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SEI Investments

553 hedge funds and large institutions have $7.3B invested in SEI Investments in 2025 Q4 according to their latest regulatory filings, with 75 funds opening new positions, 200 increasing their positions, 192 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more ownership

Funds ownership:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

3% less capital invested

Capital invested by funds: $7.5B → $7.3B (-$202M)

65% less call options, than puts

Call options by funds: $509K | Put options by funds: $1.45M

Holders
553
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
$509K
Puts
$1.45M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
N
501
Natixis
France
$6.23K
OC
502
Optima Capital
Oregon
$5.94K
PWMG
503
Private Wealth Management Group
New Jersey
$4.68K
IAS
504
IMA Advisory Services
Colorado
$4.62K
Mitsubishi UFJ Asset Management
505
Mitsubishi UFJ Asset Management
Japan
$4.4K
AS
506
Altshuler Shaham
Israel
$4.18K
UCB
507
United Community Bank
South Carolina
$4.02K
AW
508
Avion Wealth
Texas
$4K
CA
509
Crewe Advisors
Utah
$3.77K
HI
510
Harbour Investments
Wisconsin
$3.2K
SS
511
Sunbelt Securities
Texas
$2.87K
CT
512
Colonial Trust
South Carolina
$2.8K
NRG
513
Nemes Rush Group
Michigan
$2.79K
RTL
514
Red Tortoise LLC
Georgia
$2.71K
HFS
515
Hughes Financial Services
Virginia
$2.71K
UFPG
516
United Financial Planning Group
New York
$2.71K
ZBNA
517
Zions Bancorporation, National Association
Utah
$2.63K
JFA
518
JNBA Financial Advisors
Minnesota
$2.63K
MA
519
Montag & Associates
Georgia
$2.59K
CPG
520
Cornerstone Planning Group
New Jersey
$2.58K
FFO
521
Fortitude Family Office
Arizona
$2.46K
AWM
522
Activest Wealth Management
Florida
$2.38K
CIA
523
Cape Investment Advisory
Georgia
$2.38K
DPW
524
DiNuzzo Private Wealth
Pennsylvania
$2.3K
BHWM
525
Beaird Harris Wealth Management
Texas
$2.13K