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SEI Investments

563 hedge funds and large institutions have $8.09B invested in SEI Investments in 2025 Q2 according to their latest regulatory filings, with 105 funds opening new positions, 184 increasing their positions, 197 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

31% more first-time investments, than exits

New positions opened: 105 | Existing positions closed: 80

11% more capital invested

Capital invested by funds: $7.27B → $8.09B (+$824M)

3% more funds holding

Funds holding: 546563 (+17)

7% less repeat investments, than reductions

Existing positions increased: 184 | Existing positions reduced: 197

1.46% less ownership

Funds ownership: 73.8%72.35% (-1.5%)

Holders
563
Holders Change
+17
Holders Change %
+3.11%
% of All Funds
7.41%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.07%
New
105
Increased
184
Reduced
197
Closed
80
Calls
$5.11M
Puts
Net Calls
+$5.11M
Net Calls Change
+$1.34M
Name Holding Trade Value Shares
Change
Change in
Stake
BCWM
501
Bartlett & Co Wealth Management
Ohio
$11.8K
GXJ
502
Global X Japan
Japan
$11.6K -$4.43K -55 -30%
NA
503
NewEdge Advisors
Louisiana
$11.6K +$322 +4 +3%
JWA
504
JFS Wealth Advisors
Pennsylvania
$9.71K +$886 +11 +11%
AGWCA
505
Annis Gardner Whiting Capital Advisors
Florida
$9.53K +$8.54K +106 New
PWMG
506
Prestige Wealth Management Group
New Jersey
$9.44K
CIBC Private Wealth Group
507
CIBC Private Wealth Group
Georgia
$8.63K -$10.2K -127 -57%
ZBNA
508
Zions Bancorporation, National Association
Utah
$8.54K -$81 -1 -1%
CFO
509
CVA Family Office
Colorado
$8.45K
FNWA
510
Financial Network Wealth Advisors
Utah
$7.82K +$1.37K +17 +24%
VWWMG
511
Vermillion & White Wealth Management Group
Pennsylvania
$7.46K +$6.69K +83 New
LFG
512
Larson Financial Group
Missouri
$7.32K +$3.87K +48 +145%
FMII
513
Farmers & Merchants Investments Inc
Nebraska
$7.28K
HFS
514
Hantz Financial Services
Michigan
$7K +$5.08K +63 +525%
BIA
515
Bell Investment Advisors
California
$5.66K
PWA
516
Physician Wealth Advisors
Utah
$5.66K +$3.46K +43 +215%
TCOV
517
Trust Company of Vermont
Vermont
$5.66K
BFS
518
Bare Financial Services
Pennsylvania
$5.57K +$4.27K +53 +589%
BWL
519
Bogart Wealth LLC
Virginia
$5.21K +$4.67K +58 New
PWMG
520
Private Wealth Management Group
New Jersey
$5.12K -$242 -3 -5%
PFBT
521
Parkside Financial Bank & Trust
Missouri
$5.03K +$1.53K +19 +51%
AW
522
Avion Wealth
Texas
$5K +$2.5K +31 +115%
HI
523
Harbour Investments
Wisconsin
$4.94K -$81 -1 -2%
Mitsubishi UFJ Asset Management
524
Mitsubishi UFJ Asset Management
Japan
$4.76K -$6.31M -78,248 -100%
AS
525
Altshuler Shaham
Israel
$4.4K -$81 -1 -2%

SEIC Hedge Fund Activity: Q2 2025 in Review

563 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in SEI Investments (SEIC) for Q2 2025, worth a combined $8.09B — up 11% from $7.27B a quarter earlier.

Buyers outnumbered sellers: 105 funds opened new SEIC positions and 80 closed out — a net gain of 25 holders — while 184 added to existing stakes and 197 trimmed.

The largest buyer was Lord, Abbett & Co, adding an estimated $65.8M. The largest seller was BlackRock, cutting an estimated $175M.

  • 563 institutional investors held SEI Investments (SEIC) as of Q2 2025, up from 546 in Q1 2025.
  • Funds reported $8.09B of SEI Investments stock for Q2 2025, up 11% quarter-over-quarter.
  • 105 funds opened new SEI Investments positions in Q2 2025 and 80 closed out, a net change of +25 holders.
  • The largest SEI Investments buyer in Q2 2025 was Lord, Abbett & Co, an estimated $65.8M added.
  • The largest SEI Investments seller in Q2 2025 was BlackRock, an estimated $175M sold.

Based on aggregated 13F filings for Q2 2025.