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SEI Investments

550 hedge funds and large institutions have $7.29B invested in SEI Investments in 2025 Q4 according to their latest regulatory filings, with 73 funds opening new positions, 198 increasing their positions, 193 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more ownership

Funds ownership:

more funds holding

Funds holding:

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

3% less capital invested

Capital invested by funds: $7.5B → $7.29B (-$218M)

65% less call options, than puts

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

Holders
550
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
Nomura Asset Management
451
Nomura Asset Management
Japan
$32K
CBT
452
CoreFirst Bank & Trust
Kansas
$30.6K
RFP
453
Root Financial Partners
California
$28.4K
VWWMG
454
Vermillion & White Wealth Management Group
Pennsylvania
$27.4K
ADL
455
Asset Dedication LLC
California
$26.2K
SAM
456
Smartleaf Asset Management
Massachusetts
$26.2K
HCA
457
Harbor Capital Advisors
Illinois
$26K
HPC
458
HM Payson & Co
Maine
$24.6K
QC
459
Quent Capital
New York
$24.5K
PWPS
460
Pinnacle Wealth Planning Services
Ohio
$24.4K
CIBC Private Wealth Group
461
CIBC Private Wealth Group
Georgia
$22.5K
VSQM
462
V-Square Quantitative Management
Illinois
$21.7K
PFBT
463
Parkside Financial Bank & Trust
Missouri
$21K
AT
464
Arlington Trust
Alabama
$20.3K
CT
465
Clearstead Trust
Maine
$20K
DFA
466
DHJJ Financial Advisors
Illinois
$19.3K
CCM
467
Copeland Capital Management
Pennsylvania
$18.1K
QL
468
Quarry LP
New York
$16.6K
Group One Trading
469
Group One Trading
Illinois
$16.6K
AIM
470
Anchor Investment Management
South Carolina
$16.4K
SIC
471
SJS Investment Consulting
Ohio
$16.2K
SWM
472
Spire Wealth Management
Virginia
$15.4K
NSIM
473
North Star Investment Management
Illinois
$14.3K
WTC
474
WhitTier Trust Company
Nevada
$14.1K
FFA
475
Frazier Financial Advisors
Ohio
$12.9K