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SEI Investments

563 hedge funds and large institutions have $8.09B invested in SEI Investments in 2025 Q2 according to their latest regulatory filings, with 105 funds opening new positions, 184 increasing their positions, 197 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

31% more first-time investments, than exits

New positions opened: 105 | Existing positions closed: 80

11% more capital invested

Capital invested by funds: $7.27B → $8.09B (+$824M)

3% more funds holding

Funds holding: 546563 (+17)

7% less repeat investments, than reductions

Existing positions increased: 184 | Existing positions reduced: 197

1.46% less ownership

Funds ownership: 73.8%72.35% (-1.5%)

Holders
563
Holders Change
+17
Holders Change %
+3.11%
% of All Funds
7.41%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.07%
New
105
Increased
184
Reduced
197
Closed
80
Calls
$5.11M
Puts
Net Calls
+$5.11M
Net Calls Change
+$1.34M
Name Holding Trade Value Shares
Change
Change in
Stake
CBT
476
CoreFirst Bank & Trust
Kansas
$33.5K +$30.1K +373 New
Jones Financial Companies
477
Jones Financial Companies
Missouri
$33.1K +$6.29K +78 +27%
BIG
478
Brooklyn Investment Group
New York
$30.6K +$11.6K +144 +73%
ADL
479
Asset Dedication LLC
California
$28.8K
AF
480
Allworth Financial
California
$27K -$13.1K -163 -35%
HPC
481
HM Payson & Co
Maine
$27K
FHA
482
First Horizon Advisors
Tennessee
$26.7K -$40.8K -506 -63%
N
483
Natixis
France
$25.3K -$25.3K -314 -53%
AT
484
Arlington Trust
Alabama
$22.3K
OCM
485
Osterweis Capital Management
California
$22.1K +$19.8K +246 New
DFA
486
DHJJ Financial Advisors
Illinois
$21.1K -$16.9K -210 -47%
NC
487
NewSquare Capital
Pennsylvania
$20.8K +$17.7K +220 +2,000%
SAM
488
Smartleaf Asset Management
Massachusetts
$19.3K -$20.5K -254 -54%
AIM
489
Anchor Investment Management
South Carolina
$18K
HWM
490
Hemington Wealth Management
Virginia
$17K +$3.71K +46 +31%
SWM
491
Spire Wealth Management
Virginia
$16.9K
CFD
492
Creative Financial Designs
Indiana
$16.1K +$564 +7 +4%
NSIM
493
North Star Investment Management
Illinois
$15.7K +$81 +1 +0.6%
Optiver Holding
494
Optiver Holding
Netherlands
$15K +$13.5K +167 New
WTC
495
WhitTier Trust Company
Nevada
$14.5K +$2.5K +31 +24%
FFA
496
Frazier Financial Advisors
Ohio
$14.1K
SIC
497
SJS Investment Consulting
Ohio
$13.2K -$14.4K -179 -55%
HNB
498
Huntington National Bank
Ohio
$12.8K -$63.8K -792 -85%
AIM
499
Access Investment Management
Georgia
$12.4K +$11.1K +138 New
CCM
500
Copeland Capital Management
Pennsylvania
$12.1K

SEIC Hedge Fund Activity: Q2 2025 in Review

563 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in SEI Investments (SEIC) for Q2 2025, worth a combined $8.09B — up 11% from $7.27B a quarter earlier.

Buyers outnumbered sellers: 105 funds opened new SEIC positions and 80 closed out — a net gain of 25 holders — while 184 added to existing stakes and 197 trimmed.

The largest buyer was Lord, Abbett & Co, adding an estimated $65.8M. The largest seller was BlackRock, cutting an estimated $175M.

  • 563 institutional investors held SEI Investments (SEIC) as of Q2 2025, up from 546 in Q1 2025.
  • Funds reported $8.09B of SEI Investments stock for Q2 2025, up 11% quarter-over-quarter.
  • 105 funds opened new SEI Investments positions in Q2 2025 and 80 closed out, a net change of +25 holders.
  • The largest SEI Investments buyer in Q2 2025 was Lord, Abbett & Co, an estimated $65.8M added.
  • The largest SEI Investments seller in Q2 2025 was BlackRock, an estimated $175M sold.

Based on aggregated 13F filings for Q2 2025.