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SEI Investments

548 hedge funds and large institutions have $7.51B invested in SEI Investments in 2025 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 209 increasing their positions, 170 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

504% more call options, than puts

Call options by funds: $8.6M | Put options by funds: $1.43M

23% more repeat investments, than reductions

Existing positions increased: 209 | Existing positions reduced: 170

0.72% less ownership

Funds ownership: 72.35%71.63% (-0.72%)

3% less funds holding

Funds holding: 563548 (-15)

7% less capital invested

Capital invested by funds: $8.09B → $7.51B (-$584M)

12% less first-time investments, than exits

New positions opened: 60 | Existing positions closed: 68

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
548
Holders Change
-15
Holders Change %
-2.66%
% of All Funds
7.19%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.05%
New
60
Increased
209
Reduced
170
Closed
68
Calls
$8.6M
Puts
$1.43M
Net Calls
+$7.18M
Net Calls Change
+$2.07M
Name Holding Trade Value Shares
Change
Change in
Stake
Rockefeller Capital Management
76
Rockefeller Capital Management
New York
$10.2M +$1.76M +19,849 +20%
Wells Fargo
77
Wells Fargo
California
$10.1M +$2.12M +23,900 +25%
New York State Teachers Retirement System (NYSTRS)
78
New York State Teachers Retirement System (NYSTRS)
New York
$9.86M -$120K -1,346 -1%
LPL Financial
79
LPL Financial
California
$9.55M +$1.2M +13,500 +14%
American Century Companies
80
American Century Companies
Missouri
$9.51M -$358K -4,024 -3%
TD Asset Management
81
TD Asset Management
Ontario, Canada
$9.44M -$1.28M -14,438 -11%
Jane Street
82
Jane Street
New York
$9.36M -$23.8M -268,056 -71%
Acadian Asset Management
83
Acadian Asset Management
Massachusetts
$9.26M +$399K +4,496 +4%
Truist Financial
84
Truist Financial
North Carolina
$9.22M -$580K -6,528 -6%
HCM
85
Hahn Capital Management
California
$9.19M -$430K -4,840 -4%
Bank of Montreal
86
Bank of Montreal
Ontario, Canada
$9.14M -$1.37M -15,434 -13%
TI
87
Tidal Investments
Wisconsin
$8.93M +$1.87M +21,054 +25%
Teacher Retirement System of Texas
88
Teacher Retirement System of Texas
Texas
$8.68M +$674K +7,584 +8%
VanEck Associates
89
VanEck Associates
New York
$8.57M -$3.04M -34,187 -25%
Schroder Investment Management Group
90
Schroder Investment Management Group
United Kingdom
$8.52M +$1.2M +13,545 +16%
California State Teachers Retirement System (CalSTRS)
91
California State Teachers Retirement System (CalSTRS)
California
$8.42M -$493K -5,544 -5%
EGM
92
Engineers Gate Manager
New York
$8.24M +$886K +9,977 +11%
Capital Fund Management (CFM)
93
Capital Fund Management (CFM)
France
$8.08M +$4.24M +47,683 +100%
KCM
94
Kathmere Capital Management
Pennsylvania
$7.89M +$1.69M +19,000 +26%
Russell Investments Group
95
Russell Investments Group
United Kingdom
$7.79M -$4.73M -53,207 -37%
Balyasny Asset Management
96
Balyasny Asset Management
Illinois
$7.5M +$7.85M +88,345 New
State of Wisconsin Investment Board
97
State of Wisconsin Investment Board
Wisconsin
$7.27M -$603K -6,782 -7%
TWM
98
Thrive Wealth Management
Pennsylvania
$6.73M +$3.6M +40,463 +104%
Chevy Chase Trust
99
Chevy Chase Trust
Maryland
$6.64M -$72.6K -817 -1%
T. Rowe Price Associates
100
T. Rowe Price Associates
Maryland
$6.61M +$493K +5,548 +8%

SEIC Hedge Fund Activity: Q3 2025 in Review

548 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in SEI Investments (SEIC) for Q3 2025, worth a combined $7.51B — down 7.2% from $8.09B a quarter earlier.

Sellers outnumbered buyers: 68 funds closed out of SEIC and 60 opened new positions — a net loss of 8 holders — while 170 trimmed existing stakes and 209 added.

The largest buyer was Fidelity Investments, adding an estimated $45.5M. The largest seller was Azora Capital LP, exiting entirely with an estimated $69.9M sold.

  • 548 institutional investors held SEI Investments (SEIC) as of Q3 2025, down from 563 in Q2 2025.
  • Funds reported $7.51B of SEI Investments stock for Q3 2025, down 7.2% quarter-over-quarter.
  • 60 funds opened new SEI Investments positions in Q3 2025 and 68 closed out, a net change of -8 holders.
  • The largest SEI Investments buyer in Q3 2025 was Fidelity Investments, an estimated $45.5M added.
  • The largest SEI Investments seller in Q3 2025 was Azora Capital LP, an estimated $69.9M sold.

Based on aggregated 13F filings for Q3 2025.