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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$890M -$11.2M -139,086 -1%
BlackRock
2
BlackRock
New York
$883M -$10.6M -132,245 -1%
Loomis, Sayles & Company
3
Loomis, Sayles & Company
Massachusetts
$677M -$9.43M -117,256 -1%
Morgan Stanley
4
Morgan Stanley
New York
$450M +$13.5M +167,485 +3%
State Street
5
State Street
Massachusetts
$445M +$4.43M +55,158 +1%
Bank of America
6
Bank of America
North Carolina
$235M +$14.5M +180,925 +6%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$208M +$8.59M +106,846 +4%
BGC
8
Beutel, Goodman & Co
Ontario, Canada
$208M +$944K +11,741 +0.4%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$134M +$8.93M +111,065 +7%
Invesco
10
Invesco
Georgia
$132M -$44.4M -552,075 -24%
First Trust Advisors
11
First Trust Advisors
Illinois
$123M +$88.4M +1,099,970 +228%
BTW
12
Boston Trust Walden
Massachusetts
$103M +$1.54M +19,150 +1%
RA
13
Royce & Associates
New York
$99.4M -$6.19M -77,047 -6%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$88M -$3.12M -38,800 -3%
Northern Trust
15
Northern Trust
Illinois
$81.8M -$1.15M -14,333 -1%
Fidelity Investments
16
Fidelity Investments
Massachusetts
$71M -$25.6M -318,984 -26%
UBS AM
17
UBS AM
Illinois
$62.2M +$3.62M +45,019 +6%
Millennium Management
18
Millennium Management
New York
$60.8M +$48.7M +605,252 +339%
Amundi
19
Amundi
France
$57.5M +$43.7M +543,753 +228%
Caisse de Depot et Placement du Quebec (CDPQ)
20
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$57.2M +$16.5M +204,911 +38%
Charles Schwab
21
Charles Schwab
California
$52.1M +$268K +3,339 +0.5%
Lord, Abbett & Co
22
Lord, Abbett & Co
New Jersey
$51.8M +$53.6M +666,918 New
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$48.6M +$19.2M +238,721 +62%
Voloridge Investment Management
24
Voloridge Investment Management
Florida
$44.8M +$9.61M +119,487 +26%
Franklin Resources
25
Franklin Resources
California
$42.3M +$7.89M +98,098 +22%

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.