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SEI Investments
SEIC

548 hedge funds and large institutions have $7.51B 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

504% more call options, than puts

Call options by funds: $8.6M | Put options by funds: $1.43M

23% more repeat investments, than reductions

Existing positions increased: 209 | Existing positions reduced: 170

0.72% less ownership

Funds ownership: 72.35% → 71.63% (-0.72%)

3% less funds holding

Funds holding: 563 → 548 (-15)

7% less capital invested

Capital invested by funds: $8.09B → $7.51B (-$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: 5 → 4 (-1)

Holders
548
Holders Change
-15
Holders Change %
-2.66%
% of All Funds
7.19%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.05%
New
60
Increased
209
Reduced
170
Closed
68
Calls
$8.6M
Puts
$1.43M
Net Calls
+$7.18M
Net Calls Change
+$2.07M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$45.5M
2
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$30.8M
3
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
+$28.2M
4
PCM
Prana Capital Management
Connecticut
+$23.9M
5
Ameriprise
Ameriprise
Minnesota
+$19.6M

Top Sellers

1
ACL
Azora Capital LP
Florida
-$69.9M
2
BGC
Beutel, Goodman & Co
Ontario, Canada
-$51.3M
3
RA
Royce & Associates
New York
-$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
AW
501
Avion Wealth
Texas
$5K +$1.07K +12 +21%
PWMG
502
Private Wealth Management Group
New Jersey
$4.84K – – –
PFBT
503
Parkside Financial Bank & Trust
Missouri
$4.75K – – –
Mitsubishi UFJ Asset Management
504
Mitsubishi UFJ Asset Management
Japan
$4.5K – – –
AS
505
Altshuler Shaham
Israel
$4.07K -$89 -1 -2%
FAF
506
Fjarde Ap-fonden
Sweden
$4K – – –
MA
507
Montag & Associates
Georgia
$3.9K – – –
CA
508
Crewe Advisors
Utah
$3.9K +$4.09K +46 New
FFO
509
Fortitude Family Office
Arizona
$3.73K +$267 +3 +7%
BHWM
510
Beaird Harris Wealth Management
Texas
$3.56K +$2.04K +23 +121%
BIA
511
Bell Investment Advisors
California
$3.39K -$2.04K -23 -37%
CWM
512
Crowley Wealth Management
Delaware
$3.39K – – –
GWM
513
Geneos Wealth Management
Colorado
$3.14K -$44K -495 -93%
SS
514
Sunbelt Securities
Texas
$2.97K – – –
CT
515
Colonial Trust
South Carolina
$2.89K – – –
RTL
516
Red Tortoise LLC
Georgia
$2.8K – – –
HFS
517
Hughes Financial Services
Virginia
$2.74K – – –
ZBNA
518
Zions Bancorporation, National Association
Utah
$2.71K -$5.6K -63 -66%
JWM
519
JPL Wealth Management
Colorado
$2.63K +$2.75K +31 New
MAM
520
Marquette Asset Management
Minnesota
$2.55K +$2.67K +30 New
DPW
521
DiNuzzo Private Wealth
Pennsylvania
$2.47K – – –
FCAS
522
First Command Advisory Services
Texas
$2.12K – – –
NWM
523
Navigoe Wealth Management
California
$2K +$2.75K +31 New
CCM
524
Cloud Capital Management
Washington
$2K +$2.84K +32 New
NC
525
North Capital
Utah
$1.87K – – –
19 20
21
22 23

SEIC Hedge Fund Activity: Q3 2025 in Review

548 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in SEI Investments (SEIC) for Q3 2025, worth a combined $7.51B — down 7.2% from $8.09B a quarter earlier.

Sellers outnumbered buyers: 68 funds closed out of SEIC and 60 opened new positions — a net loss of 8 holders — while 170 trimmed existing stakes and 209 added.

The largest buyer was Fidelity Investments, adding an estimated $45.5M. The largest seller was Azora Capital LP, exiting entirely with an estimated $69.9M sold.

  • 548 institutional investors held SEI Investments (SEIC) as of Q3 2025, down from 563 in Q2 2025.
  • Funds reported $7.51B of SEI Investments stock for Q3 2025, down 7.2% quarter-over-quarter.
  • 60 funds opened new SEI Investments positions in Q3 2025 and 68 closed out, a net change of -8 holders.
  • The largest SEI Investments buyer in Q3 2025 was Fidelity Investments, an estimated $45.5M added.
  • The largest SEI Investments seller in Q3 2025 was Azora Capital LP, an estimated $69.9M sold.

Based on aggregated 13F filings for Q3 2025.