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SEI Investments

550 hedge funds and large institutions have $7.29B invested in SEI Investments in 2025 Q4 according to their latest regulatory filings, with 73 funds opening new positions, 198 increasing their positions, 193 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more ownership

Funds ownership:

more funds holding

Funds holding:

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

3% less capital invested

Capital invested by funds: $7.5B → $7.29B (-$218M)

65% less call options, than puts

Call options by funds: $509K | Put options by funds: $1.45M

Holders
550
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
$509K
Puts
$1.45M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WCM
526
Winthrop Capital Management
Indiana
$2K
TFA
527
Transamerica Financial Advisors
Florida
$1.73K
GFL
528
Granite FO LLC
New Hampshire
$1.72K
TWD
529
True Wealth Design
Ohio
$1.64K
CWA
530
Carolina Wealth Advisors
South Carolina
$1.39K
RF
531
Rossby Financial
Florida
$1.31K
EW
532
Elyxium Wealth
California
$1.23K
SS
533
SBI Securities
Japan
$1.15K
CH
534
Cromwell Holdings
Wyoming
$1.07K
HFM
535
Harvest Fund Management
China
$1K
IPS
536
Investors Portfolio Services
Washington
$978
BHWM
537
Bay Harbor Wealth Management
Maryland
$907
FMP
538
Financial Management Professionals
Texas
$825
HIA
539
HFM Investment Advisors
New Jersey
$739
HWP
540
Highline Wealth Partners
California
$738
EB
541
Eastern Bank
Massachusetts
$574
CFM
542
Cornerstone Financial Management
Massachusetts
$574
EWP
543
Elevation Wealth Partners
California
$493
UFF
544
USA Financial Formulas
Michigan
$492
MCM
545
Manchester Capital Management
Vermont
$411
SA
546
Seneschal Advisors
Washington
$329
AF
547
Advisornet Financial
Minnesota
$328
DF
548
Dunhill Financial
United Kingdom
$200
TFM
549
TFC Financial Management
Massachusetts
$83
FG
550
Fairman Group
Pennsylvania
$70