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SEI Investments

559 hedge funds and large institutions have $7.31B invested in SEI Investments in 2025 Q4 according to their latest regulatory filings, with 79 funds opening new positions, 200 increasing their positions, 192 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 57

2% more funds holding

Funds holding: 548559 (+11)

1.13% more ownership

Funds ownership: 71.63%72.75% (+1.1%)

4% more repeat investments, than reductions

Existing positions increased: 200 | Existing positions reduced: 192

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
559
Holders Change
+11
Holders Change %
+2.01%
% of All Funds
6.8%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
79
Increased
200
Reduced
192
Closed
57
Calls
$509K
Puts
$1.45M
Net Calls
-$943K
Net Calls Change
-$8.12M
Name Holding Trade Value Shares
Change
Change in
Stake
FFO
526
Fortitude Family Office
Arizona
$2.46K -$1.15K -14 -32%
AWM
527
Activest Wealth Management
Florida
$2.38K +$2.38K +29 New
CIA
528
Cape Investment Advisory
Georgia
$2.38K +$2.38K +29 New
DPW
529
DiNuzzo Private Wealth
Pennsylvania
$2.3K
BHWM
530
Beaird Harris Wealth Management
Texas
$2.13K -$1.31K -16 -38%
DWM
531
Dogwood Wealth Management
Kansas
$2.13K +$1.97K +24 +1,200%
BIA
532
Bell Investment Advisors
California
$2.05K -$1.23K -15 -38%
NWM
533
Navigoe Wealth Management
California
$2K
WCM
534
Winthrop Capital Management
Indiana
$2K +$575 +7 +58%
TFA
535
Transamerica Financial Advisors
Florida
$1.73K +$247 +3 +17%
GFL
536
Granite FO LLC
New Hampshire
$1.72K
TWD
537
True Wealth Design
Ohio
$1.64K -$5.26K -64 -76%
EP
538
Essential Partners
California
$1.64K +$1.64K +20 New
CWA
539
Carolina Wealth Advisors
South Carolina
$1.39K +$1.4K +17 New
RF
540
Rossby Financial
Florida
$1.31K +$1.31K +16 New
EW
541
Elyxium Wealth
California
$1.23K +$1.23K +15 New
SS
542
SBI Securities
Japan
$1.15K +$411 +5 +56%
CH
543
Cromwell Holdings
Wyoming
$1.07K
HFM
544
Harvest Fund Management
China
$1K
IPS
545
Investors Portfolio Services
Washington
$978 +$986 +12 New
BHWM
546
Bay Harbor Wealth Management
Maryland
$907 +$329 +4 +57%
FMP
547
Financial Management Professionals
Texas
$825
HIA
548
HFM Investment Advisors
New Jersey
$739 -$82 -1 -10%
HWP
549
Highline Wealth Partners
California
$738
CFM
550
Cornerstone Financial Management
Massachusetts
$574 +$575 +7 New