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SEI Investments

553 hedge funds and large institutions have $7.3B invested in SEI Investments in 2025 Q4 according to their latest regulatory filings, with 75 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: $7.5B → $7.3B (-$202M)

65% less call options, than puts

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

Holders
553
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
DWM
526
Dogwood Wealth Management
Kansas
$2.13K
BIA
527
Bell Investment Advisors
California
$2.05K
NWM
528
Navigoe Wealth Management
California
$2K
WCM
529
Winthrop Capital Management
Indiana
$2K
TFA
530
Transamerica Financial Advisors
Florida
$1.73K
GFL
531
Granite FO LLC
New Hampshire
$1.72K
TWD
532
True Wealth Design
Ohio
$1.64K
CWA
533
Carolina Wealth Advisors
South Carolina
$1.39K
RF
534
Rossby Financial
Florida
$1.31K
EW
535
Elyxium Wealth
California
$1.23K
SS
536
SBI Securities
Japan
$1.15K
CH
537
Cromwell Holdings
Wyoming
$1.07K
HFM
538
Harvest Fund Management
China
$1K
IPS
539
Investors Portfolio Services
Washington
$978
BHWM
540
Bay Harbor Wealth Management
Maryland
$907
FMP
541
Financial Management Professionals
Texas
$825
HIA
542
HFM Investment Advisors
New Jersey
$739
HWP
543
Highline Wealth Partners
California
$738
CFM
544
Cornerstone Financial Management
Massachusetts
$574
EB
545
Eastern Bank
Massachusetts
$574
EWP
546
Elevation Wealth Partners
California
$493
UFF
547
USA Financial Formulas
Michigan
$492
MCM
548
Manchester Capital Management
Vermont
$411
SA
549
Seneschal Advisors
Washington
$329
AF
550
Advisornet Financial
Minnesota
$328