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SEI Investments
SEIC

548 hedge funds and large institutions have $7.51B invested in SEI Investments in 2025 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 209 increasing their positions, 170 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

504% more call options, than puts

Call options by funds: $8.6M | Put options by funds: $1.43M

23% more repeat investments, than reductions

Existing positions increased: 209 | Existing positions reduced: 170

0.72% less ownership

Funds ownership: 72.35% → 71.63% (-0.72%)

3% less funds holding

Funds holding: 563 → 548 (-15)

7% less capital invested

Capital invested by funds: $8.09B → $7.51B (-$584M)

12% less first-time investments, than exits

New positions opened: 60 | Existing positions closed: 68

20% less funds holding in top 10

Funds holding in top 10: 5 → 4 (-1)

Holders
548
Holders Change
-15
Holders Change %
-2.66%
% of All Funds
7.19%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.05%
New
60
Increased
209
Reduced
170
Closed
68
Calls
$8.6M
Puts
$1.43M
Net Calls
+$7.18M
Net Calls Change
+$2.07M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$45.5M
2
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$30.8M
3
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
+$28.2M
4
PCM
Prana Capital Management
Connecticut
+$23.9M
5
Ameriprise
Ameriprise
Minnesota
+$19.6M

Top Sellers

1
ACL
Azora Capital LP
Florida
-$69.9M
2
BGC
Beutel, Goodman & Co
Ontario, Canada
-$51.3M
3
RA
Royce & Associates
New York
-$28.7M
4
Jane Street
Jane Street
New York
-$23.8M
5
BTW
Boston Trust Walden
Massachusetts
-$23.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
GFL
526
Granite FO LLC
New Hampshire
$1.78K – – –
TFA
527
Transamerica Financial Advisors
Florida
$1.53K +$1.6K +18 New
CH
528
Cromwell Holdings
Wyoming
$1.1K – – –
HFM
529
Harvest Fund Management
China
$1K – – –
WCM
530
Winthrop Capital Management
Indiana
$1K – – –
FMP
531
Financial Management Professionals
Texas
$849 – – –
FC
532
Financial Consulate
Maryland
$849 +$888 +10 New
HIA
533
HFM Investment Advisors
New Jersey
$848 -$89 -1 -9%
CPG
534
Cornerstone Planning Group
New Jersey
$817 +$5.15K +58 New
HWP
535
Highline Wealth Partners
California
$764 – – –
SS
536
SBI Securities
Japan
$764 +$267 +3 +50%
BHWM
537
Bay Harbor Wealth Management
Maryland
$593 +$89 +1 +17%
PAM
538
Palisade Asset Management
Minnesota
$510 +$533 +6 New
MCM
539
Manchester Capital Management
Vermont
$425 – – –
EWP
540
Elevation Wealth Partners
California
$425 +$444 +5 New
SA
541
Seneschal Advisors
Washington
$340 +$355 +4 New
AF
542
Advisornet Financial
Minnesota
$339 -$89 -1 -20%
TIM
543
Tortoise Investment Management
New York
$255 +$267 +3 New
ACA
544
American Capital Advisory
Idaho
$170 +$178 +2 New
DWM
545
Dogwood Wealth Management
Kansas
$170 +$178 +2 New
GWSG
546
GPS Wealth Strategies Group
Colorado
$85 – – –
TFM
547
TFC Financial Management
Massachusetts
$85 – – –
FG
548
Fairman Group
Pennsylvania
$72 – – –
RCM
549
Raleigh Capital Management
North Carolina
$19 -$444 -5 Closed
ACL
550
Azora Capital LP
Florida
– -$69.9M -777,952 Closed
20 21
22
23 24

SEIC Hedge Fund Activity: Q3 2025 in Review

548 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in SEI Investments (SEIC) for Q3 2025, worth a combined $7.51B — down 7.2% from $8.09B a quarter earlier.

Sellers outnumbered buyers: 68 funds closed out of SEIC and 60 opened new positions — a net loss of 8 holders — while 170 trimmed existing stakes and 209 added.

The largest buyer was Fidelity Investments, adding an estimated $45.5M. The largest seller was Azora Capital LP, exiting entirely with an estimated $69.9M sold.

  • 548 institutional investors held SEI Investments (SEIC) as of Q3 2025, down from 563 in Q2 2025.
  • Funds reported $7.51B of SEI Investments stock for Q3 2025, down 7.2% quarter-over-quarter.
  • 60 funds opened new SEI Investments positions in Q3 2025 and 68 closed out, a net change of -8 holders.
  • The largest SEI Investments buyer in Q3 2025 was Fidelity Investments, an estimated $45.5M added.
  • The largest SEI Investments seller in Q3 2025 was Azora Capital LP, an estimated $69.9M sold.

Based on aggregated 13F filings for Q3 2025.