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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
AI
576
Atom Investors
Texas
-$692K -8,155 Closed
IC
577
Inscription Capital
Texas
-$569K -6,704 Closed
Marshall Wace
578
Marshall Wace
United Kingdom
-$522K -6,149 Closed
SFI
579
Susquehanna Fundamental Investments
Pennsylvania
-$460K -5,421 Closed
AIM
580
Advyzon Investment Management
Illinois
-$458K -5,396 Closed
CFM
581
Catalyst Funds Management
Australia
-$434K -5,110 Closed
DS
582
DRW Securities
Illinois
-$423K -4,997 Closed
GSC
583
Ground Swell Capital
South Carolina
-$361K -4,250 Closed
AWA
584
Aaron Wealth Advisors
Illinois
-$339K -3,999 Closed
JWCA
585
J.W. Cole Advisors
Florida
-$294K -3,465 Closed
LAM
586
Longboard Asset Management
Arizona
-$277K -3,270 Closed
ST
587
Sageworth Trust
Pennsylvania
-$260K -3,070 Closed
PCMH
588
Polymer Capital Management (HK)
Hong Kong
-$249K -2,935 Closed
MWM
589
Modern Wealth Management
Kansas
-$235K -2,773 Closed
I
590
InceptionR
California
-$231K -2,717 Closed
NG
591
Norden Group
Utah
-$230K -2,716 Closed
CL
592
Choreo LLC
Illinois
-$229K -2,697 Closed
CFG
593
Cooper Financial Group
California
-$210K -2,476 Closed
Cambridge Investment Research Advisors
594
Cambridge Investment Research Advisors
Iowa
-$201K -2,375 Closed
FFA
595
Florida Financial Advisors
Florida
-$201K -2,367 Closed
Simplex Trading
596
Simplex Trading
Illinois
-$108K -1,281 Closed
ASN
597
Advisory Services Network
Georgia
-$101K -1,193 Closed
PPA
598
Painted Porch Advisors
California
-$70.2K -827 Closed
MG
599
Mather Group
Illinois
-$22.6K -266 Closed
OCM
600
Osterweis Capital Management
California
-$20.9K -246 Closed