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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
BAM
601
Blueshift Asset Management
New Jersey
-$256K -3,117 Closed
PA
602
PharVision Advisers
Florida
-$247K -3,008 Closed
FFM
603
Forum Financial Management
Illinois
-$246K -3,004 Closed
ECM
604
Everence Capital Management
Indiana
-$224K -2,730 Closed
MMA
605
Miracle Mile Advisors
California
-$220K -2,679 Closed
TC
606
TwinBeech Capital
New York
-$219K -2,667 Closed
AA
607
Apriem Advisors
California
-$217K -2,648 Closed
LNWTC
608
Laird Norton Wetherby Trust Company
Washington
-$208K -2,523 Closed
BC
609
Bayforest Capital
United Kingdom
-$164K -1,995 Closed
FHA
610
Flagship Harbor Advisors
Massachusetts
-$92.7K -1,130 Closed
LWCFA
611
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
-$76.2K -900 Closed
BBHC
612
Brown Brothers Harriman & Co
New York
-$64.8K -790 Closed
VWWMG
613
Vermillion & White Wealth Management Group
Pennsylvania
-$27.4K -612 Closed
QL
614
Quarry LP
New York
-$16.6K -203 Closed
LAS
615
Lloyd Advisory Services
Georgia
-$12.8K -156 Closed
FAMI
616
Fideuram Asset Management (Ireland)
-$7.48K -95 Closed
N
617
Natixis
France
-$6.23K -76 Closed
OC
618
Optima Capital
Oregon
-$5.94K -72 Closed
UCB
619
United Community Bank
South Carolina
-$4.02K -49 Closed
CIA
620
Cape Investment Advisory
Georgia
-$2.38K -29 Closed
EP
621
Essential Partners
California
-$1.64K -20 Closed
CWA
622
Carolina Wealth Advisors
South Carolina
-$1.39K -17 Closed
EW
623
Elyxium Wealth
California
-$1.23K -15 Closed
EB
624
Eastern Bank
Massachusetts
-$574 -7 Closed