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SEI Investments

538 hedge funds and large institutions have $7.49B invested in SEI Investments in 2025 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 206 increasing their positions, 169 reducing their positions, and 69 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: $8.08B → $7.49B (-$594M)

13% less first-time investments, than exits

New positions opened: 60 | Existing positions closed: 69

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
538
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 -$49M
3 -$27.4M
4
Jane Street
Jane Street
New York
-$22.7M
5
BTW
Boston Trust Walden
Massachusetts
-$22.4M
Name Holding Trade Value Shares
Change
Change in
Stake
JWA
476
JFS Wealth Advisors
Pennsylvania
$9.16K
PWMG
477
Prestige Wealth Management Group
New Jersey
$8.91K
PWA
478
Physician Wealth Advisors
Utah
$8.65K
Optiver Holding
479
Optiver Holding
Netherlands
$8.57K
CFO
480
CVA Family Office
Colorado
$7.98K
VEA
481
Virtus ETF Advisers
New York
$7.72K
LFG
482
Larson Financial Group
Missouri
$7.68K
BFS
483
Bare Financial Services
Pennsylvania
$7.55K
TWD
484
True Wealth Design
Ohio
$7.13K
AssetMark Inc
485
AssetMark Inc
California
$6.96K
FMII
486
Farmers & Merchants Investments Inc
Nebraska
$6.87K
HDIM
487
Hanson & Doremus Investment Management
Vermont
$6K
HI
488
Harbour Investments
Wisconsin
$5.94K
WANY
489
Wealthspire Advisors (New York)
New York
$5.51K
TCOV
490
Trust Company of Vermont
Vermont
$5.35K
AW
491
Avion Wealth
Texas
$5K
PWMG
492
Private Wealth Management Group
New Jersey
$4.84K
PFBT
493
Parkside Financial Bank & Trust
Missouri
$4.75K
Mitsubishi UFJ Asset Management
494
Mitsubishi UFJ Asset Management
Japan
$4.5K
AS
495
Altshuler Shaham
Israel
$4.07K
FAF
496
Fjarde Ap-fonden
Sweden
$4K
MA
497
Montag & Associates
Georgia
$3.9K
CA
498
Crewe Advisors
Utah
$3.9K
FFO
499
Fortitude Family Office
Arizona
$3.73K
BHWM
500
Beaird Harris Wealth Management
Texas
$3.56K