SEIC icon

SEI Investments

561 hedge funds and large institutions have $8.09B invested in SEI Investments in 2025 Q2 according to their latest regulatory filings, with 107 funds opening new positions, 181 increasing their positions, 197 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

8% less repeat investments, than reductions

Existing positions increased: 181 | Existing positions reduced: 197

1.03% less ownership

Funds ownership: 73.35%72.33% (-1%)

Holders
561
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$5.11M
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BIG
476
Brooklyn Investment Group
New York
$30.6K
ADL
477
Asset Dedication LLC
California
$28.8K
AF
478
Allworth Financial
California
$27K
HPC
479
HM Payson & Co
Maine
$27K
FHA
480
First Horizon Advisors
Tennessee
$26.7K
N
481
Natixis
France
$25.3K
AT
482
Arlington Trust
Alabama
$22.3K
OCM
483
Osterweis Capital Management
California
$22.1K
DFA
484
DHJJ Financial Advisors
Illinois
$21.1K
NC
485
NewSquare Capital
Pennsylvania
$20.8K
SAM
486
Smartleaf Asset Management
Massachusetts
$19.3K
AIM
487
Anchor Investment Management
South Carolina
$18K
HWM
488
Hemington Wealth Management
Virginia
$17K
SWM
489
Spire Wealth Management
Virginia
$16.9K
CFD
490
Creative Financial Designs
Indiana
$16.1K
NSIM
491
North Star Investment Management
Illinois
$15.7K
Optiver Holding
492
Optiver Holding
Netherlands
$15K
WTC
493
WhitTier Trust Company
Nevada
$14.5K
FFA
494
Frazier Financial Advisors
Ohio
$14.1K
SIC
495
SJS Investment Consulting
Ohio
$13.2K
HNB
496
Huntington National Bank
Ohio
$12.8K
AIM
497
Access Investment Management
Georgia
$12.4K
CCM
498
Copeland Capital Management
Pennsylvania
$12.1K
BCWM
499
Bartlett & Co Wealth Management
Ohio
$11.8K
GXJ
500
Global X Japan
Japan
$11.6K