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SEI Investments

565 hedge funds and large institutions have $7.06B invested in SEI Investments in 2026 Q1 according to their latest regulatory filings, with 74 funds opening new positions, 216 increasing their positions, 179 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 74 | Existing positions closed: 59

21% more repeat investments, than reductions

Existing positions increased: 216 | Existing positions reduced: 179

1% more funds holding

Funds holding: 559565 (+6)

0.88% more ownership

Funds ownership: 72.75%73.63% (+0.88%)

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 (-$246M)

51% less call options, than puts

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

Holders
565
Holders Change
+6
Holders Change %
+1.07%
% of All Funds
6.96%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
74
Increased
216
Reduced
179
Closed
59
Calls
$3.65M
Puts
$7.42M
Net Calls
-$3.77M
Net Calls Change
-$2.83M
Name Holding Trade Value Shares
Change
Change in
Stake
CCM
476
Copeland Capital Management
Pennsylvania
$17.3K
AssetMark Inc
477
AssetMark Inc
California
$16.6K +$8.73K +106 +101%
Group One Trading
478
Group One Trading
Illinois
$15.9K
AIM
479
Anchor Investment Management
South Carolina
$15.7K
HHCP
480
Hilton Head Capital Partners
South Carolina
$15.7K +$7.08K +86 +75%
IWS
481
Intentional Wealth Strategies
Colorado
$15.6K +$16.4K +199 New
WTC
482
WhitTier Trust Company
Nevada
$14.9K +$2.96K +36 +23%
SWM
483
Spire Wealth Management
Virginia
$14.8K
PWA
484
Physician Wealth Advisors
Utah
$14.1K +$6.67K +81 +82%
CA
485
CoreCap Advisors
Michigan
$13.3K -$26.9K -327 -66%
FFA
486
Frazier Financial Advisors
Ohio
$12.3K
EWP
487
Elevation Wealth Partners
California
$12.3K +$12.4K +151 +2,517%
BCWM
488
Bartlett & Co Wealth Management
Ohio
$12K
OC
489
Oakworth Capital
Alabama
$11.4K
BLC
490
Brown, Lisle/Cummings
Rhode Island
$11.4K +$11.9K +145 New
AIM
491
Access Investment Management
Georgia
$10.8K
JWA
492
JFS Wealth Advisors
Pennsylvania
$10.8K -$247 -3 -2%
RFS
493
Richardson Financial Services
Massachusetts
$10.2K +$1.65K +20 +18%
TPWA
494
Twin Peaks Wealth Advisors
California
$9.81K +$10.3K +125 New
OCWP
495
Owl Creek Wealth Partners
Colorado
$9.42K +$9.88K +120 New
BIA
496
Bell Investment Advisors
California
$8.55K +$6.92K +84 +336%
PWMG
497
Prestige Wealth Management Group
New Jersey
$8.24K
CFD
498
Creative Financial Designs
Indiana
$8.22K
FFO
499
Fortitude Family Office
Arizona
$8.08K +$6.01K +73 +243%
ECSS
500
Eurizon Capital SGR SpA
$8.07K +$8.56K +104 New