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SEI Investments

548 hedge funds and large institutions have $7.51B 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

504% more call options, than puts

Call options by funds: $8.6M | Put options by funds: $1.43M

23% more repeat investments, than reductions

Existing positions increased: 209 | Existing positions reduced: 170

0.72% less ownership

Funds ownership: 72.35%71.63% (-0.72%)

3% less funds holding

Funds holding: 563548 (-15)

7% less capital invested

Capital invested by funds: $8.09B → $7.51B (-$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
548
Holders Change
-15
Holders Change %
-2.66%
% of All Funds
7.19%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.05%
New
60
Increased
209
Reduced
170
Closed
68
Calls
$8.6M
Puts
$1.43M
Net Calls
+$7.18M
Net Calls Change
+$2.07M
Name Holding Trade Value Shares
Change
Change in
Stake
WTC
476
WhitTier Trust Company
Nevada
$13.8K
FFA
477
Frazier Financial Advisors
Ohio
$13.3K
RIL
478
Rothschild Investment LLC
Illinois
$13.1K +$10.1K +114 +285%
Daiwa Securities Group
479
Daiwa Securities Group
Japan
$13K +$13.4K +151 New
HNB
480
Huntington National Bank
Ohio
$12.6K +$533 +6 +4%
AIM
481
Access Investment Management
Georgia
$11.7K
FNWA
482
Financial Network Wealth Advisors
Utah
$11.5K +$4.26K +48 +55%
BCWM
483
Bartlett & Co Wealth Management
Ohio
$11.1K
NA
484
NewEdge Advisors
Louisiana
$10.9K
CJ
485
Caitlin John
Michigan
$9.33K +$9.77K +110 New
JWA
486
JFS Wealth Advisors
Pennsylvania
$9.16K
PWMG
487
Prestige Wealth Management Group
New Jersey
$8.91K
PWA
488
Physician Wealth Advisors
Utah
$8.65K +$3.46K +39 +62%
Optiver Holding
489
Optiver Holding
Netherlands
$8.57K -$5.86K -66 -40%
CFO
490
CVA Family Office
Colorado
$7.98K
VEA
491
Virtus ETF Advisers
New York
$7.72K -$71.9K -809 -90%
LFG
492
Larson Financial Group
Missouri
$7.68K +$800 +9 +11%
BFS
493
Bare Financial Services
Pennsylvania
$7.55K +$2.4K +27 +44%
TWD
494
True Wealth Design
Ohio
$7.13K +$3.73K +42 +100%
AssetMark Inc
495
AssetMark Inc
California
$6.96K +$3.55K +40 +95%
FMII
496
Farmers & Merchants Investments Inc
Nebraska
$6.87K
HDIM
497
Hanson & Doremus Investment Management
Vermont
$6K +$6.4K +72 New
HI
498
Harbour Investments
Wisconsin
$5.94K +$1.33K +15 +27%
WANY
499
Wealthspire Advisors (New York)
New York
$5.51K +$5.78K +65 New
TCOV
500
Trust Company of Vermont
Vermont
$5.35K

SEIC Hedge Fund Activity: Q3 2025 in Review

548 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in SEI Investments (SEIC) for Q3 2025, worth a combined $7.51B — down 7.2% from $8.09B a quarter earlier.

Sellers outnumbered buyers: 68 funds closed out of SEIC and 60 opened new positions — a net loss of 8 holders — while 170 trimmed existing stakes and 209 added.

The largest buyer was Fidelity Investments, adding an estimated $45.5M. The largest seller was Azora Capital LP, exiting entirely with an estimated $69.9M sold.

  • 548 institutional investors held SEI Investments (SEIC) as of Q3 2025, down from 563 in Q2 2025.
  • Funds reported $7.51B of SEI Investments stock for Q3 2025, down 7.2% quarter-over-quarter.
  • 60 funds opened new SEI Investments positions in Q3 2025 and 68 closed out, a net change of -8 holders.
  • The largest SEI Investments buyer in Q3 2025 was Fidelity Investments, an estimated $45.5M added.
  • The largest SEI Investments seller in Q3 2025 was Azora Capital LP, an estimated $69.9M sold.

Based on aggregated 13F filings for Q3 2025.