SEIC icon

SEI Investments

557 hedge funds and large institutions have $8.07B invested in SEI Investments in 2025 Q2 according to their latest regulatory filings, with 108 funds opening new positions, 180 increasing their positions, 194 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
557
Holders Change
+19
Holders Change %
+3.53%
% of All Funds
7.47%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.07%
New
108
Increased
180
Reduced
194
Closed
78
Calls
$5.11M
Puts
Net Calls
+$5.11M
Net Calls Change
+$1.35M
Name Holding Trade Value Shares
Change
Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.01B -$20.8M -231,566 -2%
BlackRock
2
BlackRock
New York
$827M -$195M -2,168,392 -19%
Loomis, Sayles & Company
3
Loomis, Sayles & Company
Massachusetts
$794M +$10.9M +121,198 +1%
Morgan Stanley
4
Morgan Stanley
New York
$506M -$14.5M -161,590 -3%
State Street
5
State Street
Massachusetts
$426M -$89.2M -992,326 -17%
Bank of America
6
Bank of America
North Carolina
$284M +$12M +133,057 +4%
BGC
7
Beutel, Goodman & Co
Ontario, Canada
$234M -$6.74M -74,994 -3%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$232M -$10M -111,546 -4%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$165M +$8.86M +98,588 +6%
First Trust Advisors
10
First Trust Advisors
Illinois
$155M +$13M +144,789 +9%
Invesco
11
Invesco
Georgia
$149M -$3.62M -40,312 -2%
Lord, Abbett & Co
12
Lord, Abbett & Co
New Jersey
$133M +$73.3M +815,931 +122%
BTW
13
Boston Trust Walden
Massachusetts
$123M +$3.97M +44,195 +3%
RA
14
Royce & Associates
New York
$110M -$4.8M -53,440 -4%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$101M +$44.7M +497,217 +79%
Caisse de Depot et Placement du Quebec (CDPQ)
16
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$92.2M +$26M +288,807 +39%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$91.7M -$10.1M -112,604 -10%
Northern Trust
18
Northern Trust
Illinois
$82.2M -$12.5M -139,383 -13%
UBS AM
19
UBS AM
Illinois
$77.4M +$5.43M +60,434 +8%
Fidelity Investments
20
Fidelity Investments
Massachusetts
$75.3M -$6.84M -76,163 -8%
ACL
21
Azora Capital LP
Florida
$69.9M +$36.5M +406,287 +109%
Charles Schwab
22
Charles Schwab
California
$59.9M -$457K -5,091 -0.8%
Norges Bank
23
Norges Bank
Norway
$55.7M +$55.7M +619,682 New
Ameriprise
24
Ameriprise
Minnesota
$53.4M +$8.68M +96,573 +19%
Millennium Management
25
Millennium Management
New York
$52.2M -$18.2M -202,185 -26%