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SEI Investments

546 hedge funds and large institutions have $7.27B invested in SEI Investments in 2025 Q1 according to their latest regulatory filings, with 67 funds opening new positions, 191 increasing their positions, 188 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

881% more call options, than puts

Call options by funds: $4.19M | Put options by funds: $427K

29% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 52

3.04% more ownership

Funds ownership: 70.76%73.8% (+3%)

1% more funds holding

Funds holding: 539546 (+7)

2% more repeat investments, than reductions

Existing positions increased: 191 | Existing positions reduced: 188

3% less capital invested

Capital invested by funds: $7.53B → $7.27B (-$257M)

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
546
Holders Change
+7
Holders Change %
+1.3%
% of All Funds
7.32%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.04%
New
67
Increased
191
Reduced
188
Closed
52
Calls
$4.19M
Puts
$427K
Net Calls
+$3.76M
Net Calls Change
-$1.3M
Name Holding Trade Value Shares
Change
Change in
Stake
New York State Common Retirement Fund
151
New York State Common Retirement Fund
New York
$3.54M -$14.1M -175,700 -79%
TC
152
TownSquare Capital
Utah
$3.42M +$815K +10,138 +30%
Nisa Investment Advisors
153
Nisa Investment Advisors
Missouri
$3.4M
Canada Pension Plan Investment Board
154
Canada Pension Plan Investment Board
Ontario, Canada
$3.37M +$3.49M +43,400 New
BF
155
BOK Financial
Oklahoma
$3.32M +$2.65M +32,986 +339%
HC
156
Henshaw Capital
Massachusetts
$3.31M -$37.1K -462 -1%
PI
157
PGGM Investments
Netherlands
$3.29M
SC
158
SummitTX Capital
Texas
$3.29M +$3.4M +42,332 New
SA
159
Sanctuary Advisors
Indiana
$3.22M -$472K -5,873 -12%
TWM
160
Thrive Wealth Management
Pennsylvania
$3.19M -$95.5K -1,188 -3%
State of Tennessee, Department of Treasury
161
State of Tennessee, Department of Treasury
Tennessee
$3.14M
AI
162
Atria Investments
North Carolina
$3.13M +$343K +4,267 +12%
RPI
163
Railway Pension Investments
United Kingdom
$3.1M
AG
164
Algert Global
California
$3.01M -$1.05M -13,037 -25%
SFI
165
Susquehanna Fundamental Investments
Pennsylvania
$2.98M -$3.71M -46,161 -55%
PA
166
Procyon Advisors
Connecticut
$2.98M +$227K +2,818 +8%
KWM
167
Kingsview Wealth Management
Oregon
$2.95M +$3.05M +37,946 New
WAAG
168
Wealth Alliance Advisory Group
Kansas
$2.91M
SC
169
Sepio Capital
Utah
$2.88M -$62.4K -776 -2%
US Bancorp
170
US Bancorp
Minnesota
$2.85M +$21.1K +262 +0.7%
PFSRSONJ
171
Police & Firemen's Retirement System of New Jersey
New Jersey
$2.81M +$27K +336 +0.9%
ISL
172
Ingalls & Snyder LLC
New York
$2.8M -$8.04K -100 -0.3%
DT
173
Diversified Trust
Tennessee
$2.8M -$3.62K -45 -0.1%
NSEDCP
174
NJ State Employees Deferred Compensation Plan
New Jersey
$2.75M
LF
175
Lansforsakringar Fondforvaltning
Sweden
$2.75M

SEIC Hedge Fund Activity: Q1 2025 in Review

546 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in SEI Investments (SEIC) for Q1 2025, worth a combined $7.27B — down 3.4% from $7.53B a quarter earlier.

Buyers outnumbered sellers: 67 funds opened new SEIC positions and 52 closed out — a net gain of 15 holders — while 191 added to existing stakes and 188 trimmed.

The largest buyer was First Trust Advisors, adding an estimated $88.4M. The largest seller was Citadel Advisors, exiting entirely with an estimated $60M sold.

  • 546 institutional investors held SEI Investments (SEIC) as of Q1 2025, up from 539 in Q4 2024.
  • Funds reported $7.27B of SEI Investments stock for Q1 2025, down 3.4% quarter-over-quarter.
  • 67 funds opened new SEI Investments positions in Q1 2025 and 52 closed out, a net change of +15 holders.
  • The largest SEI Investments buyer in Q1 2025 was First Trust Advisors, an estimated $88.4M added.
  • The largest SEI Investments seller in Q1 2025 was Citadel Advisors, an estimated $60M sold.

Based on aggregated 13F filings for Q1 2025.