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SEI Investments

558 hedge funds and large institutions have $8.07B invested in SEI Investments in 2025 Q2 according to their latest regulatory filings, with 107 funds opening new positions, 180 increasing their positions, 195 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:

0.82% less ownership

Funds ownership: 73.01%72.2% (-0.82%)

8% less repeat investments, than reductions

Existing positions increased: 180 | Existing positions reduced: 195

Holders
558
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
HPC
476
HM Payson & Co
Maine
$27K
FHA
477
First Horizon Advisors
Tennessee
$26.7K
N
478
Natixis
France
$25.3K
AT
479
Arlington Trust
Alabama
$22.3K
OCM
480
Osterweis Capital Management
California
$22.1K
DFA
481
DHJJ Financial Advisors
Illinois
$21.1K
NC
482
NewSquare Capital
Pennsylvania
$20.8K
SAM
483
Smartleaf Asset Management
Massachusetts
$19.3K
AIM
484
Anchor Investment Management
South Carolina
$18K
HWM
485
Hemington Wealth Management
Virginia
$17K
SWM
486
Spire Wealth Management
Virginia
$16.9K
CFD
487
Creative Financial Designs
Indiana
$16.1K
NSIM
488
North Star Investment Management
Illinois
$15.7K
Optiver Holding
489
Optiver Holding
Netherlands
$15K
WTC
490
WhitTier Trust Company
Nevada
$14.5K
FFA
491
Frazier Financial Advisors
Ohio
$14.1K
SIC
492
SJS Investment Consulting
Ohio
$13.2K
HNB
493
Huntington National Bank
Ohio
$12.8K
AIM
494
Access Investment Management
Georgia
$12.4K
CCM
495
Copeland Capital Management
Pennsylvania
$12.1K
BCWM
496
Bartlett & Co Wealth Management
Ohio
$11.8K
GXJ
497
Global X Japan
Japan
$11.6K
NA
498
NewEdge Advisors
Louisiana
$11.6K
JWA
499
JFS Wealth Advisors
Pennsylvania
$9.71K
AGWCA
500
Annis Gardner Whiting Capital Advisors
Florida
$9.53K