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SEI Investments

565 hedge funds and large institutions have $7.06B invested in SEI Investments in 2026 Q1 according to their latest regulatory filings, with 74 funds opening new positions, 216 increasing their positions, 179 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 74 | Existing positions closed: 59

21% more repeat investments, than reductions

Existing positions increased: 216 | Existing positions reduced: 179

1% more funds holding

Funds holding: 559565 (+6)

0.88% more ownership

Funds ownership: 72.75%73.63% (+0.88%)

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 (-$246M)

51% less call options, than puts

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

Holders
565
Holders Change
+6
Holders Change %
+1.07%
% of All Funds
6.96%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
74
Increased
216
Reduced
179
Closed
59
Calls
$3.65M
Puts
$7.42M
Net Calls
-$3.77M
Net Calls Change
-$2.83M
Name Holding Trade Value Shares
Change
Change in
Stake
VWM
551
Vermillion Wealth Management
Minnesota
$549 +$576 +7 New
UFF
552
USA Financial Formulas
Michigan
$471
MCM
553
Manchester Capital Management
Vermont
$393
AF
554
Advisornet Financial
Minnesota
$392 +$82 +1 +25%
SA
555
Seneschal Advisors
Washington
$314
TWM
556
TopTier Wealth Management
Wisconsin
$235 +$247 +3 New
DF
557
Dunhill Financial
United Kingdom
$191
DWM
558
Dogwood Wealth Management
Kansas
$157 -$1.98K -24 -92%
ACA
559
American Capital Advisory
Idaho
$157 +$165 +2 New
CW
560
Curio Wealth
Maryland
$157 +$165 +2 New
MCM
561
MV Capital Management
Maryland
$157 +$165 +2 New
TFM
562
TFC Financial Management
Massachusetts
$79
3FI
563
3 Factor Indexing
California
$79 +$82 +1 New
CIAM
564
Caitong International Asset Management
Hong Kong
$78 -$102K -1,237 -100%
FG
565
Fairman Group
Pennsylvania
$66
Norges Bank
566
Norges Bank
Norway
-$53.5M -652,868 Closed
ACL
567
Azora Capital LP
Florida
-$17.8M -216,465 Closed
MGP
568
M&G plc
United Kingdom
-$11M -134,004 Closed
Schroder Investment Management Group
569
Schroder Investment Management Group
United Kingdom
-$8.35M -100,359 Closed
WG
570
Winton Group
United Kingdom
-$6.28M -76,615 Closed
PP
571
Prudential plc
United Kingdom
-$4.95M -60,311 Closed
IA
572
IFG Advisory
Georgia
-$4.85M -59,147 Closed
A
573
AlphaQuest
New York
-$3.66M -44,564 Closed
MAM
574
Meeder Asset Management
Ohio
-$2.98M -36,348 Closed
CIP
575
Convergence Investment Partners
Florida
-$2.27M -27,640 Closed