We are live on ! Find out more
SEIC icon

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
EB
551
Eastern Bank
Massachusetts
$574 +$575 +7 New
EWP
552
Elevation Wealth Partners
California
$493 +$82 +1 +20%
UFF
553
USA Financial Formulas
Michigan
$492 +$493 +6 New
MCM
554
Manchester Capital Management
Vermont
$411
SA
555
Seneschal Advisors
Washington
$329
AF
556
Advisornet Financial
Minnesota
$328
DF
557
Dunhill Financial
United Kingdom
$200 +$164 +2 New
TFM
558
TFC Financial Management
Massachusetts
$83
FG
559
Fairman Group
Pennsylvania
$70
RCM
560
Raleigh Capital Management
North Carolina
$19
JAM
561
Jupiter Asset Management
United Kingdom
-$23.5M -277,462 Closed
SWGC
562
Summit Wealth Group (Colorado)
Colorado
-$5.52M -115,735 Closed
Balyasny Asset Management
563
Balyasny Asset Management
Illinois
-$7.5M -88,345 Closed
SPS
564
Susquehanna Portfolio Strategies
Pennsylvania
-$6.08M -71,629 Closed
JG
565
Jain Global
New York
-$5.45M -64,248 Closed
PAMP
566
Polar Asset Management Partners
Ontario, Canada
-$4.16M -49,043 Closed
YIH
567
Y-Intercept (HK)
Hong Kong
-$3.15M -37,115 Closed
TI
568
Trexquant Investment
Connecticut
-$3.11M -36,702 Closed
NSEDCP
569
NJ State Employees Deferred Compensation Plan
New Jersey
-$3M -35,400 Closed
BAMF
570
BI Asset Management Fondsmaeglerselskab
Denmark
-$2.29M -27,042 Closed
HSA
571
Hussman Strategic Advisors
Maryland
-$1.78M -21,000 Closed
Capstone Investment Advisors
572
Capstone Investment Advisors
New York
-$1.32M -15,606 Closed
PS
573
Pensionfund Sabic
Netherlands
-$1.2M -14,100 Closed
Jacobs Levy Equity Management
574
Jacobs Levy Equity Management
New Jersey
-$1.07M -12,623 Closed
LP
575
LMR Partners
United Kingdom
-$930K -10,957 Closed