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SEI Investments

546 hedge funds and large institutions have $7.27B invested in SEI Investments in 2025 Q1 according to their latest regulatory filings, with 67 funds opening new positions, 191 increasing their positions, 188 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

881% more call options, than puts

Call options by funds: $4.19M | Put options by funds: $427K

29% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 52

3.04% more ownership

Funds ownership: 70.76%73.8% (+3%)

1% more funds holding

Funds holding: 539546 (+7)

2% more repeat investments, than reductions

Existing positions increased: 191 | Existing positions reduced: 188

3% less capital invested

Capital invested by funds: $7.53B → $7.27B (-$257M)

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
546
Holders Change
+7
Holders Change %
+1.3%
% of All Funds
7.32%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.04%
New
67
Increased
191
Reduced
188
Closed
52
Calls
$4.19M
Puts
$427K
Net Calls
+$3.76M
Net Calls Change
-$1.3M
Name Holding Trade Value Shares
Change
Change in
Stake
PWP
576
Pursue Wealth Partners
California
-$248K -3,008 Closed
JWCA
577
J.W. Cole Advisors
Florida
-$224K -2,720 Closed
IAIM
578
International Assets Investment Management
Florida
-$209K -2,556 Closed
PFWA
579
Paces Ferry Wealth Advisors
Georgia
-$207K -2,504 Closed
ET
580
Entropy Technologies
New York
-$206K -2,501 Closed
GDP
581
Great Diamond Partners
Maine
-$203K -2,463 Closed
VWM
582
Venturi Wealth Management
Texas
-$174K -2,105 Closed
KI
583
Kapitalo Investimentos
Brazil
-$164K -1,983 Closed
MFG
584
Mendota Financial Group
Wisconsin
-$52.1K -632 Closed
CFGS
585
Concourse Financial Group Securities
Alabama
-$50.7K -602 Closed
FFA
586
Fairfield Financial Advisors
Massachusetts
-$38.4K -465 Closed
CBT
587
CoreFirst Bank & Trust
Kansas
-$30.8K -373 Closed
LFA
588
LGT Financial Advisors
Texas
-$20.2K -245 Closed
RA
589
Rise Advisors
New York
-$18.6K -226 Closed
SC
590
Stephens Consulting
Michigan
-$13.3K -161 Closed
WWA
591
Wingate Wealth Advisors
Massachusetts
-$12.5K -152 Closed
CJ
592
Caitlin John
Michigan
-$8.98K -109 Closed
QL
593
Quarry LP
New York
-$6.02K -73 Closed
GM
594
GeoWealth Management
Illinois
-$5.44K -66 Closed
SIM
595
Synergy Investment Management
Florida
-$3.18K -39 Closed
CIAM
596
Caitong International Asset Management
Hong Kong
-$990 -12 Closed
CMBA
597
C.M. Bidwell & Associates
Hawaii
-$495 -6 Closed
SSG
598
Summit Securities Group
New York
-$82 -1 Closed

SEIC Hedge Fund Activity: Q1 2025 in Review

546 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in SEI Investments (SEIC) for Q1 2025, worth a combined $7.27B — down 3.4% from $7.53B a quarter earlier.

Buyers outnumbered sellers: 67 funds opened new SEIC positions and 52 closed out — a net gain of 15 holders — while 191 added to existing stakes and 188 trimmed.

The largest buyer was First Trust Advisors, adding an estimated $88.4M. The largest seller was Citadel Advisors, exiting entirely with an estimated $60M sold.

  • 546 institutional investors held SEI Investments (SEIC) as of Q1 2025, up from 539 in Q4 2024.
  • Funds reported $7.27B of SEI Investments stock for Q1 2025, down 3.4% quarter-over-quarter.
  • 67 funds opened new SEI Investments positions in Q1 2025 and 52 closed out, a net change of +15 holders.
  • The largest SEI Investments buyer in Q1 2025 was First Trust Advisors, an estimated $88.4M added.
  • The largest SEI Investments seller in Q1 2025 was Citadel Advisors, an estimated $60M sold.

Based on aggregated 13F filings for Q1 2025.