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SEI Investments

542 hedge funds and large institutions have $7.49B invested in SEI Investments in 2025 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 208 increasing their positions, 170 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: $8.09B → $7.49B (-$598M)

14% less first-time investments, than exits

New positions opened: 59 | Existing positions closed: 69

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
542
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
SIC
451
SJS Investment Consulting
Ohio
$30.3K
RFP
452
Root Financial Partners
California
$28.3K
ADL
453
Asset Dedication LLC
California
$27.2K
HPC
454
HM Payson & Co
Maine
$25.5K
SAM
455
Smartleaf Asset Management
Massachusetts
$24.7K
MG
456
Mather Group
Illinois
$22.6K
QC
457
Quent Capital
New York
$22.6K
AT
458
Arlington Trust
Alabama
$21K
OCM
459
Osterweis Capital Management
California
$20.9K
DFA
460
DHJJ Financial Advisors
Illinois
$19.9K
CCM
461
Copeland Capital Management
Pennsylvania
$18.8K
Group One Trading
462
Group One Trading
Illinois
$17.2K
N
463
Natixis
France
$17.1K
HWM
464
Hemington Wealth Management
Virginia
$17K
AIM
465
Anchor Investment Management
South Carolina
$17K
SWM
466
Spire Wealth Management
Virginia
$16K
CFD
467
Creative Financial Designs
Indiana
$15.2K
HFS
468
Hantz Financial Services
Michigan
$15K
NSIM
469
North Star Investment Management
Illinois
$14.8K
WTC
470
WhitTier Trust Company
Nevada
$13.8K
FFA
471
Frazier Financial Advisors
Ohio
$13.3K
RIL
472
Rothschild Investment LLC
Illinois
$13.1K
Daiwa Securities Group
473
Daiwa Securities Group
Japan
$13K
HNB
474
Huntington National Bank
Ohio
$12.6K
AIM
475
Access Investment Management
Georgia
$11.7K