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SEI Investments

546 hedge funds and large institutions have $7.5B invested in SEI Investments in 2025 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 209 increasing their positions, 170 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less ownership

Funds ownership:

less funds holding

Funds holding:

7% less capital invested

Capital invested by funds: $8.09B → $7.5B (-$584M)

12% less first-time investments, than exits

New positions opened: 60 | Existing positions closed: 68

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
546
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$8.6M
Puts
$1.43M
Net Calls
Net Calls Change

Top Sellers

1 -$69.9M
2 -$51.3M
3 -$28.7M
4
Jane Street
Jane Street
New York
-$23.8M
5
BTW
Boston Trust Walden
Massachusetts
-$23.5M
Name Holding Trade Value Shares
Change
Change in
Stake
RIL
476
Rothschild Investment LLC
Illinois
$13.1K
Daiwa Securities Group
477
Daiwa Securities Group
Japan
$13K
HNB
478
Huntington National Bank
Ohio
$12.6K
AIM
479
Access Investment Management
Georgia
$11.7K
FNWA
480
Financial Network Wealth Advisors
Utah
$11.5K
BCWM
481
Bartlett & Co Wealth Management
Ohio
$11.1K
NA
482
NewEdge Advisors
Louisiana
$10.9K
CJ
483
Caitlin John
Michigan
$9.33K
JWA
484
JFS Wealth Advisors
Pennsylvania
$9.16K
PWMG
485
Prestige Wealth Management Group
New Jersey
$8.91K
PWA
486
Physician Wealth Advisors
Utah
$8.65K
Optiver Holding
487
Optiver Holding
Netherlands
$8.57K
CFO
488
CVA Family Office
Colorado
$7.98K
VEA
489
Virtus ETF Advisers
New York
$7.72K
LFG
490
Larson Financial Group
Missouri
$7.68K
BFS
491
Bare Financial Services
Pennsylvania
$7.55K
TWD
492
True Wealth Design
Ohio
$7.13K
AssetMark Inc
493
AssetMark Inc
California
$6.96K
FMII
494
Farmers & Merchants Investments Inc
Nebraska
$6.87K
HDIM
495
Hanson & Doremus Investment Management
Vermont
$6K
HI
496
Harbour Investments
Wisconsin
$5.94K
WANY
497
Wealthspire Advisors (New York)
New York
$5.51K
TCOV
498
Trust Company of Vermont
Vermont
$5.35K
AW
499
Avion Wealth
Texas
$5K
PWMG
500
Private Wealth Management Group
New Jersey
$4.84K