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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
AB
151
Amalgamated Bank
New York
$3.41M
BF
152
BOK Financial
Oklahoma
$3.37M
AI
153
Atria Investments
North Carolina
$3.24M
Cerity Partners
154
Cerity Partners
New York
$3.24M
FISPB
155
Fideuram - Intesa Sanpaolo Private Banking
$3.22M
ISL
156
Ingalls & Snyder LLC
New York
$3.21M
MOACM
157
Mutual of America Capital Management
New York
$3.18M
BNP Paribas Financial Markets
158
BNP Paribas Financial Markets
France
$3.16M
US Bancorp
159
US Bancorp
Minnesota
$3.15M
WorldQuant Millennium Advisors
160
WorldQuant Millennium Advisors
New York
$3.13M
II
161
Inspire Investing
Idaho
$3.08M
WAAG
162
Wealth Alliance Advisory Group
Kansas
$3.08M
JIC
163
Johnson Investment Counsel
Ohio
$3.03M
MAM
164
Meeder Asset Management
Ohio
$2.98M
MIM
165
Morningstar Investment Management
Illinois
$2.96M
ZIM
166
Zacks Investment Management
Illinois
$2.93M
BIP
167
Brandes Investment Partners
California
$2.93M
Credit Agricole
168
Credit Agricole
France
$2.84M
CGH
169
Crossmark Global Holdings
Texas
$2.84M
TVPW
170
Third View Private Wealth
Connecticut
$2.81M
DT
171
Diversified Trust
Tennessee
$2.76M
Handelsbanken Fonder
172
Handelsbanken Fonder
Sweden
$2.75M
SC
173
Sepio Capital
Utah
$2.71M
DCM
174
DGS Capital Management
New Jersey
$2.68M
CCIA
175
Campbell & Co Investment Adviser
Maryland
$2.65M