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SEI Investments

563 hedge funds and large institutions have $8.09B invested in SEI Investments in 2025 Q2 according to their latest regulatory filings, with 105 funds opening new positions, 184 increasing their positions, 197 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

31% more first-time investments, than exits

New positions opened: 105 | Existing positions closed: 80

11% more capital invested

Capital invested by funds: $7.27B → $8.09B (+$824M)

3% more funds holding

Funds holding: 546563 (+17)

7% less repeat investments, than reductions

Existing positions increased: 184 | Existing positions reduced: 197

1.46% less ownership

Funds ownership: 73.8%72.35% (-1.5%)

Holders
563
Holders Change
+17
Holders Change %
+3.11%
% of All Funds
7.41%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.07%
New
105
Increased
184
Reduced
197
Closed
80
Calls
$5.11M
Puts
Net Calls
+$5.11M
Net Calls Change
+$1.34M
Name Holding Trade Value Shares
Change
Change in
Stake
MA
526
Montag & Associates
Georgia
$4.13K
FAF
527
Fjarde Ap-fonden
Sweden
$4K -$1.88M -23,385 -100%
CWA
528
Carolina Wealth Advisors
South Carolina
$3.86K
TWD
529
True Wealth Design
Ohio
$3.77K +$645 +8 +24%
GBT
530
Grove Bank & Trust
Florida
$3.77K
AssetMark Inc
531
AssetMark Inc
California
$3.77K +$2.34K +29 +223%
FFO
532
Fortitude Family Office
Arizona
$3.68K +$3.3K +41 New
CWM
533
Crowley Wealth Management
Delaware
$3.59K
RIL
534
Rothschild Investment LLC
Illinois
$3.59K +$1.61K +20 +100%
TPWA
535
Twin Peaks Wealth Advisors
California
$3.52K +$3.22K +40 New
DJSG
536
D.J. St. Germain
Massachusetts
$3.15K
CT
537
Colonial Trust
South Carolina
$3.06K +$2.74K +34 New
RTL
538
Red Tortoise LLC
Georgia
$2.96K
HFS
539
Hughes Financial Services
Virginia
$2.91K -$161 -2 -6%
SS
540
Sunbelt Securities
Texas
$2.89K
DPW
541
DiNuzzo Private Wealth
Pennsylvania
$2.52K
AAS
542
Ameritas Advisory Services
Nebraska
$2.43K +$2.18K +27 New
FCAS
543
First Command Advisory Services
Texas
$2.25K
NC
544
North Capital
Utah
$1.98K
GFL
545
Granite FO LLC
New Hampshire
$1.89K
BHWM
546
Beaird Harris Wealth Management
Texas
$1.71K +$1.53K +19 New
CH
547
Cromwell Holdings
Wyoming
$1.17K +$1.05K +13 New
WCM
548
Winthrop Capital Management
Indiana
$1K
HFM
549
Harvest Fund Management
China
$1K +$1.05K +13 New
HIA
550
HFM Investment Advisors
New Jersey
$988 +$645 +8 +267%

SEIC Hedge Fund Activity: Q2 2025 in Review

563 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in SEI Investments (SEIC) for Q2 2025, worth a combined $8.09B — up 11% from $7.27B a quarter earlier.

Buyers outnumbered sellers: 105 funds opened new SEIC positions and 80 closed out — a net gain of 25 holders — while 184 added to existing stakes and 197 trimmed.

The largest buyer was Lord, Abbett & Co, adding an estimated $65.8M. The largest seller was BlackRock, cutting an estimated $175M.

  • 563 institutional investors held SEI Investments (SEIC) as of Q2 2025, up from 546 in Q1 2025.
  • Funds reported $8.09B of SEI Investments stock for Q2 2025, up 11% quarter-over-quarter.
  • 105 funds opened new SEI Investments positions in Q2 2025 and 80 closed out, a net change of +25 holders.
  • The largest SEI Investments buyer in Q2 2025 was Lord, Abbett & Co, an estimated $65.8M added.
  • The largest SEI Investments seller in Q2 2025 was BlackRock, an estimated $175M sold.

Based on aggregated 13F filings for Q2 2025.