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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
MA
526
Montag & Associates
Georgia
$2.46K
JWM
527
JPL Wealth Management
Colorado
$2.43K +$2.55K +31 New
TFA
528
Transamerica Financial Advisors
Florida
$2.29K +$659 +8 +38%
AWM
529
Activest Wealth Management
Florida
$2.28K
DPW
530
DiNuzzo Private Wealth
Pennsylvania
$2.2K
HFS
531
Hughes Financial Services
Virginia
$2.2K -$412 -5 -15%
BHWM
532
Beaird Harris Wealth Management
Texas
$2.04K
NWM
533
Navigoe Wealth Management
California
$2K
CFM
534
Cornerstone Financial Management
Massachusetts
$1.8K +$1.32K +16 +229%
GFL
535
Granite FO LLC
New Hampshire
$1.65K
RF
536
Rossby Financial
Florida
$1.56K +$329 +4 +25%
OA
537
Operose Advisors
Wisconsin
$1.49K +$1.56K +19 New
BWL
538
Bogart Wealth LLC
Virginia
$1.41K +$1.48K +18 New
BHWM
539
Bay Harbor Wealth Management
Maryland
$1.33K +$494 +6 +55%
GBT
540
Grove Bank & Trust
Florida
$1.26K +$1.32K +16 New
SS
541
SBI Securities
Japan
$1.18K +$82 +1 +7%
CH
542
Cromwell Holdings
Wyoming
$1.02K
IPS
543
Investors Portfolio Services
Washington
$1.01K -$82 -1 -8%
HFM
544
Harvest Fund Management
China
$1K
WCM
545
Winthrop Capital Management
Indiana
$1K
FMP
546
Financial Management Professionals
Texas
$785
HIA
547
HFM Investment Advisors
New Jersey
$785 +$82 +1 +11%
KG
548
Kilter Group
New York
$707 +$741 +9 New
HWP
549
Highline Wealth Partners
California
$706
FHC
550
First Horizon Corporation
Tennessee
$628 +$659 +8 New