SEIC icon

SEI Investments

561 hedge funds and large institutions have $8.09B invested in SEI Investments in 2025 Q2 according to their latest regulatory filings, with 107 funds opening new positions, 181 increasing their positions, 197 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

8% less repeat investments, than reductions

Existing positions increased: 181 | Existing positions reduced: 197

1.03% less ownership

Funds ownership: 73.35%72.33% (-1%)

Holders
561
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$5.11M
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NA
501
NewEdge Advisors
Louisiana
$11.6K
JWA
502
JFS Wealth Advisors
Pennsylvania
$9.71K
AGWCA
503
Annis Gardner Whiting Capital Advisors
Florida
$9.53K
PWMG
504
Prestige Wealth Management Group
New Jersey
$9.44K
CIBC Private Wealth Group
505
CIBC Private Wealth Group
Georgia
$8.63K
ZBNA
506
Zions Bancorporation, National Association
Utah
$8.54K
CFO
507
CVA Family Office
Colorado
$8.45K
FNWA
508
Financial Network Wealth Advisors
Utah
$7.82K
VWWMG
509
Vermillion & White Wealth Management Group
Pennsylvania
$7.46K
LFG
510
Larson Financial Group
Missouri
$7.32K
FMII
511
Farmers & Merchants Investments Inc
Nebraska
$7.28K
HFS
512
Hantz Financial Services
Michigan
$7K
BIA
513
Bell Investment Advisors
California
$5.66K
PWA
514
Physician Wealth Advisors
Utah
$5.66K
TCOV
515
Trust Company of Vermont
Vermont
$5.66K
BFS
516
Bare Financial Services
Pennsylvania
$5.57K
BWL
517
Bogart Wealth LLC
Virginia
$5.21K
PWMG
518
Private Wealth Management Group
New Jersey
$5.12K
PFBT
519
Parkside Financial Bank & Trust
Missouri
$5.03K
AW
520
Avion Wealth
Texas
$5K
HI
521
Harbour Investments
Wisconsin
$4.94K
Mitsubishi UFJ Asset Management
522
Mitsubishi UFJ Asset Management
Japan
$4.76K
AS
523
Altshuler Shaham
Israel
$4.4K
MA
524
Montag & Associates
Georgia
$4.13K
FAF
525
Fjarde Ap-fonden
Sweden
$4K