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SEI Investments

550 hedge funds and large institutions have $7.29B invested in SEI Investments in 2025 Q4 according to their latest regulatory filings, with 73 funds opening new positions, 198 increasing their positions, 193 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more ownership

Funds ownership:

more funds holding

Funds holding:

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

3% less capital invested

Capital invested by funds: $7.5B → $7.29B (-$218M)

65% less call options, than puts

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

Holders
550
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
LAS
476
Lloyd Advisory Services
Georgia
$12.8K
FNWA
477
Financial Network Wealth Advisors
Utah
$12.5K
OC
478
Oakworth Capital
Alabama
$11.9K
AIM
479
Access Investment Management
Georgia
$11.7K
JWA
480
JFS Wealth Advisors
Pennsylvania
$11.5K
BCWM
481
Bartlett & Co Wealth Management
Ohio
$10.8K
HHCP
482
Hilton Head Capital Partners
South Carolina
$9.35K
RFS
483
Richardson Financial Services
Massachusetts
$9.02K
PWMG
484
Prestige Wealth Management Group
New Jersey
$8.67K
AssetMark Inc
485
AssetMark Inc
California
$8.61K
CFD
486
Creative Financial Designs
Indiana
$8.57K
PWA
487
Physician Wealth Advisors
Utah
$8.12K
TCOV
488
Trust Company of Vermont
Vermont
$8.04K
SAG
489
SageView Advisory Group
California
$7.79K
CFO
490
CVA Family Office
Colorado
$7.71K
FAMI
491
Fideuram Asset Management (Ireland)
$7.48K
HNB
492
Huntington National Bank
Ohio
$7.46K
FMII
493
Farmers & Merchants Investments Inc
Nebraska
$7.05K
GWM
494
Geneos Wealth Management
Colorado
$6.89K
LFG
495
Larson Financial Group
Missouri
$6.52K
BFS
496
Bare Financial Services
Pennsylvania
$6.4K
SEP
497
Signature Equity Partners
Ohio
$6.24K
N
498
Natixis
France
$6.23K
OC
499
Optima Capital
Oregon
$5.94K
PWMG
500
Private Wealth Management Group
New Jersey
$4.68K