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SEI Investments

538 hedge funds and large institutions have $7.49B invested in SEI Investments in 2025 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 206 increasing their positions, 169 reducing their positions, and 69 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: $8.08B → $7.49B (-$594M)

13% less first-time investments, than exits

New positions opened: 60 | Existing positions closed: 69

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
538
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 -$49M
3 -$27.4M
4
Jane Street
Jane Street
New York
-$22.7M
5
BTW
Boston Trust Walden
Massachusetts
-$22.4M
Name Holding Trade Value Shares
Change
Change in
Stake
BIA
501
Bell Investment Advisors
California
$3.39K
CWM
502
Crowley Wealth Management
Delaware
$3.39K
GWM
503
Geneos Wealth Management
Colorado
$3.14K
SS
504
Sunbelt Securities
Texas
$2.97K
CT
505
Colonial Trust
South Carolina
$2.89K
RTL
506
Red Tortoise LLC
Georgia
$2.8K
HFS
507
Hughes Financial Services
Virginia
$2.74K
ZBNA
508
Zions Bancorporation, National Association
Utah
$2.71K
JWM
509
JPL Wealth Management
Colorado
$2.63K
MAM
510
Marquette Asset Management
Minnesota
$2.55K
DPW
511
DiNuzzo Private Wealth
Pennsylvania
$2.47K
FCAS
512
First Command Advisory Services
Texas
$2.12K
NWM
513
Navigoe Wealth Management
California
$2K
CCM
514
Cloud Capital Management
Washington
$2K
NC
515
North Capital
Utah
$1.87K
GFL
516
Granite FO LLC
New Hampshire
$1.78K
TFA
517
Transamerica Financial Advisors
Florida
$1.53K
CH
518
Cromwell Holdings
Wyoming
$1.1K
WCM
519
Winthrop Capital Management
Indiana
$1K
HFM
520
Harvest Fund Management
China
$1K
FMP
521
Financial Management Professionals
Texas
$849
FC
522
Financial Consulate
Maryland
$849
HIA
523
HFM Investment Advisors
New Jersey
$848
CPG
524
Cornerstone Planning Group
New Jersey
$817
HWP
525
Highline Wealth Partners
California
$764