SEIC icon

SEI Investments

558 hedge funds and large institutions have $7.31B invested in SEI Investments in 2025 Q4 according to their latest regulatory filings, with 78 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: $7.51B → $7.31B (-$199M)

65% less call options, than puts

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

Holders
558
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
GWM
501
Geneos Wealth Management
Colorado
$6.89K
LFG
502
Larson Financial Group
Missouri
$6.52K
BFS
503
Bare Financial Services
Pennsylvania
$6.4K
SEP
504
Signature Equity Partners
Ohio
$6.24K
N
505
Natixis
France
$6.23K
OC
506
Optima Capital
Oregon
$5.94K
PWMG
507
Private Wealth Management Group
New Jersey
$4.68K
IAS
508
IMA Advisory Services
Colorado
$4.62K
Mitsubishi UFJ Asset Management
509
Mitsubishi UFJ Asset Management
Japan
$4.4K
AS
510
Altshuler Shaham
Israel
$4.18K
UCB
511
United Community Bank
South Carolina
$4.02K
AW
512
Avion Wealth
Texas
$4K
CA
513
Crewe Advisors
Utah
$3.77K
HI
514
Harbour Investments
Wisconsin
$3.2K
SS
515
Sunbelt Securities
Texas
$2.87K
CT
516
Colonial Trust
South Carolina
$2.8K
NRG
517
Nemes Rush Group
Michigan
$2.79K
RTL
518
Red Tortoise LLC
Georgia
$2.71K
HFS
519
Hughes Financial Services
Virginia
$2.71K
UFPG
520
United Financial Planning Group
New York
$2.71K
ZBNA
521
Zions Bancorporation, National Association
Utah
$2.63K
JFA
522
JNBA Financial Advisors
Minnesota
$2.63K
MA
523
Montag & Associates
Georgia
$2.59K
CPG
524
Cornerstone Planning Group
New Jersey
$2.58K
FFO
525
Fortitude Family Office
Arizona
$2.46K