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SEI Investments

550 hedge funds and large institutions have $7.29B invested in SEI Investments in 2025 Q4 according to their latest regulatory filings, with 73 funds opening new positions, 198 increasing their positions, 193 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more ownership

Funds ownership:

more funds holding

Funds holding:

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

3% less capital invested

Capital invested by funds: $7.5B → $7.29B (-$218M)

65% less call options, than puts

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

Holders
550
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
BF
151
BOK Financial
Oklahoma
$3.37M
AI
152
Atria Investments
North Carolina
$3.24M
Cerity Partners
153
Cerity Partners
New York
$3.24M
FISPB
154
Fideuram - Intesa Sanpaolo Private Banking
$3.22M
ISL
155
Ingalls & Snyder LLC
New York
$3.21M
MOACM
156
Mutual of America Capital Management
New York
$3.18M
BNP Paribas Financial Markets
157
BNP Paribas Financial Markets
France
$3.16M
US Bancorp
158
US Bancorp
Minnesota
$3.15M
WorldQuant Millennium Advisors
159
WorldQuant Millennium Advisors
New York
$3.13M
II
160
Inspire Investing
Idaho
$3.08M
WAAG
161
Wealth Alliance Advisory Group
Kansas
$3.08M
JIC
162
Johnson Investment Counsel
Ohio
$3.03M
MAM
163
Meeder Asset Management
Ohio
$2.98M
MIM
164
Morningstar Investment Management
Illinois
$2.96M
ZIM
165
Zacks Investment Management
Illinois
$2.93M
BIP
166
Brandes Investment Partners
California
$2.93M
Credit Agricole
167
Credit Agricole
France
$2.84M
CGH
168
Crossmark Global Holdings
Texas
$2.84M
TVPW
169
Third View Private Wealth
Connecticut
$2.81M
DT
170
Diversified Trust
Tennessee
$2.76M
Handelsbanken Fonder
171
Handelsbanken Fonder
Sweden
$2.75M
SC
172
Sepio Capital
Utah
$2.71M
DCM
173
DGS Capital Management
New Jersey
$2.68M
CCIA
174
Campbell & Co Investment Adviser
Maryland
$2.65M
Pathstone Holdings
175
Pathstone Holdings
New Jersey
$2.55M