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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
VA
126
Vident Advisory
Georgia
$4.81M +$3.38M +37,996 +204%
IA
127
IFG Advisory
Georgia
$4.81M +$52.8K +594 +1%
HSA
128
HBK Sorce Advisory
Pennsylvania
$4.78M -$2.13K -24 -0%
CPA
129
Court Place Advisors
Maryland
$4.76M
DB
130
Danske Bank
Denmark
$4.53M -$1.97M -22,124 -29%
APG Asset Management
131
APG Asset Management
Netherlands
$4.52M
Ensign Peak Advisors
132
Ensign Peak Advisors
Utah
$4.45M +$163K +1,830 +4%
Carson Wealth (CWM LLC)
133
Carson Wealth (CWM LLC)
Nebraska
$4.42M -$150K -1,686 -3%
MF
134
Magnetar Financial
Illinois
$4.38M +$3.43M +38,601 +295%
ECM
135
ExodusPoint Capital Management
New York
$4.32M +$3.61M +40,662 +399%
Connor, Clark & Lunn Investment Management (CC&L)
136
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$4.31M +$671K +7,552 +17%
MCCA
137
Mill Creek Capital Advisors
Pennsylvania
$4.24M +$4.44M +49,971 New
Prudential Financial
138
Prudential Financial
New Jersey
$4.22M +$2.71M +30,551 +159%
Holocene Advisors
139
Holocene Advisors
New York
$4.17M +$4.37M +49,163 New
PAMP
140
Polar Asset Management Partners
Ontario, Canada
$4.16M +$3.3M +37,143 +312%
SA
141
Sanctuary Advisors
Indiana
$4.16M +$700K +7,883 +19%
CAG
142
Crestwood Advisors Group
Massachusetts
$4.14M -$13.5M -152,396 -76%
MIM
143
MetLife Investment Management
New Jersey
$4.11M -$235K -2,643 -5%
PI
144
PineBridge Investments
New York
$4.1M -$1.46M -16,418 -25%
KBC Group
145
KBC Group
Belgium
$4.06M +$167K +1,884 +4%
Treasurer of the State of North Carolina
146
Treasurer of the State of North Carolina
North Carolina
$3.97M -$12.4M -139,563 -75%
PFSRSONJ
147
Police & Firemen's Retirement System of New Jersey
New Jersey
$3.92M +$581K +6,537 +16%
Janus Henderson Group
148
Janus Henderson Group
United Kingdom
$3.91M
MWM
149
Moran Wealth Management
Florida
$3.9M -$113K -1,275 -3%
AB
150
Amalgamated Bank
New York
$3.88M -$11.7K -132 -0.3%

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.