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SEI Investments

562 hedge funds and large institutions have $7.06B invested in SEI Investments in 2026 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 215 increasing their positions, 177 reducing their positions, and 61 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: $7.31B → $7.06B (-$247M)

51% less call options, than puts

Call options by funds: $3.65M | Put options by funds: $7.42M

Holders
562
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
$3.65M
Puts
$7.42M
Net Calls
Net Calls Change

Top Buyers

1 +$146M
2 +$61.7M
3 +$45.6M
4
BlackRock
BlackRock
New York
+$38.9M
5
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
+$23.6M

Top Sellers

1 -$48.3M
2 -$36.1M
3 -$26.3M
4
Morgan Stanley
Morgan Stanley
New York
-$23.3M
5
Millennium Management
Millennium Management
New York
-$20.8M
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
526
Activest Wealth Management
Florida
$2.28K
DPW
527
DiNuzzo Private Wealth
Pennsylvania
$2.2K
HFS
528
Hughes Financial Services
Virginia
$2.2K
BHWM
529
Beaird Harris Wealth Management
Texas
$2.04K
NWM
530
Navigoe Wealth Management
California
$2K
CFM
531
Cornerstone Financial Management
Massachusetts
$1.8K
GFL
532
Granite FO LLC
New Hampshire
$1.65K
RF
533
Rossby Financial
Florida
$1.56K
OA
534
Operose Advisors
Wisconsin
$1.49K
BWL
535
Bogart Wealth LLC
Virginia
$1.41K
BHWM
536
Bay Harbor Wealth Management
Maryland
$1.33K
GBT
537
Grove Bank & Trust
Florida
$1.26K
SS
538
SBI Securities
Japan
$1.18K
CH
539
Cromwell Holdings
Wyoming
$1.02K
IPS
540
Investors Portfolio Services
Washington
$1.01K
WCM
541
Winthrop Capital Management
Indiana
$1K
HFM
542
Harvest Fund Management
China
$1K
FMP
543
Financial Management Professionals
Texas
$785
HIA
544
HFM Investment Advisors
New Jersey
$785
KG
545
Kilter Group
New York
$707
HWP
546
Highline Wealth Partners
California
$706
FHC
547
First Horizon Corporation
Tennessee
$628
VWM
548
Vermillion Wealth Management
Minnesota
$549
UFF
549
USA Financial Formulas
Michigan
$471
MCM
550
Manchester Capital Management
Vermont
$393