We are live on ! Find out more
SEIC icon

SEI Investments

539 hedge funds and large institutions have $7.53B invested in SEI Investments in 2024 Q4 according to their latest regulatory filings, with 94 funds opening new positions, 161 increasing their positions, 186 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

646% more call options, than puts

Call options by funds: $5.85M | Put options by funds: $784K

400% more funds holding in top 10

Funds holding in top 10: 15 (+4)

96% more first-time investments, than exits

New positions opened: 94 | Existing positions closed: 48

19% more capital invested

Capital invested by funds: $6.35B → $7.53B (+$1.18B)

8% more funds holding

Funds holding: 500539 (+39)

0.15% more ownership

Funds ownership: 70.61%70.76% (+0.15%)

13% less repeat investments, than reductions

Existing positions increased: 161 | Existing positions reduced: 186

Holders
539
Holders Change
+39
Holders Change %
+7.8%
% of All Funds
7.1%
Holding in Top 10
5
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+400%
% of All Funds
0.07%
New
94
Increased
161
Reduced
186
Closed
48
Calls
$5.85M
Puts
$784K
Net Calls
+$5.06M
Net Calls Change
+$11.6M
Name Holding Trade Value Shares
Change
Change in
Stake
LFA
476
LGT Financial Advisors
Texas
$20.2K
RA
477
Rise Advisors
New York
$18.6K
VCM
478
Versant Capital Management
Arizona
$17.5K +$5.88K +75 +55%
AIM
479
Anchor Investment Management
South Carolina
$16.5K
GXJ
480
Global X Japan
Japan
$15.6K -$8.71K -111 -37%
SWM
481
Spire Wealth Management
Virginia
$15.6K +$78 +1 +0.5%
Jones Financial Companies
482
Jones Financial Companies
Missouri
$15.5K +$1.02K +13 +7%
NSIM
483
North Star Investment Management
Illinois
$14.2K
SC
484
Stephens Consulting
Michigan
$13.3K
FFA
485
Frazier Financial Advisors
Ohio
$13K
WWA
486
Wingate Wealth Advisors
Massachusetts
$12.5K +$11.9K +152 New
CCM
487
Copeland Capital Management
Pennsylvania
$11.1K +$10.6K +135 New
BCWM
488
Bartlett & Co Wealth Management
Ohio
$10.9K
WTC
489
WhitTier Trust Company
Nevada
$10.7K
CFD
490
Creative Financial Designs
Indiana
$10.5K
CA
491
Clearstead Advisors
Ohio
$9.65K -$475K -6,059 -98%
HWM
492
Hemington Wealth Management
Virginia
$9K +$2.75K +35 +44%
CJ
493
Caitlin John
Michigan
$8.98K
PWMG
494
Prestige Wealth Management Group
New Jersey
$8.71K
JWA
495
JFS Wealth Advisors
Pennsylvania
$8.41K +$392 +5 +5%
ZB
496
Zions Bancorporation
Utah
$7.92K
BIG
497
Brooklyn Investment Group
New York
$7.42K
CFO
498
CVA Family Office
Colorado
$7.18K
CFB
499
Cullen/Frost Bankers
Texas
$6.76K
KWAG
500
Kiely Wealth Advisory Group
North Carolina
$6.33K

SEIC Hedge Fund Activity: Q4 2024 in Review

539 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in SEI Investments (SEIC) for Q4 2024, worth a combined $7.53B — up 19% from $6.35B a quarter earlier.

Buyers outnumbered sellers: 94 funds opened new SEIC positions and 48 closed out — a net gain of 46 holders — while 161 added to existing stakes and 186 trimmed.

The largest buyer was Norges Bank, adding an estimated $36.7M. The largest seller was Beutel, Goodman & Co, cutting an estimated $106M.

  • 539 institutional investors held SEI Investments (SEIC) as of Q4 2024, up from 500 in Q3 2024.
  • Funds reported $7.53B of SEI Investments stock for Q4 2024, up 19% quarter-over-quarter.
  • 94 funds opened new SEI Investments positions in Q4 2024 and 48 closed out, a net change of +46 holders.
  • The largest SEI Investments buyer in Q4 2024 was Norges Bank, an estimated $36.7M added.
  • The largest SEI Investments seller in Q4 2024 was Beutel, Goodman & Co, an estimated $106M sold.

Based on aggregated 13F filings for Q4 2024.