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SEI Investments

557 hedge funds and large institutions have $8.07B invested in SEI Investments in 2025 Q2 according to their latest regulatory filings, with 108 funds opening new positions, 180 increasing their positions, 194 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
557
Holders Change
+19
Holders Change %
+3.53%
% of All Funds
7.47%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.07%
New
108
Increased
180
Reduced
194
Closed
78
Calls
$5.11M
Puts
Net Calls
+$5.11M
Net Calls Change
+$1.35M
Name Holding Trade Value Shares
Change
Shares
Change %
CIBC Private Wealth Group
501
CIBC Private Wealth Group
Georgia
$8.63K -$11.4K -127 -57%
ZBNA
502
Zions Bancorporation, National Association
Utah
$8.54K -$90 -1 -1%
CFO
503
CVA Family Office
Colorado
$8.45K
FNWA
504
Financial Network Wealth Advisors
Utah
$7.82K +$1.53K +17 +24%
VWWMG
505
Vermillion & White Wealth Management Group
Pennsylvania
$7.46K +$7.46K +83 New
LFG
506
Larson Financial Group
Missouri
$7.32K +$4.34K +48 +145%
FMII
507
Farmers & Merchants Investments Inc
Nebraska
$7.28K
HFS
508
Hantz Financial Services
Michigan
$7K +$5.88K +63 +525%
BIA
509
Bell Investment Advisors
California
$5.66K
PWA
510
Physician Wealth Advisors
Utah
$5.66K +$3.87K +43 +215%
TCOV
511
Trust Company of Vermont
Vermont
$5.66K
BFS
512
Bare Financial Services
Pennsylvania
$5.57K +$4.76K +53 +589%
BWL
513
Bogart Wealth LLC
Virginia
$5.21K +$5.21K +58 New
PWMG
514
Private Wealth Management Group
New Jersey
$5.12K -$270 -3 -5%
PFBT
515
Parkside Financial Bank & Trust
Missouri
$5.03K +$1.71K +19 +51%
AW
516
Avion Wealth
Texas
$5K +$2.67K +31 +115%
HI
517
Harbour Investments
Wisconsin
$4.94K -$90 -1 -2%
Mitsubishi UFJ Asset Management
518
Mitsubishi UFJ Asset Management
Japan
$4.76K -$7.03M -78,248 -100%
AS
519
Altshuler Shaham
Israel
$4.4K -$90 -1 -2%
MA
520
Montag & Associates
Georgia
$4.13K
FAF
521
Fjarde Ap-fonden
Sweden
$4K -$1.91M -23,385 -100%
CWA
522
Carolina Wealth Advisors
South Carolina
$3.86K
TWD
523
True Wealth Design
Ohio
$3.78K +$719 +8 +24%
GBT
524
Grove Bank & Trust
Florida
$3.77K
AssetMark Inc
525
AssetMark Inc
California
$3.77K +$2.61K +29 +223%