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SEI Investments

550 hedge funds and large institutions have $7.29B invested in SEI Investments in 2025 Q4 according to their latest regulatory filings, with 73 funds opening new positions, 198 increasing their positions, 193 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more ownership

Funds ownership:

more funds holding

Funds holding:

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

3% less capital invested

Capital invested by funds: $7.5B → $7.29B (-$218M)

65% less call options, than puts

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

Holders
550
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
IAS
501
IMA Advisory Services
Colorado
$4.62K
Mitsubishi UFJ Asset Management
502
Mitsubishi UFJ Asset Management
Japan
$4.4K
AS
503
Altshuler Shaham
Israel
$4.18K
UCB
504
United Community Bank
South Carolina
$4.02K
AW
505
Avion Wealth
Texas
$4K
CA
506
Crewe Advisors
Utah
$3.77K
HI
507
Harbour Investments
Wisconsin
$3.2K
SS
508
Sunbelt Securities
Texas
$2.87K
CT
509
Colonial Trust
South Carolina
$2.8K
NRG
510
Nemes Rush Group
Michigan
$2.79K
RTL
511
Red Tortoise LLC
Georgia
$2.71K
HFS
512
Hughes Financial Services
Virginia
$2.71K
UFPG
513
United Financial Planning Group
New York
$2.71K
ZBNA
514
Zions Bancorporation, National Association
Utah
$2.63K
JFA
515
JNBA Financial Advisors
Minnesota
$2.63K
MA
516
Montag & Associates
Georgia
$2.59K
CPG
517
Cornerstone Planning Group
New Jersey
$2.58K
FFO
518
Fortitude Family Office
Arizona
$2.46K
CIA
519
Cape Investment Advisory
Georgia
$2.38K
AWM
520
Activest Wealth Management
Florida
$2.38K
DPW
521
DiNuzzo Private Wealth
Pennsylvania
$2.3K
BHWM
522
Beaird Harris Wealth Management
Texas
$2.13K
DWM
523
Dogwood Wealth Management
Kansas
$2.13K
BIA
524
Bell Investment Advisors
California
$2.05K
NWM
525
Navigoe Wealth Management
California
$2K