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SEI Investments

546 hedge funds and large institutions have $7.27B invested in SEI Investments in 2025 Q1 according to their latest regulatory filings, with 67 funds opening new positions, 191 increasing their positions, 188 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

881% more call options, than puts

Call options by funds: $4.19M | Put options by funds: $427K

29% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 52

3.04% more ownership

Funds ownership: 70.76%73.8% (+3%)

1% more funds holding

Funds holding: 539546 (+7)

2% more repeat investments, than reductions

Existing positions increased: 191 | Existing positions reduced: 188

3% less capital invested

Capital invested by funds: $7.53B → $7.27B (-$257M)

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
546
Holders Change
+7
Holders Change %
+1.3%
% of All Funds
7.32%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.04%
New
67
Increased
191
Reduced
188
Closed
52
Calls
$4.19M
Puts
$427K
Net Calls
+$3.76M
Net Calls Change
-$1.3M
Name Holding Trade Value Shares
Change
Change in
Stake
AIM
476
Anchor Investment Management
South Carolina
$15.5K
BIG
477
Brooklyn Investment Group
New York
$15.2K +$8.52K +106 +118%
CIBC Private Wealth Group
478
CIBC Private Wealth Group
Georgia
$14.8K -$57.9K -720 -76%
SWM
479
Spire Wealth Management
Virginia
$14.6K -$80 -1 -0.5%
GXJ
480
Global X Japan
Japan
$14.3K -$402 -5 -3%
NSIM
481
North Star Investment Management
Illinois
$13.5K +$80 +1 +0.6%
CFD
482
Creative Financial Designs
Indiana
$13.4K +$3.62K +45 +35%
FFA
483
Frazier Financial Advisors
Ohio
$12.2K
BFPW
484
BOK Financial Private Wealth
Colorado
$12K +$12.4K +154 New
TSMHT
485
Thurston Springer Miller Herd & Titak
Indiana
$11.2K +$11.6K +144 New
HWM
486
Hemington Wealth Management
Virginia
$11K +$2.89K +36 +32%
CCM
487
Copeland Capital Management
Pennsylvania
$10.5K
BCWM
488
Bartlett & Co Wealth Management
Ohio
$10.2K
WTC
489
WhitTier Trust Company
Nevada
$10.1K
NA
490
NewEdge Advisors
Louisiana
$9.67K -$206K -2,568 -95%
PWMG
491
Prestige Wealth Management Group
New Jersey
$8.15K
JWA
492
JFS Wealth Advisors
Pennsylvania
$7.53K -$402 -5 -5%
ZBNA
493
Zions Bancorporation, National Association
Utah
$7.45K +$7.72K +96 New
CFO
494
CVA Family Office
Colorado
$7.3K +$563 +7 +8%
FMII
495
Farmers & Merchants Investments Inc
Nebraska
$6.29K +$2.98K +37 +84%
BCMLT
496
Beacon Capital Management LLC (Tennessee)
Tennessee
$6.29K +$6.51K +81 New
FNWA
497
Financial Network Wealth Advisors
Utah
$5.43K +$884 +11 +19%
HCP
498
Hexagon Capital Partners
Arkansas
$5.2K +$643 +8 +14%
BIA
499
Bell Investment Advisors
California
$4.89K
TCOV
500
Trust Company of Vermont
Vermont
$4.89K

SEIC Hedge Fund Activity: Q1 2025 in Review

546 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in SEI Investments (SEIC) for Q1 2025, worth a combined $7.27B — down 3.4% from $7.53B a quarter earlier.

Buyers outnumbered sellers: 67 funds opened new SEIC positions and 52 closed out — a net gain of 15 holders — while 191 added to existing stakes and 188 trimmed.

The largest buyer was First Trust Advisors, adding an estimated $88.4M. The largest seller was Citadel Advisors, exiting entirely with an estimated $60M sold.

  • 546 institutional investors held SEI Investments (SEIC) as of Q1 2025, up from 539 in Q4 2024.
  • Funds reported $7.27B of SEI Investments stock for Q1 2025, down 3.4% quarter-over-quarter.
  • 67 funds opened new SEI Investments positions in Q1 2025 and 52 closed out, a net change of +15 holders.
  • The largest SEI Investments buyer in Q1 2025 was First Trust Advisors, an estimated $88.4M added.
  • The largest SEI Investments seller in Q1 2025 was Citadel Advisors, an estimated $60M sold.

Based on aggregated 13F filings for Q1 2025.