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SEI Investments
SEIC

Overview Fund Activity

538 hedge funds and large institutions have $7.19B invested in SEI Investments in 2025 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 188 increasing their positions, 183 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
538
Holders Change
+4
Holders Change %
+0.75%
% of All Funds
7.31%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.04%
New
68
Increased
188
Reduced
183
Closed
53
Calls
$4.19M
Puts
$427K
Net Calls
+$3.76M
Net Calls Change
-$1.3M

Top Buyers

1
First Trust Advisors
First Trust Advisors
Illinois
$123M
2
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$51.8M
3
Millennium Management
Millennium Management
New York
$60.8M
4
Amundi
Amundi
France
$57.5M
5
ACL
Azora Capital LP
Florida
$28.9M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
$0
2
Brown Advisory
Brown Advisory
Maryland
$1.16M
3
Invesco
Invesco
Georgia
$132M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$71M
5
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$3.54M
Name Holding Trade Value Shares
Change 		Shares
Change %
BFPW
476
BOK Financial Private Wealth
Colorado
$12K +$12K +154 New
TSMHT
477
Thurston Springer Miller Herd & Titak
Indiana
$11.2K +$11.2K +144 New
HWM
478
Hemington Wealth Management
Virginia
$11K +$2.64K +36 +32%
CCM
479
Copeland Capital Management
Pennsylvania
$10.5K – – –
BCWM
480
Bartlett & Co Wealth Management
Ohio
$10.2K – – –
WTC
481
WhitTier Trust Company
Nevada
$10.1K – – –
NA
482
NewEdge Advisors
Louisiana
$9.67K -$199K -2,568 -95%
PWMG
483
Prestige Wealth Management Group
New Jersey
$8.15K – – –
JWA
484
JFS Wealth Advisors
Pennsylvania
$7.53K -$388 -5 -5%
ZBNA
485
Zions Bancorporation, National Association
Utah
$7.45K +$7.45K +96 New
CFO
486
CVA Family Office
Colorado
$7.3K +$543 +7 +8%
FMII
487
Farmers & Merchants Investments Inc
Nebraska
$6.29K +$2.87K +37 +84%
BCMLT
488
Beacon Capital Management LLC (Tennessee)
Tennessee
$6.29K +$6.29K +81 New
FNWA
489
Financial Network Wealth Advisors
Utah
$5.43K +$854 +11 +19%
HCP
490
Hexagon Capital Partners
Arkansas
$5.2K +$621 +8 +14%
BIA
491
Bell Investment Advisors
California
$4.89K – – –
TCOV
492
Trust Company of Vermont
Vermont
$4.89K – – –
PWMG
493
Private Wealth Management Group
New Jersey
$4.66K – – –
HI
494
Harbour Investments
Wisconsin
$4.35K – – –
AS
495
Altshuler Shaham
Israel
$3.88K – – –
MA
496
Montag & Associates
Georgia
$3.57K – – –
CWA
497
Carolina Wealth Advisors
South Carolina
$3.34K – – –
SCB
498
Saudi Central Bank
Saudi Arabia
$3.34K +$3.34K +43 New
WPA
499
West Paces Advisors
Georgia
$3.26K – – –
GBT
500
Grove Bank & Trust
Florida
$3.26K +$3.26K +42 New
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