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SEI Investments
SEIC

Overview Fund Activity

553 hedge funds and large institutions have $8.06B invested in SEI Investments in 2025 Q2 according to their latest regulatory filings, with 107 funds opening new positions, 179 increasing their positions, 192 reducing their positions, and 76 closing their positions.

Holders
553
Holders Change
+15
Holders Change %
+2.79%
% of All Funds
7.42%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.07%
New
107
Increased
179
Reduced
192
Closed
76
Calls
$3.91M
Puts
–
Net Calls
+$3.91M
Net Calls Change
+$150K

Top Buyers

1
Lord, Abbett & Co
1
Lord, Abbett & Co
New Jersey
$133M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$101M
3
JAM
3
Jupiter Asset Management
United Kingdom
$37.5M
4
ACL
4
Azora Capital LP
Florida
$69.9M
5
Caisse de Depot et Placement du Quebec (CDPQ)
5
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$92.2M

Top Sellers

1
BlackRock
1
BlackRock
New York
$827M
2
State Street
2
State Street
Massachusetts
$426M
3
Amundi
3
Amundi
France
$14.5M
4
BNP Paribas Asset Management
4
BNP Paribas Asset Management
France
$74K
5
AS
5
Aware Super
Australia
$0
Name Market Value Shares Shares
Change 		Shares
Change %
FFO
526
Fortitude Family Office
Arizona
$3.68K 41 +41 New
CWM
527
Crowley Wealth Management
Delaware
$3.59K 40 – –
RIL
528
Rothschild Investment LLC
Illinois
$3.59K 40 +20 +100%
TPWA
529
Twin Peaks Wealth Advisors
California
$3.52K 40 +40 New
DJSG
530
D.J. St. Germain
Massachusetts
$3.15K 35 – –
CT
531
Colonial Trust
South Carolina
$3.07K 34 +34 New
RTL
532
Red Tortoise LLC
Georgia
$2.97K 33 – –
HFS
533
Hughes Financial Services
Virginia
$2.91K 33 -2 -6%
SS
534
Sunbelt Securities
Texas
$2.89K 35 – –
DPW
535
DiNuzzo Private Wealth
Pennsylvania
$2.52K 28 – –
AAS
536
Ameritas Advisory Services
Nebraska
$2.43K 27 +27 New
FCAS
537
First Command Advisory Services
Texas
$2.25K 25 – –
NC
538
North Capital
Utah
$1.98K 22 – –
GFL
539
Granite FO LLC
New Hampshire
$1.89K 21 – –
BHWM
540
Beaird Harris Wealth Management
Texas
$1.71K 19 +19 New
CH
541
Cromwell Holdings
Wyoming
$1.17K 13 +13 New
WCM
542
Winthrop Capital Management
Indiana
$1K 12 – –
HFM
543
Harvest Fund Management
China
$1K 13 +13 New
HIA
544
HFM Investment Advisors
New Jersey
$988 11 +8 +267%
FMP
545
Financial Management Professionals
Texas
$899 10 – –
HWP
546
Highline Wealth Partners
California
$809 9 -2 -18%
SC
547
Stephens Consulting
Michigan
$719 8 +8 New
BHWM
548
Bay Harbor Wealth Management
Maryland
$539 6 +3 +100%
SS
549
SBI Securities
Japan
$539 6 +4 +200%
RCM
550
Raleigh Capital Management
North Carolina
$452 5 +5 New
20 21
22
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