SEIC icon

SEI Investments
SEIC

Overview Fund Activity

538 hedge funds and large institutions have $7.19B invested in SEI Investments in 2025 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 188 increasing their positions, 183 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
538
Holders Change
+4
Holders Change %
+0.75%
% of All Funds
7.31%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.04%
New
68
Increased
188
Reduced
183
Closed
53
Calls
$4.19M
Puts
$427K
Net Calls
+$3.76M
Net Calls Change
-$1.3M

Top Buyers

1
First Trust Advisors
First Trust Advisors
Illinois
$123M
2
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$51.8M
3
Millennium Management
Millennium Management
New York
$60.8M
4
Amundi
Amundi
France
$57.5M
5
ACL
Azora Capital LP
Florida
$28.9M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
$0
2
Brown Advisory
Brown Advisory
Maryland
$1.16M
3
Invesco
Invesco
Georgia
$132M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$71M
5
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$3.54M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
501
Crowley Wealth Management
Delaware
$3.11K – – –
PFBT
502
Parkside Financial Bank & Trust
Missouri
$2.87K – – –
DJSG
503
D.J. St. Germain
Massachusetts
$2.72K – – –
SS
504
Sunbelt Securities
Texas
$2.72K – – –
HFS
505
Hughes Financial Services
Virginia
$2.71K +$2.71K +35 New
TWD
506
True Wealth Design
Ohio
$2.64K +$2.64K +34 New
LFG
507
Larson Financial Group
Missouri
$2.6K -$629 -8 -20%
RTL
508
Red Tortoise LLC
Georgia
$2.56K – – –
HI
509
Horizon Investments
North Carolina
$2.17K – – –
DPW
510
DiNuzzo Private Wealth
Pennsylvania
$2.17K +$78 +1 +4%
AW
511
Avion Wealth
Texas
$2K – – –
FCAS
512
First Command Advisory Services
Texas
$1.94K +$1.94K +25 New
LC
513
Lindbrook Capital
California
$1.71K – – –
NC
514
North Capital
Utah
$1.71K +$1.71K +22 New
GFL
515
Granite FO LLC
New Hampshire
$1.63K – – –
RIL
516
Rothschild Investment LLC
Illinois
$1.55K – – –
GFPC
517
Global Financial Private Client
Florida
$1.55K +$1.01K +13 +186%
PWA
518
Physician Wealth Advisors
Utah
$1.55K +$1.55K +20 New
AssetMark Inc
519
AssetMark Inc
California
$1.01K – – –
WCM
520
Winthrop Capital Management
Indiana
$1K +$1K +12 New
HFS
521
Hantz Financial Services
Michigan
$1K +$1K +12 New
HWP
522
Highline Wealth Partners
California
$854 +$854 +11 New
NC
523
NewSquare Capital
Pennsylvania
$854 +$854 +11 New
FMP
524
Financial Management Professionals
Texas
$776 – – –
BFS
525
Bare Financial Services
Pennsylvania
$699 +$699 +9 New
19 20
21
22 23