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SEI Investments

561 hedge funds and large institutions have $8.09B invested in SEI Investments in 2025 Q2 according to their latest regulatory filings, with 107 funds opening new positions, 181 increasing their positions, 197 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

8% less repeat investments, than reductions

Existing positions increased: 181 | Existing positions reduced: 197

1.03% less ownership

Funds ownership: 73.35%72.33% (-1%)

Holders
561
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$5.11M
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CWA
526
Carolina Wealth Advisors
South Carolina
$3.86K
TWD
527
True Wealth Design
Ohio
$3.77K
GBT
528
Grove Bank & Trust
Florida
$3.77K
AssetMark Inc
529
AssetMark Inc
California
$3.77K
FFO
530
Fortitude Family Office
Arizona
$3.68K
CWM
531
Crowley Wealth Management
Delaware
$3.59K
RIL
532
Rothschild Investment LLC
Illinois
$3.59K
TPWA
533
Twin Peaks Wealth Advisors
California
$3.52K
DJSG
534
D.J. St. Germain
Massachusetts
$3.15K
CT
535
Colonial Trust
South Carolina
$3.06K
RTL
536
Red Tortoise LLC
Georgia
$2.96K
HFS
537
Hughes Financial Services
Virginia
$2.91K
SS
538
Sunbelt Securities
Texas
$2.89K
DPW
539
DiNuzzo Private Wealth
Pennsylvania
$2.52K
AAS
540
Ameritas Advisory Services
Nebraska
$2.43K
FCAS
541
First Command Advisory Services
Texas
$2.25K
NC
542
North Capital
Utah
$1.98K
GFL
543
Granite FO LLC
New Hampshire
$1.89K
BHWM
544
Beaird Harris Wealth Management
Texas
$1.71K
CH
545
Cromwell Holdings
Wyoming
$1.17K
WCM
546
Winthrop Capital Management
Indiana
$1K
HFM
547
Harvest Fund Management
China
$1K
HIA
548
HFM Investment Advisors
New Jersey
$988
FMP
549
Financial Management Professionals
Texas
$899
HWP
550
Highline Wealth Partners
California
$809