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SEI Investments

561 hedge funds and large institutions have $8.09B invested in SEI Investments in 2025 Q2 according to their latest regulatory filings, with 107 funds opening new positions, 181 increasing their positions, 197 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

8% less repeat investments, than reductions

Existing positions increased: 181 | Existing positions reduced: 197

1.03% less ownership

Funds ownership: 73.35%72.33% (-1%)

Holders
561
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$5.11M
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SC
551
Stephens Consulting
Michigan
$719
BHWM
552
Bay Harbor Wealth Management
Maryland
$539
SS
553
SBI Securities
Japan
$539
RCM
554
Raleigh Capital Management
North Carolina
$452
MCM
555
Manchester Capital Management
Vermont
$450
WCM
556
WealthTrak Capital Management
Virginia
$450
AF
557
Advisornet Financial
Minnesota
$449
PWM
558
Parkworth Wealth Management
California
$359
GWSG
559
GPS Wealth Strategies Group
Colorado
$90
TFM
560
TFC Financial Management
Massachusetts
$90
FG
561
Fairman Group
Pennsylvania
$76
AS
562
Aware Super
Australia
Sumitomo Mitsui Trust Group
563
Sumitomo Mitsui Trust Group
Japan
AIM
564
Achmea Investment Management
Netherlands
CS
565
Candriam SCA
Luxembourg
Holocene Advisors
566
Holocene Advisors
New York
CF
567
Corebridge Financial
Texas
Mitsubishi UFJ Trust & Banking
568
Mitsubishi UFJ Trust & Banking
Japan
ZIM
569
Zacks Investment Management
Illinois
AAF
570
Andra AP-fonden
Sweden
WCF
571
West Coast Financial
California
VIM
572
Vinva Investment Management
Australia
PI
573
PGGM Investments
Netherlands
RPI
574
Railway Pension Investments
United Kingdom
AG
575
Algert Global
California