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SEI Investments

546 hedge funds and large institutions have $7.27B invested in SEI Investments in 2025 Q1 according to their latest regulatory filings, with 67 funds opening new positions, 191 increasing their positions, 188 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

881% more call options, than puts

Call options by funds: $4.19M | Put options by funds: $427K

29% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 52

3.04% more ownership

Funds ownership: 70.76%73.8% (+3%)

1% more funds holding

Funds holding: 539546 (+7)

2% more repeat investments, than reductions

Existing positions increased: 191 | Existing positions reduced: 188

3% less capital invested

Capital invested by funds: $7.53B → $7.27B (-$257M)

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
546
Holders Change
+7
Holders Change %
+1.3%
% of All Funds
7.32%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.04%
New
67
Increased
191
Reduced
188
Closed
52
Calls
$4.19M
Puts
$427K
Net Calls
+$3.76M
Net Calls Change
-$1.3M
Name Holding Trade Value Shares
Change
Change in
Stake
PWMG
501
Private Wealth Management Group
New Jersey
$4.66K
HI
502
Harbour Investments
Wisconsin
$4.35K
AS
503
Altshuler Shaham
Israel
$3.88K
MA
504
Montag & Associates
Georgia
$3.57K
CWA
505
Carolina Wealth Advisors
South Carolina
$3.34K
SCB
506
Saudi Central Bank
Saudi Arabia
$3.34K +$3.46K +43 New
WPA
507
West Paces Advisors
Georgia
$3.26K
GBT
508
Grove Bank & Trust
Florida
$3.26K +$3.38K +42 New
CWM
509
Crowley Wealth Management
Delaware
$3.1K
PFBT
510
Parkside Financial Bank & Trust
Missouri
$2.87K
DJSG
511
D.J. St. Germain
Massachusetts
$2.72K
SS
512
Sunbelt Securities
Texas
$2.72K
HFS
513
Hughes Financial Services
Virginia
$2.71K +$2.81K +35 New
TWD
514
True Wealth Design
Ohio
$2.64K +$2.73K +34 New
LFG
515
Larson Financial Group
Missouri
$2.6K -$643 -8 -20%
RTL
516
Red Tortoise LLC
Georgia
$2.56K
HI
517
Horizon Investments
North Carolina
$2.17K
DPW
518
DiNuzzo Private Wealth
Pennsylvania
$2.17K +$80 +1 +4%
AW
519
Avion Wealth
Texas
$2K
FCAS
520
First Command Advisory Services
Texas
$1.94K +$2.01K +25 New
LC
521
Lindbrook Capital
California
$1.71K
NC
522
North Capital
Utah
$1.71K +$1.77K +22 New
GFL
523
Granite FO LLC
New Hampshire
$1.63K
RIL
524
Rothschild Investment LLC
Illinois
$1.55K
GFPC
525
Global Financial Private Client
Florida
$1.55K +$1.04K +13 +186%

SEIC Hedge Fund Activity: Q1 2025 in Review

546 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in SEI Investments (SEIC) for Q1 2025, worth a combined $7.27B — down 3.4% from $7.53B a quarter earlier.

Buyers outnumbered sellers: 67 funds opened new SEIC positions and 52 closed out — a net gain of 15 holders — while 191 added to existing stakes and 188 trimmed.

The largest buyer was First Trust Advisors, adding an estimated $88.4M. The largest seller was Citadel Advisors, exiting entirely with an estimated $60M sold.

  • 546 institutional investors held SEI Investments (SEIC) as of Q1 2025, up from 539 in Q4 2024.
  • Funds reported $7.27B of SEI Investments stock for Q1 2025, down 3.4% quarter-over-quarter.
  • 67 funds opened new SEI Investments positions in Q1 2025 and 52 closed out, a net change of +15 holders.
  • The largest SEI Investments buyer in Q1 2025 was First Trust Advisors, an estimated $88.4M added.
  • The largest SEI Investments seller in Q1 2025 was Citadel Advisors, an estimated $60M sold.

Based on aggregated 13F filings for Q1 2025.