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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
Pathstone Holdings
176
Pathstone Holdings
New Jersey
$2.55M
TRSOTSOK
177
Teachers Retirement System of the State of Kentucky
Kentucky
$2.55M
State of New Jersey Common Pension Fund D
178
State of New Jersey Common Pension Fund D
New Jersey
$2.53M
Zurich Cantonal Bank
179
Zurich Cantonal Bank
Switzerland
$2.53M
Corient Private Wealth
180
Corient Private Wealth
Florida
$2.52M
VPIM
181
Vanguard Personalized Indexing Management
California
$2.5M
YCM
182
Yousif Capital Management
Michigan
$2.49M
ASRS
183
Arizona State Retirement System
Arizona
$2.38M
Wealth Enhancement Advisory Services
184
Wealth Enhancement Advisory Services
Minnesota
$2.38M
Focus Partners Wealth
185
Focus Partners Wealth
Massachusetts
$2.38M
Cetera Investment Advisers
186
Cetera Investment Advisers
Illinois
$2.37M
PNC Financial Services Group
187
PNC Financial Services Group
Pennsylvania
$2.33M
CFO
188
Callan Family Office
Pennsylvania
$2.27M
CIP
189
Convergence Investment Partners
Florida
$2.27M
ET
190
Entropy Technologies
New York
$2.25M
Comerica Bank
191
Comerica Bank
Texas
$2.24M
Canada Pension Plan Investment Board
192
Canada Pension Plan Investment Board
Ontario, Canada
$2.19M
SAM
193
Smithbridge Asset Management
Pennsylvania
$2.18M
Envestnet Portfolio Solutions
194
Envestnet Portfolio Solutions
Illinois
$2.16M
SC
195
SummitTX Capital
Texas
$2.15M
GCM
196
Graham Capital Management
Connecticut
$2.12M
LSERS
197
Louisiana State Employees Retirement System
Louisiana
$2.11M
FCBT
198
First Citizens Bank & Trust
North Carolina
$1.98M
HT
199
Headlands Technologies
Illinois
$1.97M
XT
200
XTX Topco
Cayman Islands
$1.95M