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SEI Investments

542 hedge funds and large institutions have $7.49B invested in SEI Investments in 2025 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 208 increasing their positions, 170 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: $8.09B → $7.49B (-$598M)

14% less first-time investments, than exits

New positions opened: 59 | Existing positions closed: 69

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
542
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
MA
501
Montag & Associates
Georgia
$3.9K
CA
502
Crewe Advisors
Utah
$3.9K
FFO
503
Fortitude Family Office
Arizona
$3.73K
BHWM
504
Beaird Harris Wealth Management
Texas
$3.56K
BIA
505
Bell Investment Advisors
California
$3.39K
CWM
506
Crowley Wealth Management
Delaware
$3.39K
GWM
507
Geneos Wealth Management
Colorado
$3.14K
SS
508
Sunbelt Securities
Texas
$2.97K
CT
509
Colonial Trust
South Carolina
$2.89K
RTL
510
Red Tortoise LLC
Georgia
$2.8K
HFS
511
Hughes Financial Services
Virginia
$2.74K
ZBNA
512
Zions Bancorporation, National Association
Utah
$2.71K
JWM
513
JPL Wealth Management
Colorado
$2.63K
MAM
514
Marquette Asset Management
Minnesota
$2.55K
DPW
515
DiNuzzo Private Wealth
Pennsylvania
$2.47K
FCAS
516
First Command Advisory Services
Texas
$2.12K
NWM
517
Navigoe Wealth Management
California
$2K
CCM
518
Cloud Capital Management
Washington
$2K
NC
519
North Capital
Utah
$1.87K
GFL
520
Granite FO LLC
New Hampshire
$1.78K
TFA
521
Transamerica Financial Advisors
Florida
$1.53K
CH
522
Cromwell Holdings
Wyoming
$1.1K
HFM
523
Harvest Fund Management
China
$1K
WCM
524
Winthrop Capital Management
Indiana
$1K
FMP
525
Financial Management Professionals
Texas
$849