SEIC icon

SEI Investments
SEIC

Overview Fund Activity

557 hedge funds and large institutions have $8.07B invested in SEI Investments in 2025 Q2 according to their latest regulatory filings, with 108 funds opening new positions, 180 increasing their positions, 194 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
557
Holders Change
+19
Holders Change %
+3.53%
% of All Funds
7.47%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.07%
New
108
Increased
180
Reduced
194
Closed
78
Calls
$5.11M
Puts
–
Net Calls
+$5.11M
Net Calls Change
+$1.35M

Top Buyers

1
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
+$73.3M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$44.7M
3
JAM
Jupiter Asset Management
United Kingdom
+$37.5M
4
ACL
Azora Capital LP
Florida
+$36.5M
5
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
+$26M

Top Sellers

1
BlackRock
BlackRock
New York
-$195M
2
State Street
State Street
Massachusetts
-$89.2M
3
Amundi
Amundi
France
-$57.4M
4
BNP Paribas Asset Management
BNP Paribas Asset Management
France
-$41.9M
5
AS
Aware Super
Australia
-$28.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
FFO
526
Fortitude Family Office
Arizona
$3.68K +$3.68K +41 New
CWM
527
Crowley Wealth Management
Delaware
$3.59K – – –
RIL
528
Rothschild Investment LLC
Illinois
$3.59K +$1.8K +20 +100%
TPWA
529
Twin Peaks Wealth Advisors
California
$3.52K +$3.52K +40 New
DJSG
530
D.J. St. Germain
Massachusetts
$3.15K – – –
CT
531
Colonial Trust
South Carolina
$3.07K +$3.07K +34 New
RTL
532
Red Tortoise LLC
Georgia
$2.97K – – –
HFS
533
Hughes Financial Services
Virginia
$2.91K -$176 -2 -6%
SS
534
Sunbelt Securities
Texas
$2.89K – – –
DPW
535
DiNuzzo Private Wealth
Pennsylvania
$2.52K – – –
AAS
536
Ameritas Advisory Services
Nebraska
$2.43K +$2.43K +27 New
FCAS
537
First Command Advisory Services
Texas
$2.25K – – –
NC
538
North Capital
Utah
$1.98K – – –
GFL
539
Granite FO LLC
New Hampshire
$1.89K – – –
BHWM
540
Beaird Harris Wealth Management
Texas
$1.71K +$1.71K +19 New
CH
541
Cromwell Holdings
Wyoming
$1.17K +$1.17K +13 New
WCM
542
Winthrop Capital Management
Indiana
$1K – – –
HFM
543
Harvest Fund Management
China
$1K +$1K +13 New
HIA
544
HFM Investment Advisors
New Jersey
$988 +$719 +8 +267%
FMP
545
Financial Management Professionals
Texas
$899 – – –
HWP
546
Highline Wealth Partners
California
$809 -$180 -2 -18%
SC
547
Stephens Consulting
Michigan
$719 +$719 +8 New
BHWM
548
Bay Harbor Wealth Management
Maryland
$539 +$269 +3 +100%
SS
549
SBI Securities
Japan
$539 +$359 +4 +200%
RCM
550
Raleigh Capital Management
North Carolina
$452 +$452 +5 New
20 21
22
23 24