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SEI Investments

546 hedge funds and large institutions have $7.5B invested in SEI Investments in 2025 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 209 increasing their positions, 170 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less ownership

Funds ownership:

less funds holding

Funds holding:

7% less capital invested

Capital invested by funds: $8.09B → $7.5B (-$584M)

12% less first-time investments, than exits

New positions opened: 60 | Existing positions closed: 68

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
546
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$8.6M
Puts
$1.43M
Net Calls
Net Calls Change

Top Sellers

1 -$69.9M
2 -$51.3M
3 -$28.7M
4
Jane Street
Jane Street
New York
-$23.8M
5
BTW
Boston Trust Walden
Massachusetts
-$23.5M
Name Holding Trade Value Shares
Change
Change in
Stake
PFBT
501
Parkside Financial Bank & Trust
Missouri
$4.75K
Mitsubishi UFJ Asset Management
502
Mitsubishi UFJ Asset Management
Japan
$4.5K
AS
503
Altshuler Shaham
Israel
$4.07K
FAF
504
Fjarde Ap-fonden
Sweden
$4K
MA
505
Montag & Associates
Georgia
$3.9K
CA
506
Crewe Advisors
Utah
$3.9K
FFO
507
Fortitude Family Office
Arizona
$3.73K
BHWM
508
Beaird Harris Wealth Management
Texas
$3.56K
BIA
509
Bell Investment Advisors
California
$3.39K
CWM
510
Crowley Wealth Management
Delaware
$3.39K
GWM
511
Geneos Wealth Management
Colorado
$3.14K
SS
512
Sunbelt Securities
Texas
$2.97K
CT
513
Colonial Trust
South Carolina
$2.89K
RTL
514
Red Tortoise LLC
Georgia
$2.8K
HFS
515
Hughes Financial Services
Virginia
$2.74K
ZBNA
516
Zions Bancorporation, National Association
Utah
$2.71K
JWM
517
JPL Wealth Management
Colorado
$2.63K
MAM
518
Marquette Asset Management
Minnesota
$2.55K
DPW
519
DiNuzzo Private Wealth
Pennsylvania
$2.47K
FCAS
520
First Command Advisory Services
Texas
$2.12K
NWM
521
Navigoe Wealth Management
California
$2K
CCM
522
Cloud Capital Management
Washington
$2K
NC
523
North Capital
Utah
$1.87K
GFL
524
Granite FO LLC
New Hampshire
$1.78K
TFA
525
Transamerica Financial Advisors
Florida
$1.53K