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SEI Investments

546 hedge funds and large institutions have $7.27B invested in SEI Investments in 2025 Q1 according to their latest regulatory filings, with 67 funds opening new positions, 191 increasing their positions, 188 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

881% more call options, than puts

Call options by funds: $4.19M | Put options by funds: $427K

29% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 52

3.04% more ownership

Funds ownership: 70.76%73.8% (+3%)

1% more funds holding

Funds holding: 539546 (+7)

2% more repeat investments, than reductions

Existing positions increased: 191 | Existing positions reduced: 188

3% less capital invested

Capital invested by funds: $7.53B → $7.27B (-$257M)

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
546
Holders Change
+7
Holders Change %
+1.3%
% of All Funds
7.32%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.04%
New
67
Increased
191
Reduced
188
Closed
52
Calls
$4.19M
Puts
$427K
Net Calls
+$3.76M
Net Calls Change
-$1.3M
Name Holding Trade Value Shares
Change
Change in
Stake
PWA
526
Physician Wealth Advisors
Utah
$1.55K +$1.61K +20 New
AssetMark Inc
527
AssetMark Inc
California
$1.01K
HFS
528
Hantz Financial Services
Michigan
$1K +$965 +12 New
WCM
529
Winthrop Capital Management
Indiana
$1K +$965 +12 New
HWP
530
Highline Wealth Partners
California
$854 +$884 +11 New
NC
531
NewSquare Capital
Pennsylvania
$854 +$884 +11 New
FMP
532
Financial Management Professionals
Texas
$776
BFS
533
Bare Financial Services
Pennsylvania
$699 +$724 +9 New
WCM
534
WealthTrak Capital Management
Virginia
$389
MCM
535
Manchester Capital Management
Vermont
$389 +$402 +5 New
AWM
536
Activest Wealth Management
Florida
$388 +$322 +4 +400%
AF
537
Advisornet Financial
Minnesota
$388 +$402 +5 New
PWA
538
Principia Wealth Advisory
Texas
$365 +$402 +5 New
PWM
539
Parkworth Wealth Management
California
$311
ACA
540
American Capital Advisory
Idaho
$233 +$241 +3 New
HIA
541
HFM Investment Advisors
New Jersey
$233 +$241 +3 New
BHWM
542
Bay Harbor Wealth Management
Maryland
$232 +$241 +3 New
SS
543
SBI Securities
Japan
$155
TFM
544
TFC Financial Management
Massachusetts
$78
GWSG
545
GPS Wealth Strategies Group
Colorado
$78 +$80 +1 New
FG
546
Fairman Group
Pennsylvania
$70
Citadel Advisors
547
Citadel Advisors
Florida
-$60M -745,895 Closed
TI
548
Trexquant Investment
Connecticut
-$9.06M -109,804 Closed
WAM
549
Weiss Asset Management
Massachusetts
-$7.35M -89,150 Closed
JF
550
Jump Financial
Illinois
-$3.08M -37,282 Closed

SEIC Hedge Fund Activity: Q1 2025 in Review

546 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in SEI Investments (SEIC) for Q1 2025, worth a combined $7.27B — down 3.4% from $7.53B a quarter earlier.

Buyers outnumbered sellers: 67 funds opened new SEIC positions and 52 closed out — a net gain of 15 holders — while 191 added to existing stakes and 188 trimmed.

The largest buyer was First Trust Advisors, adding an estimated $88.4M. The largest seller was Citadel Advisors, exiting entirely with an estimated $60M sold.

  • 546 institutional investors held SEI Investments (SEIC) as of Q1 2025, up from 539 in Q4 2024.
  • Funds reported $7.27B of SEI Investments stock for Q1 2025, down 3.4% quarter-over-quarter.
  • 67 funds opened new SEI Investments positions in Q1 2025 and 52 closed out, a net change of +15 holders.
  • The largest SEI Investments buyer in Q1 2025 was First Trust Advisors, an estimated $88.4M added.
  • The largest SEI Investments seller in Q1 2025 was Citadel Advisors, an estimated $60M sold.

Based on aggregated 13F filings for Q1 2025.