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SEI Investments

562 hedge funds and large institutions have $7.06B invested in SEI Investments in 2026 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 215 increasing their positions, 177 reducing their positions, and 61 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: $7.31B → $7.06B (-$247M)

51% less call options, than puts

Call options by funds: $3.65M | Put options by funds: $7.42M

Holders
562
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
$3.65M
Puts
$7.42M
Net Calls
Net Calls Change

Top Buyers

1 +$146M
2 +$61.7M
3 +$45.6M
4
BlackRock
BlackRock
New York
+$38.9M
5
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
+$23.6M

Top Sellers

1 -$48.3M
2 -$36.1M
3 -$26.3M
4
Morgan Stanley
Morgan Stanley
New York
-$23.3M
5
Millennium Management
Millennium Management
New York
-$20.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Group One Trading
476
Group One Trading
Illinois
$15.9K
AIM
477
Anchor Investment Management
South Carolina
$15.7K
HHCP
478
Hilton Head Capital Partners
South Carolina
$15.7K
IWS
479
Intentional Wealth Strategies
Colorado
$15.6K
WTC
480
WhitTier Trust Company
Nevada
$14.9K
SWM
481
Spire Wealth Management
Virginia
$14.8K
PWA
482
Physician Wealth Advisors
Utah
$14.1K
CA
483
CoreCap Advisors
Michigan
$13.3K
FFA
484
Frazier Financial Advisors
Ohio
$12.3K
EWP
485
Elevation Wealth Partners
California
$12.3K
BCWM
486
Bartlett & Co Wealth Management
Ohio
$12K
OC
487
Oakworth Capital
Alabama
$11.4K
BLC
488
Brown, Lisle/Cummings
Rhode Island
$11.4K
AIM
489
Access Investment Management
Georgia
$10.8K
JWA
490
JFS Wealth Advisors
Pennsylvania
$10.8K
RFS
491
Richardson Financial Services
Massachusetts
$10.2K
TPWA
492
Twin Peaks Wealth Advisors
California
$9.81K
OCWP
493
Owl Creek Wealth Partners
Colorado
$9.42K
BIA
494
Bell Investment Advisors
California
$8.55K
PWMG
495
Prestige Wealth Management Group
New Jersey
$8.24K
CFD
496
Creative Financial Designs
Indiana
$8.22K
FFO
497
Fortitude Family Office
Arizona
$8.08K
ECSS
498
Eurizon Capital SGR SpA
$8.07K
SEP
499
Signature Equity Partners
Ohio
$6.93K
FMII
500
Farmers & Merchants Investments Inc
Nebraska
$6.75K