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SEI Investments

535 hedge funds and large institutions have $7.49B invested in SEI Investments in 2025 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 204 increasing their positions, 168 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less ownership

Funds ownership:

less funds holding

Funds holding:

7% less capital invested

Capital invested by funds: $8.08B → $7.49B (-$592M)

13% less first-time investments, than exits

New positions opened: 60 | Existing positions closed: 69

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
535
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
$8.6M
Puts
$1.43M
Net Calls
Net Calls Change

Top Sellers

1 -$69.9M
2 -$49M
3 -$27.4M
4
Jane Street
Jane Street
New York
-$22.7M
5
BTW
Boston Trust Walden
Massachusetts
-$22.4M
Name Holding Trade Value Shares
Change
Change in
Stake
SS
501
Sunbelt Securities
Texas
$2.97K
CT
502
Colonial Trust
South Carolina
$2.89K
RTL
503
Red Tortoise LLC
Georgia
$2.8K
HFS
504
Hughes Financial Services
Virginia
$2.74K
ZBNA
505
Zions Bancorporation, National Association
Utah
$2.71K
JWM
506
JPL Wealth Management
Colorado
$2.63K
MAM
507
Marquette Asset Management
Minnesota
$2.55K
DPW
508
DiNuzzo Private Wealth
Pennsylvania
$2.47K
FCAS
509
First Command Advisory Services
Texas
$2.12K
NWM
510
Navigoe Wealth Management
California
$2K
CCM
511
Cloud Capital Management
Washington
$2K
NC
512
North Capital
Utah
$1.87K
GFL
513
Granite FO LLC
New Hampshire
$1.78K
TFA
514
Transamerica Financial Advisors
Florida
$1.53K
CH
515
Cromwell Holdings
Wyoming
$1.1K
HFM
516
Harvest Fund Management
China
$1K
WCM
517
Winthrop Capital Management
Indiana
$1K
FMP
518
Financial Management Professionals
Texas
$849
FC
519
Financial Consulate
Maryland
$849
HIA
520
HFM Investment Advisors
New Jersey
$848
CPG
521
Cornerstone Planning Group
New Jersey
$817
HWP
522
Highline Wealth Partners
California
$764
SS
523
SBI Securities
Japan
$764
BHWM
524
Bay Harbor Wealth Management
Maryland
$593
PAM
525
Palisade Asset Management
Minnesota
$510