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SEI Investments

553 hedge funds and large institutions have $7.3B invested in SEI Investments in 2025 Q4 according to their latest regulatory filings, with 75 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: $7.5B → $7.3B (-$202M)

65% less call options, than puts

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

Holders
553
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
NSIM
476
North Star Investment Management
Illinois
$14.3K
WTC
477
WhitTier Trust Company
Nevada
$14.1K
FFA
478
Frazier Financial Advisors
Ohio
$12.9K
LAS
479
Lloyd Advisory Services
Georgia
$12.8K
FNWA
480
Financial Network Wealth Advisors
Utah
$12.5K
OC
481
Oakworth Capital
Alabama
$11.9K
AIM
482
Access Investment Management
Georgia
$11.7K
JWA
483
JFS Wealth Advisors
Pennsylvania
$11.5K
BCWM
484
Bartlett & Co Wealth Management
Ohio
$10.8K
HHCP
485
Hilton Head Capital Partners
South Carolina
$9.35K
RFS
486
Richardson Financial Services
Massachusetts
$9.02K
PWMG
487
Prestige Wealth Management Group
New Jersey
$8.67K
AssetMark Inc
488
AssetMark Inc
California
$8.61K
CFD
489
Creative Financial Designs
Indiana
$8.57K
PWA
490
Physician Wealth Advisors
Utah
$8.12K
TCOV
491
Trust Company of Vermont
Vermont
$8.04K
SAG
492
SageView Advisory Group
California
$7.79K
CFO
493
CVA Family Office
Colorado
$7.71K
FAMI
494
Fideuram Asset Management (Ireland)
$7.48K
HNB
495
Huntington National Bank
Ohio
$7.46K
FMII
496
Farmers & Merchants Investments Inc
Nebraska
$7.05K
GWM
497
Geneos Wealth Management
Colorado
$6.89K
LFG
498
Larson Financial Group
Missouri
$6.52K
BFS
499
Bare Financial Services
Pennsylvania
$6.4K
SEP
500
Signature Equity Partners
Ohio
$6.24K