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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
Nisa Investment Advisors
151
Nisa Investment Advisors
Missouri
$3.72M
MOACM
152
Mutual of America Capital Management
New York
$3.68M -$325K -3,659 -8%
BF
153
BOK Financial
Oklahoma
$3.67M -$4.18K -47 -0.1%
New York State Common Retirement Fund
154
New York State Common Retirement Fund
New York
$3.66M -$302K -3,400 -7%
HC
155
Henshaw Capital
Massachusetts
$3.64M
Citigroup
156
Citigroup
New York
$3.57M +$49.9K +562 +1%
ZIM
157
Zacks Investment Management
Illinois
$3.56M +$3.72M +41,915 New
GCM
158
Graham Capital Management
Connecticut
$3.54M +$305K +3,434 +9%
Creative Planning
159
Creative Planning
Kansas
$3.51M +$2.28M +25,670 +163%
II
160
Inspire Investing
Idaho
$3.5M +$516K +5,803 +16%
State of Tennessee, Department of Treasury
161
State of Tennessee, Department of Treasury
Tennessee
$3.44M
AI
162
Atria Investments
North Carolina
$3.41M +$73.8K +831 +2%
US Bancorp
163
US Bancorp
Minnesota
$3.26M +$20.2K +227 +0.6%
ISL
164
Ingalls & Snyder LLC
New York
$3.25M +$195K +2,198 +6%
Pathstone Holdings
165
Pathstone Holdings
New Jersey
$3.24M +$137K +1,543 +4%
WAAG
166
Wealth Alliance Advisory Group
Kansas
$3.18M
YIH
167
Y-Intercept (HK)
Hong Kong
$3.15M +$2.98M +33,530 +935%
TI
168
Trexquant Investment
Connecticut
$3.11M -$11.3M -126,947 -78%
A
169
AlphaQuest
New York
$3.08M +$395K +4,450 +14%
MIM
170
Morningstar Investment Management
Illinois
$3.07M +$2.88M +32,448 +876%
CGH
171
Crossmark Global Holdings
Texas
$3.02M +$2.32M +26,137 +278%
NSEDCP
172
NJ State Employees Deferred Compensation Plan
New Jersey
$3M
SC
173
Sepio Capital
Utah
$2.85M -$31.5K -355 -1%
Handelsbanken Fonder
174
Handelsbanken Fonder
Sweden
$2.84M +$737K +8,300 +33%
DT
175
Diversified Trust
Tennessee
$2.82M -$251K -2,826 -8%

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.