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SEI Investments

562 hedge funds and large institutions have $7.06B invested in SEI Investments in 2026 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 215 increasing their positions, 177 reducing their positions, and 61 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: $7.31B → $7.06B (-$247M)

51% less call options, than puts

Call options by funds: $3.65M | Put options by funds: $7.42M

Holders
562
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
$3.65M
Puts
$7.42M
Net Calls
Net Calls Change

Top Buyers

1 +$146M
2 +$61.7M
3 +$45.6M
4
BlackRock
BlackRock
New York
+$38.9M
5
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
+$23.6M

Top Sellers

1 -$48.3M
2 -$36.1M
3 -$26.3M
4
Morgan Stanley
Morgan Stanley
New York
-$23.3M
5
Millennium Management
Millennium Management
New York
-$20.8M
Name Holding Trade Value Shares
Change
Change in
Stake
RFP
451
Root Financial Partners
California
$38.2K
CTC
452
Central Trust Company
Missouri
$37.7K
HI
453
Harbour Investments
Wisconsin
$36.3K
TFA
454
Toth Financial Advisory
Virginia
$33K
CB
455
Community Bank
New York
$32.6K
MWA
456
Medallion Wealth Advisors
Connecticut
$31.4K
HIA
457
Harbor Investment Advisory
Maryland
$31.3K
Nomura Asset Management
458
Nomura Asset Management
Japan
$30.6K
WT
459
Whittier Trust
California
$29.6K
CI
460
CX Institutional
Indiana
$29K
VSQM
461
V-Square Quantitative Management
Illinois
$25.2K
ADL
462
Asset Dedication LLC
California
$25.1K
FNWA
463
Financial Network Wealth Advisors
Utah
$24.2K
SAM
464
Smartleaf Asset Management
Massachusetts
$24.2K
HPC
465
HM Payson & Co
Maine
$23.5K
TWD
466
True Wealth Design
Ohio
$22.3K
CFO
467
CVA Family Office
Colorado
$21.3K
PWPS
468
Pinnacle Wealth Planning Services
Ohio
$21.1K
HCA
469
Harbor Capital Advisors
Illinois
$21K
MG
470
Mather Group
Illinois
$20.6K
AT
471
Arlington Trust
Alabama
$19.5K
NSIM
472
North Star Investment Management
Illinois
$19.1K
DFA
473
DHJJ Financial Advisors
Illinois
$18.4K
CCM
474
Copeland Capital Management
Pennsylvania
$17.3K
AssetMark Inc
475
AssetMark Inc
California
$16.6K