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SEI Investments

558 hedge funds and large institutions have $7.31B invested in SEI Investments in 2025 Q4 according to their latest regulatory filings, with 78 funds opening new positions, 200 increasing their positions, 192 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more ownership

Funds ownership:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

3% less capital invested

Capital invested by funds: $7.51B → $7.31B (-$199M)

65% less call options, than puts

Call options by funds: $509K | Put options by funds: $1.45M

Holders
558
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
$509K
Puts
$1.45M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Group One Trading
476
Group One Trading
Illinois
$16.6K
AIM
477
Anchor Investment Management
South Carolina
$16.4K
SIC
478
SJS Investment Consulting
Ohio
$16.2K
SWM
479
Spire Wealth Management
Virginia
$15.4K
NSIM
480
North Star Investment Management
Illinois
$14.3K
WTC
481
WhitTier Trust Company
Nevada
$14.1K
FFA
482
Frazier Financial Advisors
Ohio
$12.9K
LAS
483
Lloyd Advisory Services
Georgia
$12.8K
FNWA
484
Financial Network Wealth Advisors
Utah
$12.5K
OC
485
Oakworth Capital
Alabama
$11.9K
AIM
486
Access Investment Management
Georgia
$11.7K
JWA
487
JFS Wealth Advisors
Pennsylvania
$11.5K
BCWM
488
Bartlett & Co Wealth Management
Ohio
$10.8K
HHCP
489
Hilton Head Capital Partners
South Carolina
$9.35K
RFS
490
Richardson Financial Services
Massachusetts
$9.02K
PWMG
491
Prestige Wealth Management Group
New Jersey
$8.67K
AssetMark Inc
492
AssetMark Inc
California
$8.61K
CFD
493
Creative Financial Designs
Indiana
$8.57K
PWA
494
Physician Wealth Advisors
Utah
$8.12K
TCOV
495
Trust Company of Vermont
Vermont
$8.04K
SAG
496
SageView Advisory Group
California
$7.79K
CFO
497
CVA Family Office
Colorado
$7.71K
FAMI
498
Fideuram Asset Management (Ireland)
$7.48K
HNB
499
Huntington National Bank
Ohio
$7.46K
FMII
500
Farmers & Merchants Investments Inc
Nebraska
$7.05K