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SEI Investments

539 hedge funds and large institutions have $7.53B invested in SEI Investments in 2024 Q4 according to their latest regulatory filings, with 94 funds opening new positions, 161 increasing their positions, 186 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

646% more call options, than puts

Call options by funds: $5.85M | Put options by funds: $784K

400% more funds holding in top 10

Funds holding in top 10: 15 (+4)

96% more first-time investments, than exits

New positions opened: 94 | Existing positions closed: 48

19% more capital invested

Capital invested by funds: $6.35B → $7.53B (+$1.18B)

8% more funds holding

Funds holding: 500539 (+39)

0.15% more ownership

Funds ownership: 70.61%70.76% (+0.15%)

13% less repeat investments, than reductions

Existing positions increased: 161 | Existing positions reduced: 186

Holders
539
Holders Change
+39
Holders Change %
+7.8%
% of All Funds
7.1%
Holding in Top 10
5
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+400%
% of All Funds
0.07%
New
94
Increased
161
Reduced
186
Closed
48
Calls
$5.85M
Puts
$784K
Net Calls
+$5.06M
Net Calls Change
+$11.6M
Name Holding Trade Value Shares
Change
Change in
Stake
QL
501
Quarry LP
New York
$6.02K +$5.73K +73 New
GM
502
GeoWealth Management
Illinois
$5.44K +$5.18K +66 New
BIA
503
Bell Investment Advisors
California
$5.2K
TCOV
504
Trust Company of Vermont
Vermont
$5.2K
PWMG
505
Private Wealth Management Group
New Jersey
$4.95K -$235 -3 -5%
FNWA
506
Financial Network Wealth Advisors
Utah
$4.87K -$2.43K -31 -34%
HCP
507
Hexagon Capital Partners
Arkansas
$4.87K +$1.18K +15 +34%
HI
508
Harbour Investments
Wisconsin
$4.62K +$2.67K +34 +155%
AS
509
Altshuler Shaham
Israel
$4.12K -$25.6K -326 -87%
MA
510
Montag & Associates
Georgia
$3.82K
FMII
511
Farmers & Merchants Investments Inc
Nebraska
$3.63K
CWA
512
Carolina Wealth Advisors
South Carolina
$3.55K
WPA
513
West Paces Advisors
Georgia
$3.46K
LFG
514
Larson Financial Group
Missouri
$3.41K -$1.96K -25 -38%
CWM
515
Crowley Wealth Management
Delaware
$3.3K +$3.14K +40 New
SIM
516
Synergy Investment Management
Florida
$3.18K +$3.06K +39 New
PFBT
517
Parkside Financial Bank & Trust
Missouri
$3.05K +$2.59K +33 +825%
SS
518
Sunbelt Securities
Texas
$2.89K
DJSG
519
D.J. St. Germain
Massachusetts
$2.89K
RTL
520
Red Tortoise LLC
Georgia
$2.72K
HI
521
Horizon Investments
North Carolina
$2.31K +$2.2K +28 New
DPW
522
DiNuzzo Private Wealth
Pennsylvania
$2.23K
AW
523
Avion Wealth
Texas
$2K
LC
524
Lindbrook Capital
California
$1.81K +$157 +2 +10%
GFL
525
Granite FO LLC
New Hampshire
$1.73K

SEIC Hedge Fund Activity: Q4 2024 in Review

539 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in SEI Investments (SEIC) for Q4 2024, worth a combined $7.53B — up 19% from $6.35B a quarter earlier.

Buyers outnumbered sellers: 94 funds opened new SEIC positions and 48 closed out — a net gain of 46 holders — while 161 added to existing stakes and 186 trimmed.

The largest buyer was Norges Bank, adding an estimated $36.7M. The largest seller was Beutel, Goodman & Co, cutting an estimated $106M.

  • 539 institutional investors held SEI Investments (SEIC) as of Q4 2024, up from 500 in Q3 2024.
  • Funds reported $7.53B of SEI Investments stock for Q4 2024, up 19% quarter-over-quarter.
  • 94 funds opened new SEI Investments positions in Q4 2024 and 48 closed out, a net change of +46 holders.
  • The largest SEI Investments buyer in Q4 2024 was Norges Bank, an estimated $36.7M added.
  • The largest SEI Investments seller in Q4 2024 was Beutel, Goodman & Co, an estimated $106M sold.

Based on aggregated 13F filings for Q4 2024.