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SEI Investments

557 hedge funds and large institutions have $8.07B invested in SEI Investments in 2025 Q2 according to their latest regulatory filings, with 108 funds opening new positions, 180 increasing their positions, 194 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
557
Holders Change
+19
Holders Change %
+3.53%
% of All Funds
7.47%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.07%
New
108
Increased
180
Reduced
194
Closed
78
Calls
$5.11M
Puts
Net Calls
+$5.11M
Net Calls Change
+$1.35M
Name Holding Trade Value Shares
Change
Shares
Change %
FHA
476
First Horizon Advisors
Tennessee
$26.7K -$45.5K -506 -63%
N
477
Natixis
France
$25.3K -$28.2K -314 -53%
AT
478
Arlington Trust
Alabama
$22.3K
OCM
479
Osterweis Capital Management
California
$22.1K +$22.1K +246 New
DFA
480
DHJJ Financial Advisors
Illinois
$21.1K -$18.9K -210 -47%
NC
481
NewSquare Capital
Pennsylvania
$20.8K +$19.8K +220 +2,000%
SAM
482
Smartleaf Asset Management
Massachusetts
$19.3K -$22.7K -254 -54%
AIM
483
Anchor Investment Management
South Carolina
$18K
HWM
484
Hemington Wealth Management
Virginia
$17K +$3.99K +46 +31%
SWM
485
Spire Wealth Management
Virginia
$16.9K
CFD
486
Creative Financial Designs
Indiana
$16.1K +$629 +7 +4%
NSIM
487
North Star Investment Management
Illinois
$15.7K +$90 +1 +0.6%
Optiver Holding
488
Optiver Holding
Netherlands
$15K +$15K +167 New
WTC
489
WhitTier Trust Company
Nevada
$14.5K +$2.79K +31 +24%
FFA
490
Frazier Financial Advisors
Ohio
$14.1K
SIC
491
SJS Investment Consulting
Ohio
$13.2K -$16.1K -179 -55%
HNB
492
Huntington National Bank
Ohio
$12.8K -$71.2K -792 -85%
AIM
493
Access Investment Management
Georgia
$12.4K +$12.4K +138 New
CCM
494
Copeland Capital Management
Pennsylvania
$12.1K
BCWM
495
Bartlett & Co Wealth Management
Ohio
$11.8K
GXJ
496
Global X Japan
Japan
$11.6K -$4.94K -55 -30%
NA
497
NewEdge Advisors
Louisiana
$11.6K +$359 +4 +3%
JWA
498
JFS Wealth Advisors
Pennsylvania
$9.71K +$988 +11 +11%
AGWCA
499
Annis Gardner Whiting Capital Advisors
Florida
$9.53K +$9.53K +106 New
PWMG
500
Prestige Wealth Management Group
New Jersey
$9.44K