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SEI Investments

553 hedge funds and large institutions have $7.3B invested in SEI Investments in 2025 Q4 according to their latest regulatory filings, with 75 funds opening new positions, 200 increasing their positions, 192 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more ownership

Funds ownership:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

3% less capital invested

Capital invested by funds: $7.5B → $7.3B (-$202M)

65% less call options, than puts

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

Holders
553
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$509K
Puts
$1.45M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
126
Carson Wealth (CWM LLC)
Nebraska
$4.42M
HSA
127
HBK Sorce Advisory
Pennsylvania
$4.37M
Citigroup
128
Citigroup
New York
$4.34M
MCM
129
MAI Capital Management
Ohio
$4.31M
APG Asset Management
130
APG Asset Management
Netherlands
$4.11M
MCCA
131
Mill Creek Capital Advisors
Pennsylvania
$4.1M
SA
132
Sanctuary Advisors
Indiana
$4.02M
CAG
133
Crestwood Advisors Group
Massachusetts
$4M
IIM
134
INTECH Investment Management
Florida
$3.99M
BS
135
Banco Santander
Spain
$3.9M
NAAA
136
New Age Alpha Advisors
New York
$3.87M
KBC Group
137
KBC Group
Belgium
$3.82M
AAIS
138
ABN AMRO Investment Solutions
$3.8M
MIM
139
MetLife Investment Management
New Jersey
$3.74M
Janus Henderson Group
140
Janus Henderson Group
United Kingdom
$3.7M
A
141
AlphaQuest
New York
$3.66M
MWM
142
Moran Wealth Management
Florida
$3.62M
Nisa Investment Advisors
143
Nisa Investment Advisors
Missouri
$3.62M
PFSRSONJ
144
Police & Firemen's Retirement System of New Jersey
New Jersey
$3.54M
New York State Common Retirement Fund
145
New York State Common Retirement Fund
New York
$3.54M
KK
146
Karl Kapital
California
$3.53M
Treasurer of the State of North Carolina
147
Treasurer of the State of North Carolina
North Carolina
$3.52M
Holocene Advisors
148
Holocene Advisors
New York
$3.49M
Ensign Peak Advisors
149
Ensign Peak Advisors
Utah
$3.48M
State of Tennessee, Department of Treasury
150
State of Tennessee, Department of Treasury
Tennessee
$3.41M