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SEI Investments

553 hedge funds and large institutions have $7.3B invested in SEI Investments in 2025 Q4 according to their latest regulatory filings, with 75 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: $7.5B → $7.3B (-$202M)

65% less call options, than puts

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

Holders
553
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
VCM
451
Versant Capital Management
Arizona
$39K
TFA
452
Toth Financial Advisory
Virginia
$34.4K
CB
453
Community Bank
New York
$34K
Nomura Asset Management
454
Nomura Asset Management
Japan
$32K
CBT
455
CoreFirst Bank & Trust
Kansas
$30.6K
RFP
456
Root Financial Partners
California
$28.4K
VWWMG
457
Vermillion & White Wealth Management Group
Pennsylvania
$27.4K
ADL
458
Asset Dedication LLC
California
$26.2K
SAM
459
Smartleaf Asset Management
Massachusetts
$26.2K
HCA
460
Harbor Capital Advisors
Illinois
$26K
HPC
461
HM Payson & Co
Maine
$24.6K
QC
462
Quent Capital
New York
$24.5K
PWPS
463
Pinnacle Wealth Planning Services
Ohio
$24.4K
CIBC Private Wealth Group
464
CIBC Private Wealth Group
Georgia
$22.5K
VSQM
465
V-Square Quantitative Management
Illinois
$21.7K
PFBT
466
Parkside Financial Bank & Trust
Missouri
$21K
AT
467
Arlington Trust
Alabama
$20.3K
CT
468
Clearstead Trust
Maine
$20K
DFA
469
DHJJ Financial Advisors
Illinois
$19.3K
CCM
470
Copeland Capital Management
Pennsylvania
$18.1K
QL
471
Quarry LP
New York
$16.6K
Group One Trading
472
Group One Trading
Illinois
$16.6K
AIM
473
Anchor Investment Management
South Carolina
$16.4K
SIC
474
SJS Investment Consulting
Ohio
$16.2K
SWM
475
Spire Wealth Management
Virginia
$15.4K