
$16.6K