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SEI Investments

563 hedge funds and large institutions have $8.09B invested in SEI Investments in 2025 Q2 according to their latest regulatory filings, with 105 funds opening new positions, 184 increasing their positions, 197 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

31% more first-time investments, than exits

New positions opened: 105 | Existing positions closed: 80

11% more capital invested

Capital invested by funds: $7.27B → $8.09B (+$824M)

3% more funds holding

Funds holding: 546563 (+17)

7% less repeat investments, than reductions

Existing positions increased: 184 | Existing positions reduced: 197

1.46% less ownership

Funds ownership: 73.8%72.35% (-1.5%)

Holders
563
Holders Change
+17
Holders Change %
+3.11%
% of All Funds
7.41%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.07%
New
105
Increased
184
Reduced
197
Closed
80
Calls
$5.11M
Puts
Net Calls
+$5.11M
Net Calls Change
+$1.34M
Name Holding Trade Value Shares
Change
Change in
Stake
FMP
551
Financial Management Professionals
Texas
$899
HWP
552
Highline Wealth Partners
California
$809 -$161 -2 -18%
SC
553
Stephens Consulting
Michigan
$719 +$645 +8 New
BHWM
554
Bay Harbor Wealth Management
Maryland
$539 +$242 +3 +100%
SS
555
SBI Securities
Japan
$539 +$322 +4 +200%
RCM
556
Raleigh Capital Management
North Carolina
$452 +$403 +5 New
MCM
557
Manchester Capital Management
Vermont
$450
WCM
558
WealthTrak Capital Management
Virginia
$450
AF
559
Advisornet Financial
Minnesota
$449
PWM
560
Parkworth Wealth Management
California
$359
GWSG
561
GPS Wealth Strategies Group
Colorado
$90
TFM
562
TFC Financial Management
Massachusetts
$90
FG
563
Fairman Group
Pennsylvania
$76
AS
564
Aware Super
Australia
-$28.2M -363,058 Closed
Sumitomo Mitsui Trust Group
565
Sumitomo Mitsui Trust Group
Japan
-$17.1M -220,410 Closed
AIM
566
Achmea Investment Management
Netherlands
-$12M -154,627 Closed
CS
567
Candriam SCA
Luxembourg
-$10.5M -135,207 Closed
Holocene Advisors
568
Holocene Advisors
New York
-$8.28M -106,626 Closed
CF
569
Corebridge Financial
Texas
-$8.27M -106,499 Closed
Mitsubishi UFJ Trust & Banking
570
Mitsubishi UFJ Trust & Banking
Japan
-$7.57M -97,573 Closed
ZIM
571
Zacks Investment Management
Illinois
-$6.92M -89,116 Closed
AAF
572
Andra AP-fonden
Sweden
-$6.14M -79,100 Closed
WCF
573
West Coast Financial
California
-$4.82M -62,059 Closed
VIM
574
Vinva Investment Management
Australia
-$3.76M -48,792 Closed
PI
575
PGGM Investments
Netherlands
-$3.29M -42,444 Closed

SEIC Hedge Fund Activity: Q2 2025 in Review

563 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in SEI Investments (SEIC) for Q2 2025, worth a combined $8.09B — up 11% from $7.27B a quarter earlier.

Buyers outnumbered sellers: 105 funds opened new SEIC positions and 80 closed out — a net gain of 25 holders — while 184 added to existing stakes and 197 trimmed.

The largest buyer was Lord, Abbett & Co, adding an estimated $65.8M. The largest seller was BlackRock, cutting an estimated $175M.

  • 563 institutional investors held SEI Investments (SEIC) as of Q2 2025, up from 546 in Q1 2025.
  • Funds reported $8.09B of SEI Investments stock for Q2 2025, up 11% quarter-over-quarter.
  • 105 funds opened new SEI Investments positions in Q2 2025 and 80 closed out, a net change of +25 holders.
  • The largest SEI Investments buyer in Q2 2025 was Lord, Abbett & Co, an estimated $65.8M added.
  • The largest SEI Investments seller in Q2 2025 was BlackRock, an estimated $175M sold.

Based on aggregated 13F filings for Q2 2025.