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SEI Investments

563 hedge funds and large institutions have $8.09B invested in SEI Investments in 2025 Q2 according to their latest regulatory filings, with 105 funds opening new positions, 184 increasing their positions, 197 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

31% more first-time investments, than exits

New positions opened: 105 | Existing positions closed: 80

11% more capital invested

Capital invested by funds: $7.27B → $8.09B (+$824M)

3% more funds holding

Funds holding: 546563 (+17)

7% less repeat investments, than reductions

Existing positions increased: 184 | Existing positions reduced: 197

1.46% less ownership

Funds ownership: 73.8%72.35% (-1.5%)

Holders
563
Holders Change
+17
Holders Change %
+3.11%
% of All Funds
7.41%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.07%
New
105
Increased
184
Reduced
197
Closed
80
Calls
$5.11M
Puts
Net Calls
+$5.11M
Net Calls Change
+$1.34M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.01B -$18.7M -231,566 -2%
BlackRock
2
BlackRock
New York
$827M -$175M -2,168,392 -19%
Loomis, Sayles & Company
3
Loomis, Sayles & Company
Massachusetts
$794M +$9.77M +121,198 +1%
Morgan Stanley
4
Morgan Stanley
New York
$506M -$13M -161,590 -3%
State Street
5
State Street
Massachusetts
$426M -$80M -992,326 -17%
Bank of America
6
Bank of America
North Carolina
$284M +$10.7M +133,057 +4%
BGC
7
Beutel, Goodman & Co
Ontario, Canada
$234M -$6.04M -74,994 -3%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$232M -$8.99M -111,546 -4%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$165M +$7.95M +98,588 +6%
First Trust Advisors
10
First Trust Advisors
Illinois
$155M +$11.7M +144,789 +9%
Invesco
11
Invesco
Georgia
$149M -$3.25M -40,312 -2%
Lord, Abbett & Co
12
Lord, Abbett & Co
New Jersey
$133M +$65.8M +815,931 +122%
BTW
13
Boston Trust Walden
Massachusetts
$123M +$3.56M +44,195 +3%
RA
14
Royce & Associates
New York
$110M -$4.31M -53,440 -4%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$101M +$40.1M +497,217 +79%
Caisse de Depot et Placement du Quebec (CDPQ)
16
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$92.2M +$23.3M +288,807 +39%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$91.7M -$9.07M -112,604 -10%
Northern Trust
18
Northern Trust
Illinois
$82.2M -$11.2M -139,383 -13%
UBS AM
19
UBS AM
Illinois
$77.4M +$4.87M +60,434 +8%
Fidelity Investments
20
Fidelity Investments
Massachusetts
$75.3M -$6.14M -76,163 -8%
ACL
21
Azora Capital LP
Florida
$69.9M +$32.7M +406,287 +109%
Charles Schwab
22
Charles Schwab
California
$59.9M -$410K -5,091 -0.8%
Norges Bank
23
Norges Bank
Norway
$55.7M +$6.71M +83,304 +16%
Ameriprise
24
Ameriprise
Minnesota
$53.4M +$7.78M +96,573 +19%
Millennium Management
25
Millennium Management
New York
$52.2M -$16.3M -202,185 -26%

SEIC Hedge Fund Activity: Q2 2025 in Review

563 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in SEI Investments (SEIC) for Q2 2025, worth a combined $8.09B — up 11% from $7.27B a quarter earlier.

Buyers outnumbered sellers: 105 funds opened new SEIC positions and 80 closed out — a net gain of 25 holders — while 184 added to existing stakes and 197 trimmed.

The largest buyer was Lord, Abbett & Co, adding an estimated $65.8M. The largest seller was BlackRock, cutting an estimated $175M.

  • 563 institutional investors held SEI Investments (SEIC) as of Q2 2025, up from 546 in Q1 2025.
  • Funds reported $8.09B of SEI Investments stock for Q2 2025, up 11% quarter-over-quarter.
  • 105 funds opened new SEI Investments positions in Q2 2025 and 80 closed out, a net change of +25 holders.
  • The largest SEI Investments buyer in Q2 2025 was Lord, Abbett & Co, an estimated $65.8M added.
  • The largest SEI Investments seller in Q2 2025 was BlackRock, an estimated $175M sold.

Based on aggregated 13F filings for Q2 2025.