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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
TWM
101
Thrive Wealth Management
Pennsylvania
$6.02M -$362K -4,390 -5%
THCM
102
Taylor Hoffman Capital Management
Virginia
$5.68M +$97.4K +1,183 +2%
Chevy Chase Trust
103
Chevy Chase Trust
Maryland
$5.67M -$308K -3,743 -5%
KK
104
Karl Kapital
California
$5.66M +$2.39M +29,068 +67%
Canada Life
105
Canada Life
Manitoba, Canada
$5.58M -$124K -1,504 -2%
Manulife (Manufacturers Life Insurance)
106
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$5.55M -$98.5K -1,196 -2%
BAMF
107
BI Asset Management Fondsmaeglerselskab
Denmark
$5.53M +$5.8M +70,449 New
UHC
108
Union Heritage Capital
Michigan
$5.39M
SAM
109
Southernsun Asset Management
Tennessee
$5.29M +$75.2K +913 +1%
MWM
110
Modera Wealth Management
New Jersey
$5.21M -$350K -4,255 -6%
TWC
111
TD Waterhouse Canada
Ontario, Canada
$4.96M +$4.44M +53,974 +555%
Mirae Asset Global Investments
112
Mirae Asset Global Investments
South Korea
$4.96M +$12.2K +148 +0.2%
Universal-Beteiligungs- und Servicegesellschaft
113
Universal-Beteiligungs- und Servicegesellschaft
Germany
$4.81M -$479K -5,816 -9%
HSA
114
HBK Sorce Advisory
Pennsylvania
$4.72M +$6.42K +78 +0.2%
Los Angeles Capital Management
115
Los Angeles Capital Management
California
$4.58M -$773K -9,385 -14%
SSA
116
Schonfeld Strategic Advisors
New York
$4.54M -$7.36M -89,410 -61%
Capital Fund Management (CFM)
117
Capital Fund Management (CFM)
France
$4.49M -$5.29M -64,216 -53%
Ohio Public Employees Retirement System (OPERS)
118
Ohio Public Employees Retirement System (OPERS)
Ohio
$4.48M -$246K -2,992 -5%
MCM
119
MAI Capital Management
Ohio
$4.24M +$118K +1,427 +3%
MCCA
120
Mill Creek Capital Advisors
Pennsylvania
$4.03M +$109K +1,325 +3%
ECM
121
ExodusPoint Capital Management
New York
$3.94M -$1.25M -15,183 -23%
II
122
Inspire Investing
Idaho
$3.88M +$979K +11,884 +32%
SA
123
Sanctuary Advisors
Indiana
$3.81M -$37.3K -453 -0.9%
IMRF
124
Illinois Municipal Retirement Fund
Illinois
$3.77M -$673K -8,177 -15%
APG Asset Management
125
APG Asset Management
Netherlands
$3.73M -$329K -3,992 -7%