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SEI Investments

558 hedge funds and large institutions have $8.07B invested in SEI Investments in 2025 Q2 according to their latest regulatory filings, with 107 funds opening new positions, 180 increasing their positions, 195 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:

0.82% less ownership

Funds ownership: 73.01%72.2% (-0.82%)

8% less repeat investments, than reductions

Existing positions increased: 180 | Existing positions reduced: 195

Holders
558
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
PWMG
501
Prestige Wealth Management Group
New Jersey
$9.44K
CIBC Private Wealth Group
502
CIBC Private Wealth Group
Georgia
$8.63K
ZBNA
503
Zions Bancorporation, National Association
Utah
$8.54K
CFO
504
CVA Family Office
Colorado
$8.45K
FNWA
505
Financial Network Wealth Advisors
Utah
$7.82K
VWWMG
506
Vermillion & White Wealth Management Group
Pennsylvania
$7.46K
LFG
507
Larson Financial Group
Missouri
$7.32K
FMII
508
Farmers & Merchants Investments Inc
Nebraska
$7.28K
HFS
509
Hantz Financial Services
Michigan
$7K
BIA
510
Bell Investment Advisors
California
$5.66K
PWA
511
Physician Wealth Advisors
Utah
$5.66K
TCOV
512
Trust Company of Vermont
Vermont
$5.66K
BFS
513
Bare Financial Services
Pennsylvania
$5.57K
BWL
514
Bogart Wealth LLC
Virginia
$5.21K
PWMG
515
Private Wealth Management Group
New Jersey
$5.12K
PFBT
516
Parkside Financial Bank & Trust
Missouri
$5.03K
AW
517
Avion Wealth
Texas
$5K
HI
518
Harbour Investments
Wisconsin
$4.94K
Mitsubishi UFJ Asset Management
519
Mitsubishi UFJ Asset Management
Japan
$4.76K
AS
520
Altshuler Shaham
Israel
$4.4K
MA
521
Montag & Associates
Georgia
$4.13K
FAF
522
Fjarde Ap-fonden
Sweden
$4K
CWA
523
Carolina Wealth Advisors
South Carolina
$3.86K
TWD
524
True Wealth Design
Ohio
$3.77K
GBT
525
Grove Bank & Trust
Florida
$3.77K