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SEI Investments

559 hedge funds and large institutions have $7.31B invested in SEI Investments in 2025 Q4 according to their latest regulatory filings, with 79 funds opening new positions, 200 increasing their positions, 192 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 57

2% more funds holding

Funds holding: 548559 (+11)

1.13% more ownership

Funds ownership: 71.63%72.75% (+1.1%)

4% more repeat investments, than reductions

Existing positions increased: 200 | Existing positions reduced: 192

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

3% less capital invested

Capital invested by funds: $7.51B → $7.31B (-$199M)

65% less call options, than puts

Call options by funds: $509K | Put options by funds: $1.45M

Holders
559
Holders Change
+11
Holders Change %
+2.01%
% of All Funds
6.8%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
79
Increased
200
Reduced
192
Closed
57
Calls
$509K
Puts
$1.45M
Net Calls
-$943K
Net Calls Change
-$8.12M
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
126
Carson Wealth (CWM LLC)
Nebraska
$4.42M +$139K +1,686 +3%
HSA
127
HBK Sorce Advisory
Pennsylvania
$4.37M -$510K -6,200 -11%
Citigroup
128
Citigroup
New York
$4.34M +$894K +10,882 +26%
MCM
129
MAI Capital Management
Ohio
$4.31M +$4.04M +49,097 +1,418%
APG Asset Management
130
APG Asset Management
Netherlands
$4.11M -$311K -3,779 -6%
MCCA
131
Mill Creek Capital Advisors
Pennsylvania
$4.1M +$1.07K +13 +0%
SA
132
Sanctuary Advisors
Indiana
$4.02M +$5.1K +62 +0.1%
CAG
133
Crestwood Advisors Group
Massachusetts
$4M +$822 +10 +0%
IIM
134
INTECH Investment Management
Florida
$3.99M +$1.54M +18,772 +63%
BS
135
Banco Santander
Spain
$3.9M -$1.35M -16,371 -26%
NAAA
136
New Age Alpha Advisors
New York
$3.87M +$2.86M +34,745 +280%
KBC Group
137
KBC Group
Belgium
$3.82M -$103K -1,258 -3%
AAIS
138
ABN AMRO Investment Solutions
$3.8M -$1.48M -18,010 -28%
MIM
139
MetLife Investment Management
New Jersey
$3.74M -$233K -2,838 -6%
Janus Henderson Group
140
Janus Henderson Group
United Kingdom
$3.7M -$80.4K -978 -2%
A
141
AlphaQuest
New York
$3.66M +$676K +8,219 +23%
MWM
142
Moran Wealth Management
Florida
$3.62M -$149K -1,809 -4%
Nisa Investment Advisors
143
Nisa Investment Advisors
Missouri
$3.62M +$1.4K +17 +0%
PFSRSONJ
144
Police & Firemen's Retirement System of New Jersey
New Jersey
$3.54M -$254K -3,087 -7%
New York State Common Retirement Fund
145
New York State Common Retirement Fund
New York
$3.54M
KK
146
Karl Kapital
California
$3.53M +$3.54M +43,072 New
Treasurer of the State of North Carolina
147
Treasurer of the State of North Carolina
North Carolina
$3.52M -$321K -3,904 -8%
HC
148
Henshaw Capital
Massachusetts
$3.51M
Holocene Advisors
149
Holocene Advisors
New York
$3.49M -$545K -6,630 -13%
Ensign Peak Advisors
150
Ensign Peak Advisors
Utah
$3.48M -$822K -9,999 -19%