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SEI Investments

558 hedge funds and large institutions have $8.07B invested in SEI Investments in 2025 Q2 according to their latest regulatory filings, with 107 funds opening new positions, 180 increasing their positions, 195 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:

0.82% less ownership

Funds ownership: 73.01%72.2% (-0.82%)

8% less repeat investments, than reductions

Existing positions increased: 180 | Existing positions reduced: 195

Holders
558
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
AssetMark Inc
526
AssetMark Inc
California
$3.77K
FFO
527
Fortitude Family Office
Arizona
$3.68K
CWM
528
Crowley Wealth Management
Delaware
$3.59K
RIL
529
Rothschild Investment LLC
Illinois
$3.59K
TPWA
530
Twin Peaks Wealth Advisors
California
$3.52K
DJSG
531
D.J. St. Germain
Massachusetts
$3.15K
CT
532
Colonial Trust
South Carolina
$3.06K
RTL
533
Red Tortoise LLC
Georgia
$2.96K
HFS
534
Hughes Financial Services
Virginia
$2.91K
SS
535
Sunbelt Securities
Texas
$2.89K
DPW
536
DiNuzzo Private Wealth
Pennsylvania
$2.52K
AAS
537
Ameritas Advisory Services
Nebraska
$2.43K
FCAS
538
First Command Advisory Services
Texas
$2.25K
NC
539
North Capital
Utah
$1.98K
GFL
540
Granite FO LLC
New Hampshire
$1.89K
BHWM
541
Beaird Harris Wealth Management
Texas
$1.71K
CH
542
Cromwell Holdings
Wyoming
$1.17K
WCM
543
Winthrop Capital Management
Indiana
$1K
HFM
544
Harvest Fund Management
China
$1K
HIA
545
HFM Investment Advisors
New Jersey
$988
FMP
546
Financial Management Professionals
Texas
$899
HWP
547
Highline Wealth Partners
California
$809
SC
548
Stephens Consulting
Michigan
$719
BHWM
549
Bay Harbor Wealth Management
Maryland
$539
SS
550
SBI Securities
Japan
$539