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SEI Investments

546 hedge funds and large institutions have $7.5B 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

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less ownership

Funds ownership:

less funds holding

Funds holding:

7% less capital invested

Capital invested by funds: $8.09B → $7.5B (-$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: 54 (-1)

Holders
546
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$8.6M
Puts
$1.43M
Net Calls
Net Calls Change

Top Sellers

1 -$69.9M
2 -$51.3M
3 -$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
CH
526
Cromwell Holdings
Wyoming
$1.1K
HFM
527
Harvest Fund Management
China
$1K
WCM
528
Winthrop Capital Management
Indiana
$1K
FMP
529
Financial Management Professionals
Texas
$849
FC
530
Financial Consulate
Maryland
$849
HIA
531
HFM Investment Advisors
New Jersey
$848
CPG
532
Cornerstone Planning Group
New Jersey
$817
HWP
533
Highline Wealth Partners
California
$764
SS
534
SBI Securities
Japan
$764
BHWM
535
Bay Harbor Wealth Management
Maryland
$593
PAM
536
Palisade Asset Management
Minnesota
$510
MCM
537
Manchester Capital Management
Vermont
$425
EWP
538
Elevation Wealth Partners
California
$425
SA
539
Seneschal Advisors
Washington
$340
AF
540
Advisornet Financial
Minnesota
$339
TIM
541
Tortoise Investment Management
New York
$255
DWM
542
Dogwood Wealth Management
Kansas
$170
ACA
543
American Capital Advisory
Idaho
$170
GWSG
544
GPS Wealth Strategies Group
Colorado
$85
TFM
545
TFC Financial Management
Massachusetts
$85
FG
546
Fairman Group
Pennsylvania
$72
RCM
547
Raleigh Capital Management
North Carolina
$19
ACL
548
Azora Capital LP
Florida
Norges Bank
549
Norges Bank
Norway
Two Sigma Investments
550
Two Sigma Investments
New York