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SEI Investments

559 hedge funds and large institutions have $7.31B invested in SEI Investments in 2025 Q4 according to their latest regulatory filings, with 79 funds opening new positions, 200 increasing their positions, 192 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 57

2% more funds holding

Funds holding: 548559 (+11)

1.13% more ownership

Funds ownership: 71.63%72.75% (+1.1%)

4% more repeat investments, than reductions

Existing positions increased: 200 | Existing positions reduced: 192

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

3% less capital invested

Capital invested by funds: $7.51B → $7.31B (-$199M)

65% less call options, than puts

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

Holders
559
Holders Change
+11
Holders Change %
+2.01%
% of All Funds
6.8%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
79
Increased
200
Reduced
192
Closed
57
Calls
$509K
Puts
$1.45M
Net Calls
-$943K
Net Calls Change
-$8.12M
Name Holding Trade Value Shares
Change
Change in
Stake
GWM
501
Geneos Wealth Management
Colorado
$6.89K +$3.86K +47 +127%
LFG
502
Larson Financial Group
Missouri
$6.52K -$904 -11 -12%
BFS
503
Bare Financial Services
Pennsylvania
$6.4K -$904 -11 -12%
SEP
504
Signature Equity Partners
Ohio
$6.24K +$6.25K +76 New
N
505
Natixis
France
$6.23K -$10.4K -126 -62%
OC
506
Optima Capital
Oregon
$5.94K +$5.92K +72 New
PWMG
507
Private Wealth Management Group
New Jersey
$4.68K
IAS
508
IMA Advisory Services
Colorado
$4.62K +$4.6K +56 New
Mitsubishi UFJ Asset Management
509
Mitsubishi UFJ Asset Management
Japan
$4.4K
AS
510
Altshuler Shaham
Israel
$4.18K +$247 +3 +6%
BWA
511
Basecamp Wealth Advisors
Washington
$4.1K +$4.11K +50 New
UCB
512
United Community Bank
South Carolina
$4.02K +$4.03K +49 New
AW
513
Avion Wealth
Texas
$4K -$1.07K -13 -19%
CA
514
Crewe Advisors
Utah
$3.77K
HI
515
Harbour Investments
Wisconsin
$3.2K -$2.55K -31 -44%
SS
516
Sunbelt Securities
Texas
$2.87K
CT
517
Colonial Trust
South Carolina
$2.8K
NRG
518
Nemes Rush Group
Michigan
$2.79K +$2.79K +34 New
HFS
519
Hughes Financial Services
Virginia
$2.71K
RTL
520
Red Tortoise LLC
Georgia
$2.71K
UFPG
521
United Financial Planning Group
New York
$2.71K +$2.71K +33 New
ZBNA
522
Zions Bancorporation, National Association
Utah
$2.63K
JFA
523
JNBA Financial Advisors
Minnesota
$2.63K +$2.63K +32 New
MA
524
Montag & Associates
Georgia
$2.59K -$1.23K -15 -33%
CPG
525
Cornerstone Planning Group
New Jersey
$2.58K -$2.3K -28 -48%