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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
UB
101
UMB Bank
Missouri
$6.59M +$7.37K +83 +0.1%
Manulife (Manufacturers Life Insurance)
102
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$6.25M -$291K -3,278 -4%
Universal-Beteiligungs- und Servicegesellschaft
103
Universal-Beteiligungs- und Servicegesellschaft
Germany
$6.19M +$1.19M +13,423 +23%
MWM
104
Modera Wealth Management
New Jersey
$6.17M -$262K -2,947 -4%
Cerity Partners
105
Cerity Partners
New York
$6.11M -$924K -10,397 -13%
SPS
106
Susquehanna Portfolio Strategies
Pennsylvania
$6.08M -$2.57M -28,967 -29%
THCM
107
Taylor Hoffman Capital Management
Virginia
$5.96M +$91.3K +1,028 +1%
IMRF
108
Illinois Municipal Retirement Fund
Illinois
$5.94M +$2.05M +23,018 +49%
RAM
109
RK Asset Management
Michigan
$5.87M -$6.66K -75 -0.1%
UHC
110
Union Heritage Capital
Michigan
$5.83M
SAM
111
Southernsun Asset Management
Tennessee
$5.64M -$40.2K -453 -0.7%
SWGC
112
Summit Wealth Group (Colorado)
Colorado
$5.52M +$10.3M +115,735 New
AAIS
113
ABN AMRO Investment Solutions
$5.46M -$3.87M -43,555 -40%
JG
114
Jain Global
New York
$5.45M +$4.52M +50,833 +379%
BS
115
Banco Santander
Spain
$5.42M
ATPW
116
Ashton Thomas Private Wealth
Arizona
$5.42M +$4.41M +49,676 +349%
HSBC Holdings
117
HSBC Holdings
United Kingdom
$5.35M -$288K -3,245 -5%
Canada Life
118
Canada Life
Manitoba, Canada
$5.32M -$22.8K -257 -0.4%
VF
119
Vest Financial
Virginia
$5.31M +$730K +8,217 +15%
HI
120
Horizon Investments
North Carolina
$5.3M +$2.22M +24,952 +66%
Amundi
121
Amundi
France
$5.29M -$8.52M -95,847 -61%
Ohio Public Employees Retirement System (OPERS)
122
Ohio Public Employees Retirement System (OPERS)
Ohio
$5.27M -$248K -2,794 -4%
PP
123
Prudential plc
United Kingdom
$5.23M +$5.15M +57,953 +1,575%
Mirae Asset Global Investments
124
Mirae Asset Global Investments
South Korea
$5.12M +$79.5K +895 +2%
Tudor Investment Corp
125
Tudor Investment Corp
Connecticut
$4.81M +$5.04M +56,699 New

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.