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SEI Investments

558 hedge funds and large institutions have $7.31B invested in SEI Investments in 2025 Q4 according to their latest regulatory filings, with 78 funds opening new positions, 200 increasing their positions, 192 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more ownership

Funds ownership:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

3% less capital invested

Capital invested by funds: $7.51B → $7.31B (-$199M)

65% less call options, than puts

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

Holders
558
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
AWM
526
Activest Wealth Management
Florida
$2.38K
CIA
527
Cape Investment Advisory
Georgia
$2.38K
DPW
528
DiNuzzo Private Wealth
Pennsylvania
$2.3K
BHWM
529
Beaird Harris Wealth Management
Texas
$2.13K
DWM
530
Dogwood Wealth Management
Kansas
$2.13K
BIA
531
Bell Investment Advisors
California
$2.05K
NWM
532
Navigoe Wealth Management
California
$2K
WCM
533
Winthrop Capital Management
Indiana
$2K
TFA
534
Transamerica Financial Advisors
Florida
$1.73K
GFL
535
Granite FO LLC
New Hampshire
$1.72K
TWD
536
True Wealth Design
Ohio
$1.64K
EPL
537
Essential Partners LLC
California
$1.64K
CWA
538
Carolina Wealth Advisors
South Carolina
$1.39K
RF
539
Rossby Financial
Florida
$1.31K
EW
540
Elyxium Wealth
California
$1.23K
SS
541
SBI Securities
Japan
$1.15K
CH
542
Cromwell Holdings
Wyoming
$1.07K
HFM
543
Harvest Fund Management
China
$1K
IPS
544
Investors Portfolio Services
Washington
$978
BHWM
545
Bay Harbor Wealth Management
Maryland
$907
FMP
546
Financial Management Professionals
Texas
$825
HIA
547
HFM Investment Advisors
New Jersey
$739
HWP
548
Highline Wealth Partners
California
$738
CFM
549
Cornerstone Financial Management
Massachusetts
$574
EB
550
Eastern Bank
Massachusetts
$574