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SEI Investments

565 hedge funds and large institutions have $7.06B invested in SEI Investments in 2026 Q1 according to their latest regulatory filings, with 74 funds opening new positions, 216 increasing their positions, 179 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 74 | Existing positions closed: 59

21% more repeat investments, than reductions

Existing positions increased: 216 | Existing positions reduced: 179

1% more funds holding

Funds holding: 559565 (+6)

0.88% more ownership

Funds ownership: 72.75%73.63% (+0.88%)

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 (-$246M)

51% less call options, than puts

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

Holders
565
Holders Change
+6
Holders Change %
+1.07%
% of All Funds
6.96%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
74
Increased
216
Reduced
179
Closed
59
Calls
$3.65M
Puts
$7.42M
Net Calls
-$3.77M
Net Calls Change
-$2.83M
Name Holding Trade Value Shares
Change
Change in
Stake
SEP
501
Signature Equity Partners
Ohio
$6.93K +$988 +12 +16%
FMII
502
Farmers & Merchants Investments Inc
Nebraska
$6.75K
PFBT
503
Parkside Financial Bank & Trust
Missouri
$5.57K -$15.2K -185 -72%
CT
504
Clearstead Trust
Maine
$5.42K -$14.4K -175 -72%
PWMG
505
Private Wealth Management Group
New Jersey
$4.47K
BFS
506
Bare Financial Services
Pennsylvania
$4.24K -$1.98K -24 -31%
IAS
507
IMA Advisory Services
Colorado
$4.24K -$165 -2 -4%
Mitsubishi UFJ Asset Management
508
Mitsubishi UFJ Asset Management
Japan
$4.16K
TC
509
Truvestments Capital
Florida
$4.16K +$4.36K +53 New
AS
510
Altshuler Shaham
Israel
$4K
PSFG
511
Park Square Financial Group
Georgia
$4K +$4.2K +51 New
AW
512
Avion Wealth
Texas
$4K +$494 +6 +11%
CA
513
Crewe Advisors
Utah
$3.61K
BWA
514
Basecamp Wealth Advisors
Washington
$3.45K -$494 -6 -12%
RCM
515
Raleigh Capital Management
North Carolina
$3.16K +$3.29K +40 New
GWM
516
Geneos Wealth Management
Colorado
$2.9K -$3.87K -47 -56%
SS
517
Sunbelt Securities
Texas
$2.75K
CPG
518
Cornerstone Planning Group
New Jersey
$2.72K
CT
519
Colonial Trust
South Carolina
$2.68K
NRG
520
Nemes Rush Group
Michigan
$2.67K
RTL
521
Red Tortoise LLC
Georgia
$2.59K
UFPG
522
United Financial Planning Group
New York
$2.59K
JFA
523
JNBA Financial Advisors
Minnesota
$2.51K
MAM
524
Marquette Asset Management
Minnesota
$2.51K +$2.63K +32 New
ZBNA
525
Zions Bancorporation, National Association
Utah
$2.51K