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SEI Investments

558 hedge funds and large institutions have $7.31B invested in SEI Investments in 2025 Q4 according to their latest regulatory filings, with 78 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: $7.51B → $7.31B (-$199M)

65% less call options, than puts

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

Holders
558
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
EWP
551
Elevation Wealth Partners
California
$493
UFF
552
USA Financial Formulas
Michigan
$492
MCM
553
Manchester Capital Management
Vermont
$411
SA
554
Seneschal Advisors
Washington
$329
AF
555
Advisornet Financial
Minnesota
$328
DF
556
Dunhill Financial
United Kingdom
$200
TFM
557
TFC Financial Management
Massachusetts
$83
FG
558
Fairman Group
Pennsylvania
$70
RCM
559
Raleigh Capital Management
North Carolina
$19
JAM
560
Jupiter Asset Management
United Kingdom
SWGC
561
Summit Wealth Group (Colorado)
Colorado
Balyasny Asset Management
562
Balyasny Asset Management
Illinois
SPS
563
Susquehanna Portfolio Strategies
Pennsylvania
JG
564
Jain Global
New York
PAMP
565
Polar Asset Management Partners
Ontario, Canada
YIH
566
Y-Intercept (HK)
Hong Kong
TI
567
Trexquant Investment
Connecticut
NSEDCP
568
NJ State Employees Deferred Compensation Plan
New Jersey
BAMF
569
BI Asset Management Fondsmaeglerselskab
Denmark
HSA
570
Hussman Strategic Advisors
Maryland
Capstone Investment Advisors
571
Capstone Investment Advisors
New York
PS
572
Pensionfund Sabic
Netherlands
Jacobs Levy Equity Management
573
Jacobs Levy Equity Management
New Jersey
LP
574
LMR Partners
United Kingdom
AI
575
Atom Investors
Texas