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SEI Investments

562 hedge funds and large institutions have $7.06B invested in SEI Investments in 2026 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 215 increasing their positions, 177 reducing their positions, and 61 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: $7.31B → $7.06B (-$247M)

51% less call options, than puts

Call options by funds: $3.65M | Put options by funds: $7.42M

Holders
562
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
$3.65M
Puts
$7.42M
Net Calls
Net Calls Change

Top Buyers

1 +$146M
2 +$61.7M
3 +$45.6M
4
BlackRock
BlackRock
New York
+$38.9M
5
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
+$23.6M

Top Sellers

1 -$48.3M
2 -$36.1M
3 -$26.3M
4
Morgan Stanley
Morgan Stanley
New York
-$23.3M
5
Millennium Management
Millennium Management
New York
-$20.8M
Name Holding Trade Value Shares
Change
Change in
Stake
PFBT
501
Parkside Financial Bank & Trust
Missouri
$5.57K
CT
502
Clearstead Trust
Maine
$5.42K
PWMG
503
Private Wealth Management Group
New Jersey
$4.47K
BFS
504
Bare Financial Services
Pennsylvania
$4.24K
IAS
505
IMA Advisory Services
Colorado
$4.24K
Mitsubishi UFJ Asset Management
506
Mitsubishi UFJ Asset Management
Japan
$4.16K
TC
507
Truvestments Capital
Florida
$4.16K
AS
508
Altshuler Shaham
Israel
$4K
PSFG
509
Park Square Financial Group
Georgia
$4K
AW
510
Avion Wealth
Texas
$4K
CA
511
Crewe Advisors
Utah
$3.61K
RCM
512
Raleigh Capital Management
North Carolina
$3.16K
GWM
513
Geneos Wealth Management
Colorado
$2.9K
SS
514
Sunbelt Securities
Texas
$2.75K
CPG
515
Cornerstone Planning Group
New Jersey
$2.72K
CT
516
Colonial Trust
South Carolina
$2.68K
NRG
517
Nemes Rush Group
Michigan
$2.67K
UFPG
518
United Financial Planning Group
New York
$2.59K
RTL
519
Red Tortoise LLC
Georgia
$2.59K
JFA
520
JNBA Financial Advisors
Minnesota
$2.51K
MAM
521
Marquette Asset Management
Minnesota
$2.51K
ZBNA
522
Zions Bancorporation, National Association
Utah
$2.51K
MA
523
Montag & Associates
Georgia
$2.46K
JWM
524
JPL Wealth Management
Colorado
$2.43K
TFA
525
Transamerica Financial Advisors
Florida
$2.29K